Jason Inglis Location
Denver, CO, US
Jason Inglis Work
- 2025 - now Chief Development Officer @ Trilogy Financial
- 2022 - 2025 Chief Revenue Officer @ Sowell Management
- 2020 - 2022 President @ Integrated Advisors Network
- 2016 - 2020 Managing Partner @ ReDefine Capital Partners
- 2013 - 2016 Managing Director @ Angel Oak Capital Advisors, LLC
- 2006 - 2013 Senior Regional Vice President @ Deutsche Bank
- 2003 - 2006 Managing Director, Senior Vice President @ Envestnet, Inc
- 2001 - 2003 Regional Director, Separate Account Specialist @ BNY
- 1998 - 2001 Director, Sales and Marketing @ Taverik Capital, LLC
Jason Inglis Education
- Wharton Executive Education
(M&A and Corporate Development Strategies)
2024 - The University of Georgia1989 - 1994
- Riverwood International Charter School1987 - 1989
- Darlington School1985 - 1987
Jason Inglis Skills
- New Business Development
- Revenue Enhancement
- M&A Advisory Services
- Mutual Funds
- Investment Advisory
- Asset Managment
- Wealth Management
- Investments
- Separately Managed Accounts
- Series 7
Jason Inglis Summary
Jason Inglis, based in Denver, CO, US, is currently a Chief Development Officer at Trilogy Financial. Jason Inglis brings experience from previous roles at Sowell Management, Integrated Advisors Network, ReDefine Capital Partners and Angel Oak Capital Advisors, LLC. Jason Inglis holds a Wharton Executive Education. With a robust skill set that includes New Business Development, Revenue Enhancement, M&A Advisory Services, Mutual Funds, Investment Advisory and more. Jason Inglis has 5 emails and 4 mobile phone numbers on RocketReach.
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Top Trilogy Financial Employees
-
Eric Perkins
Chief Operating Officer at Trilogy Financial
Irvine, CA, US23 -
Jim Young
VP of Wealth Management at Trilogy Financial
Irvine, CA, US25+ -
Mike Broker
Executive Vice President at Trilogy Financial
Denver, CO, US35+ -
Windus Brinkkord
Senior Vice President of Wealth Planning at Trilogy Financial
Solana Beach, CA, US13 -
14
-
Tom Elkins
Regional Vice President at Trilogy Financial
Woburn, MA, US12 -
35+
-
Michelle Pino
Managing Partner at Trilogy Financial
Denver, CO, US35+ -
Sean Kennedy
Managing Partner at Trilogy Financial
West Covina, CA, US35+
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