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
- 2026 -now Portfolio Manager, Triad Wealth Partners @
- 2024 -2026 Director of Institutional Sales @
- 2021 -2024 Executive Business Consultant - RIAs @
- 2019 -2021 Wealth Manager @
- 2017 -2019 Client Portfolio Manager and Product Specialist, Options @
- 2014 -2017 Wealth Advisor @
- 2014 -2014 Financial Representative @
- 2013 -2014 Financial Advisor @ Chandler Financial Group, Inc.
- 2013 -2013 Owner and Agent @
- 1999 -2013 Vice President, Investment Officer @
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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Top Triad Partners Employees
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Shannon Kruger
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Liz Ross
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Jaime Henry
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Brent Coggins
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Patrick Butcher
Director of Planning
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Derek Sullivan
Chief Financial Officer
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Lyndsy Dvorak
Vice President Operations
Logan, IA, US
Shannon McGinnis
Chief Compliance Officer
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Brian Raynor
General Counsel
Chicago, IL, US
Jesse Riley
President of Life Insurance
Lawrence, KS, US
Stacey Boyce
Director Of Accounting
Lawrence, KS, US
Mark Harper
Director of Case Planning, CCO, IAR
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Quin Kilgore
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Bellevue, NE, US
Jennifer Park
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David Seufer
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Jessica Daniels
Chief Operating Officer
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