Jamie Cinotto Email & Phone Number
Portfolio Manager, Triad Wealth Partners @ Triad Partners
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Jamie Cinotto Location
- Lawrence, KS, US
Jamie Cinotto Work
- Portfolio Manager, Triad Wealth Partners @ (August 2026 - Present)
- Director of Institutional Sales @ (September 2024 - March 2026)
- Executive Business Consultant - RIAs @ (August 2021 - September 2024)
- Wealth Manager @ (December 2019 - August 2021)
- Client Portfolio Manager and Product Specialist, Options @ (April 2017 - October 2019)
- Wealth Advisor @ (November 2014 - April 2017)
- Financial Representative @ (April 2014 - November 2014)
- Financial Advisor @ Chandler Financial Group, Inc. (May 2013 - February 2014)
- Owner and Agent @ (February 2013 - May 2013)
- Vice President, Investment Officer @ (October 1999 - January 2013)
Jamie Cinotto Education
- Pittsburg State University
BBA (Sigma Chi)
1995-1999 - Frontenac Sr. High School
High School Diploma
1991-1995
Jamie Cinotto Skills
- Teamwork
- Retail
- Management
- Entrepreneurship
- Customer Service
- Sales
- Written Communication
- Skilled Multi-tasker
- Problem Solving
- Exceeding Targets
- Creative Problem Solving
- Cold Calling
- Attention to Detail
- Professional Liability Insurance
- Errors & Omissions
- E&O
- Cyber Liability Insurance
- Directors and Officers Liability Insurance
- Insurance
- Consulting
- Estate Planning
- Series 63
- Asset Class Diversification
- Banking
- Planning
- Retirement Savings
- Fixed Annuities
- Fixed Income
- Indexed Annuities
- Retirement Planning
- Financial Planning
- Asset Class
- Wealth Management Services
- Licensed Property
- Investments
- Finance
- Equity Indexed Annuities
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Universal Life
- Strategic Financial Planning
- Securities
- Asset Management
- Fixed Income Strategies
- Financial Analysis
- Licensed Property and Casualty Insurance Agent
- Licensed Life and Health Insurance Agent
- Long Term Care Insurance
- Bdcs
- Design
- Credit Analysis
- Strategic Financial
- ETFs
- Term Life Insurance
- Municipal Bonds
- REIT
- Series 65
- Services
- Licensed Life and Health
- Fixed Income Portfolio Management
- Series 7
- Fixed Income Portfolio
- Options Strategies
- Business Development
- Options
- Bonds
- Trading
- Strategic Planning
- Social Media Marketing
- Sales and Marketing
- Collaborative Problem Solving
- Time Management
- People Management
- Presentation Skills
- Index Options
- Persuasion
- Analytical Reasoning
- Competitive Strategies
- Creativity
- Inside Sales
- Real Estate Investment Trust
- Sales Strategy
Jamie Cinotto Summary
- Jamie Cinotto, based in Lawrence, KS, US, is currently a Portfolio Manager, Triad Wealth Partners at Triad Partners. Jamie Cinotto brings experience from previous roles at Paragon Capital Management, LLC, Lockton Affinity and Mariner Wealth Advisors. Jamie Cinotto holds a 1995 - 1999 BBA in Sigma Chi @ Pittsburg State University. With a robust skill set that includes Teamwork, Retail, Management, Entrepreneurship, Customer Service and more. Jamie Cinotto has 1 emails and 3 mobile phone numbers on RocketReach.
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