Alex Insley Email and Phone Number
Alex Insley work email
- Valid
- Valid
- Valid
- Valid
- Valid
Alex Insley personal email
Alex Insley phone numbers
Investment Consultant / Account Management - Zacks Investment Management. A dynamic and accomplished 23-year professional career. Experience working with regional firms, key account relationships, institutional clients, and High-Net-Worth Individuals. I posses a strong background in relationship as well as consultative direct sales. I have extensive experience with an array of investments including mutual funds, managed money, separate accounts, and annuities.I have a strong understanding of financial markets. I posses territory and resource management skills and have designed and implemented strategic marketing initiatives including sales ideas, budgets and tactical plans which have allowed me to consistently surpass stated sales goals.Specialties: Held the series 7, 63, 24, and Insurance licenses.currently hold the series 65 license Completed the CFP program at the College For Financial Planning
Zacks Investment Management
View- Website:
- zackswmg.com
- Employees:
- 140
-
Regional VpZacks Investment Management Jan 2009 - PresentGreater Chicago AreaZacks Investment Management (ZIM), is a Registered Investment Advisor founded in 1992. We are an expert in using earnings estimates and quantitative methodologies in the investment process, ZIM offers multiple strategies based on these techniques. We are a wholly owned subsidiary of Zacks Investment Research, one of the largest providers of independent research in the U.S.Zacks manages over $2.5 billion dollars and has clients all over the country.I oversee and manage current client accounts and hold consultative portfolio reviews on a regular basis. I consult with the investment team to make changes to current allocations when appropriate to ensure the best long term results in conjunction with client goals and risk tolerance.I meet with prospective clients to learn more abut their financial situation and give them a thorough understanding of Zacks services as a wealth manager to see if their is a mutual fit.
-
Vp High Net Worth SalesFisher Investments Jul 2007 - Dec 2008Fisher Investments is one of the country’s largest privately owned RIAs with approximately $30 billon in AUM.I was responsible for the generation of new clients and selling of the firms global money management services directly to HNWI in the areas of IL & WI.Meetings were highly consultative providing solutions that were customized based on the prospects personal needs and goals. Collaboration with investment management, portfolio evaluation, and service teams was initiated to deliver superior investment solutions and service to clients. -
Regional Sales DirectorFifth Third Asset Management Feb 2000 - Jun 2007FTAM is one of the largest money managers in the Midwest with over 21 billion in AUM. I was responsible for promotion and distribution of 3 major product lines: The 5/3 mutual funds, the 5/3 managed money product – Passageway, and the 5/3 Collective funds. Clients included retail brokers, licensed platform reps, the Institutional Client Group, the Private Client Group, Portfolio Managers and Regional firms. Territories included IL, Northern IN, and MI. I presented to all levels of internal clients from the very technical to the most basic through a combination of seminars, small and large group meetings, and one-on-one presentations. I assisted brokers in closing new business with clients and created strong relationships with them and seen as a “business partner” to help grow their business. I also teamed closely with upper management in various channels & divisions of the Bank to facilitate sales goals.
-
Manager, Wholesaling DepartmentBisys Fund Services Jun 1998 - Jan 2000BISYS, a leader in the investment services industry, provides administration and distribution services for mutual funds, hedge funds, private equity funds, and other investment products. I was responsible for managing all aspects of the internal sales group consisting of 12 Institutional accounts and 16 internal wholesalers that accounted for approximately $1billion in annual sales. -
Hybrid WholesalerBisys Fund Services Jul 1997 - Jan 2000Responsible for retail distribution efforts for the Fifth Third funds. I worked closely with external wholesalers, product managers, and internal clients on distribution strategies to achieve optimum results by focusing on business building and fund specific sales ideas.
Alex Insley Skills
Alex Insley Education Details
-
Accounting: Finance, Economics Emphasis -
Accounting And Finance
Frequently Asked Questions about Alex Insley
What company does Alex Insley work for?
Alex Insley works for Zacks Investment Management
What is Alex Insley's role at the current company?
Alex Insley's current role is Regional VP, Chicago, Zacks Investment Management.
What is Alex Insley's email address?
Alex Insley's email address is ne****@****ech.net
What is Alex Insley's direct phone number?
Alex Insley's direct phone number is +177326*****
What schools did Alex Insley attend?
Alex Insley attended Penn State University, Penn State University.
What skills is Alex Insley known for?
Alex Insley has skills like Series 7, Mutual Funds, Investments, Investment Management, Series 65, Insurance, Wealth Management, Asset Allocation, Securities, Retirement Planning, Investment Advisory, Series 6.
Who are Alex Insley's colleagues?
Alex Insley's colleagues are Ranajit Bhowmick, Christian Whittemore, Elijah Roberts, Danielle Z., David Koty, Edward Kipp, James Begley.
Not the Alex Insley you were looking for?
-
-
-
2gmail.com, lockrows.com -
Alex Insley
Plattsburgh, Ny
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial