INFINEX RELATIONSHIP MANAGEMENT
Infinex's Relationship Management structure focuses on in-field, personalized support dedicated to program growth.
Most of the investment programs we serve receive one Relationship Manager devoted to the financial institution and one Relationship Manager committed to the unique needs of their financial professionals.
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!
RELATIONSHIP MANAGERS & PRACTICE MANAGEMENT EXPERTS
Vice President,
Program Relationship
Manager & Practice
Management Expert
(919) 357-8622
Vice President,
Program Relationship
Manager & Practice
Management Expert
(203) 599-6030
Vice President,
Key Accounts Relationship
Manager &Practice
Management Expert
(860) 680-1754
Vice President,
Financial Professional
Relationship Manager &
Practice Management Expert
(704) 219-9263
Vice President,
Financial Professional
Relationship Manager &
Practice Management Expert
(800) 218-2827 Ext. 6026
Vice President,
Financial Professional
Relationship Manager &
Practice Management Expert
(800) 218-2827 Ext. 6135