Stephen Coulter

Current

Business Development and Relationship Manager at US Bank
Marketing and Business Development Consultant at Black Diamond Financial

Past

Director of Sales and Marketing at Equity Management Associates
Senior Wholesale Account Executive at JPMorgan Chase
Senior Account Executive at Chase Home Finance

Loan Officer at First NH Mortgage

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Education

Babson College - Franklin W. Olin Graduate School of Business
Bentley University

Recommended

13 people have recommended Stephen

Connections

285 connections

Industry

Financial Services

Websites

My Website

Stephen Coulter’s Summary

Business Development executive experienced in all aspects of sales and marketing of financial services products. Marketing consultant with experience in alternative investments such as Hedge Funds and Private Equity with particular experience with Emerging Managers.

Stephen Coulter’s Specialties:

Hedge Funds, Emerging markets, Private Equity, marketing strategy, real estate finance, Capital Introduction, Fund Raising, Vietnam, China, India, Hedge Fund marketing, Investor relations

Stephen Coulter’s Experience

Business Development and Relationship Manager

US Bank

(Public Company; USB; Banking industry)

August 2009 — Present (5 months)

Business Development in New England region for US Bank Consumer Finance Wholesale Mortgage Division. Responsible for new account growth and relationship management for the Non-Agency, Portfolio lending division of US Bank which specializes in Jumbo Mortgages and Home Equity Lines of Credit.
Marketing and Business Development Consultant

Black Diamond Financial

(Investment Management industry)

April 2008 — Present (1 year 9 months)

Marketing and Business Development consultant experienced in all aspects of sales and marketing of alternative investments including Hedge Funds and Private Equity. Specialties include developing marketing plans for Emerging Managers.
Director of Sales and Marketing

Equity Management Associates

(Investment Management industry)

May 2008 — June 2009 (1 year 2 months)

Develop and implement comprehensive marketing strategies to raise capital for a very successful investment fund.

EMA has achieved outstanding results using a unique and proven investment model. The EMA GARP Fund has consistently out-performed the market averages by searching horizontally across sectors and geographies to find exceptional Growth at Reasonable Price (GARP) investment opportunities.
Senior Wholesale Account Executive

JPMorgan Chase

(Public Company; JPM; Banking industry)

March 2004 — April 2008 (4 years 2 months)

Developed and managed business relationships in the Home Equity division's wholesale channel. Consistently grew production volume in an exceptionally competitive environment. Gold Circle of Excellence producer ($100 million +) in annual production.
Senior Account Executive

Chase Home Finance

(Public Company; 10,001 or more employees; JPM; Banking industry)

March 1994 — March 2004 (10 years 1 month)
Loan Officer

First NH Mortgage

(Investment Management industry)

1989 — 1991 (2 years )

Stephen Coulter’s Education

Babson College - Franklin W. Olin Graduate School of Business

MBA , Entrepreneurship , 2000 — 2004
Bentley University

BS , Economics/Finance , 1986 — 1989

Additional Information

Stephen Coulter’s Websites:

My Website

Stephen Coulter’s Interests:

skiing, travel, sailing

Stephen Coulter’s Groups:

Mercedes Benz Club of America - Minuteman Section, Board of Directors

Babson MBA Alumni
China Networking Group
Hedge Fund Group (HFG)
Hedge Fund Professionals Worldwide Network - www.HedgeFundProWorld.net
Hedge Fund Network
Family Offices Group
Mutual and/or Hedge Funds who would like investors in Europe or emerging markets.
Chase Alumni Association
JP Morgan Chase
Hedge Fund Capital Introduction
Boston Financial Professionals
BC High Parents