LeadIQ logo
Learn more at LeadIQ.com
Trilogy Insurance & Financial Services logo

Trilogy Insurance & Financial Services Employee Directory

Financial ServicesTexas, United States1 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

  • Stylized image of a person
    A. G.
    Vice President Of Wealth Management - Trilogy Financial
    Mobile Phone
  • Stylized image of a person
    C. M.
    Vice President Of Wealth Planning
    Mobile Phone
  • Stylized image of a person
    L. M.
    Vice President Client Services
    Mobile Phone
  • Stylized image of a person
    M. N.
    Vice President Of Wealth Management
    Mobile Phone
  • Stylized image of a person
    M. F.
    President And Financial Advisor
    Mobile Phone
  • Stylized image of a person
    C. B.
    Senior Vice President Of Wealth Management
    Mobile Phone
  • Stylized image of a person
    C. H.
    Vpi Administrator Assistant
    Mobile Phone
  • Stylized image of a person
    E. A.
    Senior Vice President Of Wealth Planning
    Mobile Phone

Contact profiles from Trilogy Insurance & Financial Services

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    P. P.
    Principal
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    B. B.
    Financial Advisor Associate
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    C. C.
    Member
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    C. W.
    Wealth Management Assistant
    Mobile Phone
    May 15, 2025
  • Stylized image of a person
    D. C.
    Wealth Associate
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    D. M.
    Investment Executive
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    G. L.
    Wealth Advisor
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    H. S.
    Retirement Planning Specialist
    Mobile Phone
    Mar 06, 2024
  • Stylized image of a person
    M. O.
    Fitter Supervisor
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. V.
    Fitter Supervisor
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Trilogy Insurance & Financial Services known for?

Minus sign iconPlus sign iconTrilogy Insurance & Financial Services was founded in 1998 operates in the Financial Services industry; you can contact the 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 . 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 July 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 July 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.