Since 2009, Alex Insley has been working in Zacks Investment Management 226, 226. This expert is a proficient Regional Vice President with over 13 years of work experience. According to Alex's resume and work profile, the professional has worked at more than five companies with diverse backgrounds and got various skills. Alex attended school at the Penn State University from 1985 to 1989. Alex Insley can be found in Cincinnati, Ohio – where this person is currently located. You can search for Alex Insley's email address and number. We can also provide you with detailed contact information upon request.
Name variants:
Alexander Insley,
Alexis Insley,
Alexandra Insley
Contact Information
Last Update
Jul 12, 2022
Email
al**@zackswmg.com, ne**@ameritech.net
Location
Cincinnati, OH
Company
Workplace
Colleagues
Work History
Regional Vice President
227 west Monroe St, Chicago, IL 60606
Zacks 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, ...
from Jan 2009
Vice President High Net Worth Sales
5525 northwest Fisher Creek Dr, Camas, WA 98607
Fisher 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 g...
Jul 2007 — Dec 2008
Regional Sales Director
FTAM 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...
Feb 2000 — Jun 2007
Manager, Wholesaling Department
BISYS, 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 w...
Jun 1998 — Jan 2000
Hybrid Wholesaler
Responsible for retail distribution efforts for the Fifth Third funds. I worked closely with external wholesalers, product managers, and internal clients on distribution strategies to achiev...
Jul 1997 — Jan 2000
Education
1985 — 1989
Occupations
Executive
Regional Vice President
Advisor
Manager
Accountant
Finance and Accounting Specialist
Vice President
Farmer and Animal Care
Fisher
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Series 7
Mutual Funds
Investments
Investment Management
Series 65
Insurance
Wealth Management
Asset Allocation
Securities
Retirement Planning
Investment Advisory
Series 6
Variable Annuities
Separately Managed Accounts
Retirement
401K
Investment Strategies
Series 24