Full Name
Jason Inglis
Job Title
Chief Development Officer
Company
Trilogy Financial
Speaker Bio
Jason Inglis brings over 25 years of proven leadership in the financial advisory arena to his role as Chief Development Officer at Trilogy. A charismatic, results-driven leader, Jason is responsible for developing and implementing Trilogy’s comprehensive revenue growth plans with an emphasis on spearheading new advisory firm acquisitions. Before joining Trilogy’s leadership team, Jason served the financial advisory community through various C-suite and senior executive roles with Sowell Management, Integrated Advisors Network, Angel Oak Capital Partners, Deutsche Bank (DWS), Envestnet, and BNY Mellon (Lockwood). Throughout his career, Jason has built high-performing teams, implemented innovative strategies, and forged robust industry relationships. His specialties include corporate leadership, business restructuring, brand development, and complex investment product expertise—making his extensive background a benchmark for excellence in financial services.
Jason Inglis