We found the following information about Howard Insley at American Trust Retirement, where this expert has worked as a Group Chief Operating Officer since 2019. Howard's total work experience is over 21 years, during which time the professional had at least five jobs at different places to develop professional skills. Howard studied at the Wake Forest University from 1997 to 1999. This professional received the following certifications: Finra Series 6, 63, 26, Certified Health Savings Professional, and Cash Balance Consultant. Currently, Howard lives in Davidson, North Carolina. You can contact with Howard by searching for phone number or email or find exhaustive info by requesting access to the professional's additional details from SoftwareOfficial.
Name variants:
Howie Insley
Last updated May 20, 2024
Contact Information
Last Update
Jul 12, 2022
Email
ho**@ascensus.com, ho**@verizon.net
Location
Davidson, NC
Company
Workplace
Colleagues
Work History
Group Chief Operating Officer
855 Main St, Dubuque, IA 52001
from Sep 2019
Senior Vice President
200 Dryden Rd, Dresher, PA 19025
P&L Leadership
Served as Vice Chairman of Ascensus Trust Company. Firm maintained over $50B in assets. Doubled top line revenue via organic growth and product/service expansion while also ...
Jan 1, 2007 — Dec 2014
Vice President
420 Montgomery St, San Francisco, CA 94129
P&L Leadership
Led the Licensee and ASP business of the WySTAR recordkeeping platform. Developed service infrastructure, reporting, service levels and served as senior relationship manager...
Sep 1995 — Jan 2007
Senior Associate
100 east Pratt St, Baltimore, MD 21202
Service and operations leadership Served in a Call Center environment supporting sales and service for Retail and Retirement Products.
Mar 1993 — Sep 1995
Education
1997 — 1999
1988 — 1992
Occupations
Executive
Chief Operating Officer
Accountant
Finance and Accounting Specialist
Senior Vice President
General and Operations Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Vice President
Skills
Mutual Funds
Retirement
Series 63
Securities
Wealth Management
Investments
Retirement Planning
Finra
Erisa
401K
401K Rollovers
Etfs
Stable Value
Trading
Trust
Series 6
Series 26
Retirement Plan Consulting
Relationship Management
401 Retirement Savings Plans
Financial Services
Risk Management
Business Relationship Management
Chsp
Mergers and Acquisitions
Leadership
Project Management
Product Development
Business Integration
Business Process Improvement
Management
Business Analysis
FAQs about Howard Insley
What's the main profession of Howard Insley?
Howard is a Group Chief Operating Officer.
What are the main profession of Howard Insley?
These person's professions are Executive and Chief Operating Officer
Where does Howard Insley currently live?
Davidson, North Carolina is the place where Howard Insley currently lives
What is Howard Insley's email?
The professional's email is ho**@ascensus.com and ho**@verizon.net.
Where did Howard Insley work?
This person worked at American Trust Retirement, Edgeco Holdings.
Where has Howard Insley studied?
Howard studied at the Wake Forest University from 1997 to 1999.
Are there any certifications Howard Insley has?
The expert received the following certifications: Finra Series 6, 63, 26, Certified Health Savings Professional, Cash Balance Consultant, and Certified Ira Specialist.
Are there any industries, that Howard Insley works in?
Howard Insley works in Financial Services industry.