Jamie Cinotto

Evaluator
DISC Type : csd

Director of Institutional Sales at Paragon Capital Management, LLC

Kansas City Metropolitan Area, United States

Overview

Jamie Cinotto is the Director of Institutional Sales at Paragon Capital Management, where he specializes in providing RIAs with custom-built investment solutions, including structured notes and alternative investment strategies. He holds a BBA from Pittsburg State University and has an extensive background in wealth management and liability insurance.

Outside of his professional life, Jamie is a family man who proudly shares updates about his childrens achievements. He also shows an appreciation for fine collectibles, such as rare American whiskey, and stays informed on economic trends affecting home ownership and retirement costs.

Unique Fact: Jamies daughter, Sydney, and her boyfriend were crowned Winter Homecoming Queen and King.

Personality Overview

Fast But Analytical

Thorough Evaluator

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Structured Notes
A core focus of his role, frequently promoting their ability to provide downside protection, above-market income potential, and tailored client solutions.
Alternative Investments
Offers alternative investment strategies to RIAs as part of his custom-built solutions to meet diverse client needs and objectives.
Risk Management
His background includes providing errors & omissions and cyber liability insurance, and he emphasizes downside protection as a key benefit of structured notes.

Media Appearances

Jamie has no verified media appearances

Work History

9-2024
Director of Institutional Sales at Paragon Capital Management, LLC
8-2021 - 9-2024
Executive Business Consultant - RIAs at Lockton Affinity
12-2019 - 8-2021
Wealth Manager at Paragon Capital Management, LLC
4-2017 - 10-2019
Client Portfolio Manager/Product Specialist, Options at Mariner Wealth Advisors
11-2014 - 4-2017
Wealth Advisor at Mariner Wealth Advisors

Education

1995 - 1999
BBA from Pittsburg State University
1991 - 1995
High School Diploma from Frontenac Sr. High School

More Information

Social Presence :

Prographics :

Exp : 11 Location : Kansas City Metropolitan Area, United States Job Level : Mid-senior Designation : Director of Institutional Sales at Paragon Capital Management, LLC
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Insights For Selling To Jamie

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jamie is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jamie

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jamie move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jamie take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jamie

Personality Compatibility


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