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INFINEX RELATIONSHIP MANAGEMENT

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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 Opportunity Matrix, to promote individual financial professional success and to drive overall program growth!

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Richard Koll

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Aaron Roman

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Angelo Pietri

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Adam Batchelor

Vice President,

Relationship Manager

(860) 335-8309

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Email 

Vice President,

Relationship Manager

(800) 218-2827 Ext. 6135

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Email

Vice President,

Relationship Manager

(919) 302-8881

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Email

Senior Vice President,

Client Experience

(845) 825-1674

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Email

Bob Carroll

Vice President,

Relationship Manager

(800) 218-2827 Ext. 6026

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Email

Vice President,

Relationship Manager

(919) 357-8622

Connect on LinkedIn

Email

Vice President,

Relationship Manager

(860) 680-1754

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Email

Relationship Manager,

Director of Support

(860) 997-9466

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Email

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Frank Van Wert

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Heather Rossito

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Karl Williams

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