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!

MEET OUR TEAM IN THE FIELD...

SCOTT K. DAVIS

Executive Vice President

Chief Relationship Officer

(925) 518-9803

KARL WILLIAMS

Vice President

Key Acct. Relationship Manager

(860) 680-1754

SUE COLALUCA

Vice President

Program Relationship Manager

(203) 599-6030

ROBERT "BOB" CARROLL

Vice President

Financial Professional Relationship Manager

(800) 218-2827 x 6026

FRANK VAN WERT

Vice President

Financial Professional Relationship Manager

(919) 357-8622

ADAM BOHLEN

Vice President

Financial Professional Relationship Manager

(203) 599-6183

INFINEX INVESTMENTS, INC.  | Infinex Financial Group | Meriden, CT | Napa, CA | Midlothian, VA | Contact Us | Individual Investor Account Access

 

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.

BROKER-CHECK BY FINRA | Nothing on this website is an offer to buy or sell securities. Infinex Financial Group is a third party broker-dealer.

 

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