Jay David Angotti is a eficient professional, that works in Swan Global Investments main office of which is in 617. on the position of Regional Director - South Central Territory since 2015. This person gained professional experience in more than five positions at various companies. Jay David Angotti went to the Southern Methodist University and received education from 2008 to 2010. Pflugerville, Texas is the city, where this professional was lastly known to live. The professional's email address and phone are easily accessed through this website on demand.
Name variants:
Jacob Angotti,
Jason Angotti,
Jasper Angotti
Last updated May 23, 2024
Contact Information
Last Update
Jul 6, 2022
Email
ja**@swanglobalinvestments.com
Location
Pflugerville, TX
Company
Swan Global Investments
Workplace
Regional Director - South Central Territory
Work History
Regional Director - South Central Territory
Durango, CO
Swan Global Investments - Established in 1997, Swan is an innovative leader of hedged equity strategies providing risk management to RIAs, broker dealers, trust companies, private banks, ins...
from Jan 2015
Internal Wholesaler at Preferred Apartment Communities
3284 Northside Pkwy SUITE 150, Atlanta, GA 30327
Sep 2013 — Dec 2014
Internal Wholesaler
255 Shoreline Dr SUITE 428, Redwood City, CA 94065
Apr 2012 — May 2013
Education
2008 — 2010
2006 — 2008
1998 — 2006
Occupations
Executive
Region Manager
Leader
Sales Specialist
Agent
Accountant
Finance and Accounting Specialist
Area Manager
Managers
Sales Representative
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Portfolio Management
Alternative Investments
Retirement Planning
Financial Analysis
Asset Allocation
Financial Planning
Leadership
Mutual Funds
Public Speaking
Developing and Maintaing Strong Relationships With My Clients
Customer Service
Microsoft Office
Options Strategies
Separately Managed Accounts
401 Retirement Savings Plans
Financial Advisory
Social Media
Salesforce.com
Customer Relationship Management
Option Agreements
Etfs