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!

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RELATIONSHIP MANAGERS & PRACTICE MANAGEMENT EXPERTS

Vice President,

Program Relationship

Manager & Practice

Management Expert

(919) 357-8622

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Vice President,

Program Relationship

Manager & Practice

Management Expert

(203) 599-6030

Email | Connect on LinkedIn

Vice President,

Key Accounts Relationship

Manager &Practice

Management Expert

(860) 680-1754

Email | Connect on LinkedIn

Vice President,

Financial Professional

Relationship Manager &

Practice Management Expert

(704) 219-9263

Email | Connect on LinkedIn

Vice President,

Financial Professional

Relationship Manager &

Practice Management Expert

(800) 218-2827 Ext. 6026

Email | Connect on LinkedIn

Vice President,

Financial Professional

Relationship Manager &

Practice Management Expert

(800) 218-2827 Ext. 6135

Email | Connect on LinkedIn

Sue Colaluca

Frank VanWert

Karl Williams

Adam Bohlen

Bob Carroll

Angelo Pietri

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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