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