Jay Angotti
Investment Advisor at KPC Financial Solutions | Dallas, Texas, United States
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Investment Advisor at KPC Financial Solutions in November 2023 to Present
Regional Director - South Central Territory at Swan Global Investments in January 2015 to January 2023
Hybrid Wholesaler at Preferred Apartment Communities at Preferred Apartment Communities, Inc. (NYSE: APTS) in January 2013 to January 2014
Internal Wholesaler at KBR Capital Partners in January 2012 to January 2013
Financial Advisor at Guardian Life in January 2010 to January 2012
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Southern Methodist University, Bachelor's degree, January 2008 to January 2010
University of Washington, Economics, January 2006 to January 2008
Punahou School, January 1998 to January 2006
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Insurance
Wealth Management
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
Option Agreements
ETFs
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What is Jay Angotti email address?
Email Jay Angotti at [email protected]. This email is the most updated Jay Angotti's email found in 2026.
How to contact Jay Angotti?
To contact Jay Angotti send an email to [email protected]. (updated on January 17, 2024)
What company does Jay Angotti work for?
Jay Angotti works for KPC Financial Solutions
What is Jay Angotti's role at KPC Financial Solutions?
Jay Angotti is Investment Advisor
What is Jay Angotti's Phone Number?
Jay Angotti's phone (214) ***-*344
What industry does Jay Angotti work in?
Jay Angotti works in the Financial Services industry.
Jay Angotti Email Addresses
Jay Angotti Phone Numbers
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