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Trilogy Insurance & Financial Services Employee Directory

Financial ServicesTexas, United States0-1 Employees

Trilogy Insurance & Financial Services serves large brokerages and insurers by helping improve the performance of their producer distribution channels. It operates as a division of Trilogy Software, benefiting from the resources of one of the world’s largest privately held software companies, and is based in Austin, Texas.

Its software portfolio rests on patented technology recognized as an industry leader by Gartner Group, and the business is led by Joe Kelley, CLU, ChFC, a former Chairman and CEO of American General Life and Accident. The company sits within the financial services industry, focusing on improving the producer channel for insurers and brokerages. The organization appears to be a very small operation.

Find Trilogy Insurance & Financial Services employees' phone numbers or email addresses

Trilogy Insurance & Financial Services Global Highlights

Location
Employees

North America
100

Minus sign iconPlus sign icon
  • United States Of America
    100

Trilogy Insurance & Financial Services's Leadership

  • Vice President Of Wealth Management - Trilogy Financial at Trilogy Insurance & Financial Services
    A. G.
    Vice President Of Wealth Management - Trilogy Financial
    Mobile Phone
  • Vice President Of Wealth Planning at Trilogy Insurance & Financial Services
    C. M.
    Vice President Of Wealth Planning
    Mobile Phone
  • Vice President Client Services at Trilogy Insurance & Financial Services
    L. M.
    Vice President Client Services
    Mobile Phone
  • Vice President Of Wealth Management at Trilogy Insurance & Financial Services
    M. N.
    Vice President Of Wealth Management
    Mobile Phone
  • President And Financial Advisor at Trilogy Insurance & Financial Services
    M. F.
    President And Financial Advisor
    Mobile Phone
  • Senior Vice President Of Wealth Management at Trilogy Insurance & Financial Services
    C. B.
    Senior Vice President Of Wealth Management
    Mobile Phone
  • Senior Vice President Of Wealth Planning at Trilogy Insurance & Financial Services
    E. A.
    Senior Vice President Of Wealth Planning
    Mobile Phone
  • Senior Vice President Of Wealth Management at Trilogy Insurance & Financial Services
    K. T.
    Senior Vice President Of Wealth Management
    Mobile Phone

Contact profiles from Trilogy Insurance & Financial Services

Name
Title
Contact
Location
Last Update
  • Senior Vice President Of Investments at Trilogy Insurance & Financial Services
    T. C.
    Senior Vice President Of Investments
    Mobile Phone
    Oct 23, 2024
  • Director Of Fp&a at Trilogy Insurance & Financial Services
    B. H.
    Director Of Fp&a
    Mobile Phone
    Oct 22, 2024
  • Personnel Director at Trilogy Insurance & Financial Services
    J. S.
    Personnel Director
    Mobile Phone
    Oct 16, 2024
  • Business Operations Manager at Trilogy Insurance & Financial Services
    A. R.
    Business Operations Manager
    Mobile Phone
    Oct 22, 2024
  • Manager at Trilogy Insurance & Financial Services
    D. S.
    Manager
    Mobile Phone
    Oct 18, 2024
  • Fab Shop Manager at Trilogy Insurance & Financial Services
    J. N.
    Fab Shop Manager
    Mobile Phone
    Oct 22, 2024
  • Fitter Supervisor at Trilogy Insurance & Financial Services
    M. O.
    Fitter Supervisor
    Mobile Phone
    Oct 17, 2024
  • Fitter Supervisor at Trilogy Insurance & Financial Services
    M. V.
    Fitter Supervisor
    Mobile Phone
    Oct 17, 2024
  • Engineerit Manager at Trilogy Insurance & Financial Services
    M. F.
    Engineerit Manager
    Mobile Phone
    Oct 16, 2024
  • Business Operations Manager at Trilogy Insurance & Financial Services
    S. W.
    Business Operations Manager
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Trilogy Insurance & Financial Services known for?

Minus sign iconPlus sign iconTrilogy Insurance & Financial Services was founded in 1998 and operates in the Financial Services industry. You can contact Trilogy Insurance & Financial Services's main corporate office by phone at
+1-512-874-****
. Explore Trilogy Insurance & Financial Services's company overview page for more information.

What is Trilogy Insurance & Financial Services's most common email format?

Minus sign iconPlus sign iconTrilogy Insurance & Financial Services employees' email format typically follows the pattern of First.Last@trilogyfs.com. Trying to find reliable and up-to-date employee contact data? Find more Trilogy Insurance & Financial Services email formats with LeadIQ.

How many employees does Trilogy Insurance & Financial Services have currently?

Minus sign iconPlus sign iconTrilogy Insurance & Financial Services has approximately 1 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are Trilogy Insurance & Financial Services's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2026, Trilogy Insurance & Financial Services's key employees include:

  • Vice President Of Wealth Management - Trilogy Financial: A. G.
  • Vice President Of Wealth Planning: C. M.
  • Vice President Client Services: L. M.
  • Vice President Of Wealth Management: M. N.
  • President And Financial Advisor: M. F.

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