top of page
NYC Skyline BW

INFINEX'S REGIONAL SUPPORT FOR GROWTH

Infinex’s Relationship Management structure is focused on in-field, regional support. Our Relationship Managers are dedicated to assessing and realizing the individual needs and goals of each program and financial professional in their care.

PietriAngelo.jpg

Angelo Pietri

Vice President, Financial Professional Relationship Manager & Practice Management Expert

(800) 218-2827 Ext. 6135

Email | Connect on LinkedIn | Schedule a Meeting

Angelo has been with Infinex for 6 years, initially as part of the Training and Development team. He is passionate about helping financial professionals leverage technology and apply industry trends to grow their business. As a Program Relationship Manager, Angelo assists Northeast financial professionals with sales and development skills, as well as product and technology education. This includes Infinex's Scorecard process, business planning, and other critical skills that contribute to the success and profitability of our programs and financial professionals. He is a graduate of Boston University School of Management and lives in West Hartford, CT with his wife and dog. He has a passion for golf, skiing, and hiking.

Check Mark 2 GOld.png

PROCESS & FOCUS:

Angelo's goal is to help you develop, implement and achieve your business goals through a proven process. Using a suite of Infinex Benchmarking Tools, he will work with you and your team to:

5 Steps Angelo.png
Check Mark 2 GOld.png

  • Define and execute an impactful Business Plan

  • Connect your team with all necessary Infinex resources

  • Create a Marketing Awareness Plan and review Infinex’s Marketing tools

  • Brand or rebrand yourself

  • Conduct successful meetings

  • Enhance your value proposition

  • Identify opportunities within your book of business

  • Engage with Centers of Influence

  • Apply Infinet features & tools to improve technology adoption

  • Review and define program structure

  • Analyze lead generation opportunities

  • Discuss succession planning

  • Recruit new financial professionals or team members

  • Consult on compensation

  • Leverage success stories

  • And more!

SERVICES: Angelo is Available to Help You...

bottom of page