James M Chirdo in

James M Chirdo

Commander · DISC type D
Strategic Advisor at LinePoint Partners & Co.
📍 New York City Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
24 Years
Current Role
Strategic Advisor
Location
New York City Metropolitan Area, United States
Personality Overview

How James shows up

Very Quick
Strong-Willed
Candid & Clear

They are not always relationship oriented. They prefer to be the ones controlling the conversation or defining the terms. They respond well to strong and respectful communication.

Priorities

Topics James cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2026
Strategic Advisor
LinePoint Partners & Co.
7-2025 - 1-2026
Chief Operating Officer and Chief Compliance Officer
LinePoint Partners & Co.
5-2018 - 1-2025
Managing Director, Head of Wealth Management Operations
Rockefeller Capital Management
12-2009 - 5-2018
Director, Sales/Relationship Management, Broadcort Division
Bank of America Merrill Lynch
10-2004 - 12-2009
Director, Account Management/Client Services, Broadcort Division
Bank of America Merrill Lynch
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1990 - 1994
Bachelor of Science - BS
Binghamton University, Binghamton, NY
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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