INFINEX RELATIONSHIP MANAGEMENT

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 Scorecard System, to promote individual financial professional success and to drive overall program growth!



Aaron Roman

Angelo Pietri

Adam Batchelor
Bob Carroll
Vice President,
Relationship Manager
(860) 680-1754
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Frank VanWert

Heather Rossito
