top of page

INFINEX RELATIONSHIP MANAGEMENT

Hand selcting graphic on iPad
What's the Scorecard System? Contact us to Learn More >

Infinex's Relationship Management structure focuses on in-field, personalized support dedicated to program growth.

Infinex programs receive one Relationship Manager focused on working with management to drive long-term strategies. In doing so, this Relationship Manager also supports the day-to-day needs of financial professionals. Our programs also receive a Support Services Relationship Manager that provides an additional level of training and operational assistance.

Reach-out to us to ask how we utilize these personalized relationships, along with Infinex's Proprietary Scorecard System, to promote individual financial professional success and to drive overall program growth!

NYC Skyline BW

Vice President,

Relationship Manager

(860) 335-8309

Connect on LinkedIn

Email 

Vice President,

Relationship Manager

(800) 218-2827 Ext. 6135

Connect on LinkedIn

Email

Vice President,

Relationship Manager

(800) 218-2827 Ext. 6026

Connect on LinkedIn

Email

CarrollBob.jpg
Aaron Roman Headshot.jpg

Aaron Roman

PietriAngelo.jpg

Angelo Pietri

ABpic1.jpg

Adam Batchelor

Bob Carroll

Vice President,

Relationship Manager

(919) 302-8881

Connect on LinkedIn

Email

Vice President,

Relationship Manager

(919) 357-8622

Connect on LinkedIn

Email

Vice President,

Relationship Manager

(860) 680-1754

Connect on LinkedIn

Email

Relationship Manager,

Director of Support

(860) 997-9466

Connect on LinkedIn

Email

VanWertFrank.jpg

Frank VanWert

Rossitto-Heather_2021Jan20_0429.jpg

Heather Rossito

WilliamsKarl.jpg

Karl Williams

bottom of page