Mark Insley Email & Phone Number
Industry Speaker @ Ascot Wealth Management
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Mark Insley Location
- Sunningdale, GB
Mark Insley Work
- 2012 -now Industry Speaker @
- 2019 -now Chairperson and Director @ Sutton Winson Wealth Management
- 2019 -now Founder and Director @ Cape Berkshire Asset Management
- 2015 -now Founder and Managing Director @
- 2011 -now Founder and Managing Director @
- 2012 -2015 Founder and Managing Director @
- 2010 -2013 Associate Partner @ Insley Associates
- 2006 -2010 Equity Security's Lending Trader @
- 2005 -2006 OTC Derivatives - Collateral Analyst @
- 2002 -2003 Internship - Securities Lending @
Mark Insley Education
- The University of Reading
MSc (International Securities Investment and Banking)
2004-2005 - Bournemouth University
BA Hons (Business Studies)
2000-2004 - Charters 1993-2000
Mark Insley Skills
- Financial Analysis
- Team Leadership
- Excel
- Hedge Funds
- Investments
- Asset Allocation
- Trusts
- Tax Strategies
- Wealth Management
- Equities
- Portfolio Management
- Alternative Investments
- Investment Strategies
- Financial Planning
- Funding
- Financial Markets
- Investment Advisory
- Pensions
- Private Equity
- Insurance
- Venture Capital
- Retirement Planning
- Mortgage
- Bloomberg
- Wealth
- Estate Planning
- Strategic Financial Planning
- Financial Advisory
- Microsoft Excel
- Securities
- Asset Management
- Tax
- Investment Management
- Investment Banking
- Derivatives
- Credit
- Trading
- Project Management
- Banking
- Management
- Microsoft Word
- Risk Management
- Leadership
- Data Analysis
- Finance
- Entrepreneurship
- Independent Financial Advice
Mark Insley Summary
- Mark Insley, based in Sunningdale, GB, is currently a Industry Speaker at Ascot Wealth Management. Mark Insley brings experience from previous roles at Sutton Winson Wealth Management, Cape Berkshire Asset Management, Ascot Estate Planning Ltd and Ascot Wealth Management. Mark Insley holds a 2004 - 2005 MSc in International Securities Investment and Banking @ The University of Reading. With a robust skill set that includes Financial Analysis, Team Leadership, Excel, Hedge Funds, Investments and more. Mark Insley has 2 emails and 1 mobile phone numbers on RocketReach.
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