James M Chirdo

Commander
DISC Type : D

Strategic Advisor at LinePoint Partners & Co.

New York City Metropolitan Area, United States

Overview

James has no verified overview

Personality Overview

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.

Topics They Care About

James has no verified topics they care about

Media Appearances

James has no verified media appearances

Work History

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

Education

1990 - 1994
Bachelor of Science - BS from Binghamton University, Binghamton, NY

More Information

Social Presence :

Prographics :

Exp : 24 Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Strategic Advisor at LinePoint Partners & Co.
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Insights For Selling To James M

During A Call Or A Meeting

DO's

  • Be respectful but crisp
  • Refer to testimonials from well-known industry leaders
  • Help them weigh the risks by sharing objective proof points without becoming too analytical

DONT's

  • Don’t take too much time in sending them information if they ask for any
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James M is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from James M

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will James M move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can James M take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And James M

Personality Compatibility


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