Jay Angotti Email & Phone Number
Investment Advisor @ Your Financial Solutions
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Jay Angotti Location
- Dallas, TX, US
Jay Angotti Work
- Investment Advisor @ (November 2023 - Present)
- Regional Director - South Central Territory @ (January 2015 - January 2023)
- Hybrid Wholesaler at Preferred Apartment Communities @ (January 2013 - January 2014)
- Internal Wholesaler @ (January 2012 - January 2013)
- Financial Advisor @ (January 2010 - January 2012)
Jay Angotti Education
- Southern Methodist University
Bachelor's degree (Economics)
2008-2010 - University of Washington
(Economics)
2006-2008 - Punahou School 1998-2006
Jay Angotti Skills
- Investments
- Portfolio Management
- Alternative Investments
- Retirement Planning
- Financial Analysis
- Asset Allocation
- Financial Planning
- Leadership
- Developing and maintaing strong relationships with my clients.
- Mutual Funds
- Public Speaking
- Salesforce.com
- Options Strategies
- Separately Managed Accounts
- 401(k) Retirement Savings Plans
- Customer Service
- Customer Relationship Management (CRM)
- Financial Advisory
- Microsoft Office
- Social Media
- Customer Relationship Management Crm
- Delivering Thorough and Effective Presentations
- Securities Regulation
- Implement Comprehensive Business Plans and Sales Strategies
- Sales
- Hold Series 7
- 401k Retirement Savings Plans
- Series 66
- Strategy
- Wealth Management
- Equities
- Sales Management
- Option Agreements
- Asset Management
- Developing and Maintaing Strong Relationships With My Clients
- ETFs
- A High Level of Motivation
- Series 7
- Securities
- 401 Retirement Savings Plans
- Customer Relationship Management
Jay Angotti Summary
- Jay Angotti, based in Dallas, TX, US, is currently a Investment Advisor at KPC Financial Solutions. Jay Angotti brings experience from previous roles at Swan Global Investments, Preferred Apartment Communities, Inc. (NYSE: APTS), KBR Capital Partners and Guardian Life. Jay Angotti holds a 2008 - 2010 Bachelor's degree in Economics @ Southern Methodist University. With a robust skill set that includes Investments, Portfolio Management, Alternative Investments, Retirement Planning, Financial Analysis and more. Jay Angotti has 2 emails and 2 mobile phone numbers on RocketReach.
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Jay Angotti
Investment Advisor
Dallas, TX, US
Top Your Financial Solutions Employees
Jay Angotti
Investment Advisor
Dallas, TX, US
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