Infinex Financial Group
Karl Williams has had extensive work experience in the financial industry. Karl started their career as a Sales Associate at Franklin Templeton Investments, where they communicated with investment representatives and assisted in selling funds. Karl then became an Internal Wholesaler, providing sales support and generating leads for advisors in the Independent and Bank Division.
Williams later joined Evergreen Investments as a Senior Internal Sales Consultant, proactively selling investment products to broker dealers and teaching investment classes. Karl was then promoted to the role of External Wholesaler, where they promoted Evergreen's investment capabilities to licensed professionals and executed a business plan to generate new business opportunities.
After that, Williams worked at BD Education Group as the New Business Development Director, where they developed new client relationships and expanded sales and marketing efforts into new target markets. Karl also worked at LPL Financial as both a Senior Trainer and a Business Consultant, delivering training on technology and developing success plans for financial institutions.
Currently, Williams is working at Infinex Financial Group as the Vice President of Relationship Management, where they develop growth models for investment programs and provides insight for maximizing productivity. Karl also assists with business planning and adjusting product mix and staffing.
Overall, Karl Williams has a diverse range of experience in sales, business development, training, and relationship management within the financial industry.
Karl Williams attended Paul VI High School from 1989 to 1993. Following their high school education, they pursued a Bachelor of Arts degree in Criminology and Sociology from Florida Southern College from 1993 to 1997.
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Infinex Financial Group
Founded in 1993, Infinex Financial Group is a broker-dealer powerhouse that prides itself on an unwavering commitment to serving the interests of our clients. Personalized support and relationships matter to us. Because we are owned by banks, we are empowered to deliver top-notch support and services. Our entire team is dedicated to helping you drive bottom-line revenue and build a strong wealth, investment and insurance program. Infinex headquarters are located in Meriden, CT. They maintain offices in Napa, CA and Virginia. A firm owned primarily by financial institutions and dedicated to meeting the needs of the institutions it serves, Infinex delivers: Service: Top-notch service levels that improve the daily work flow and client experience for Program Managers, advisors and licensed-branch employees. Technology: Leading-edge integrated technology via our proprietary platform- Infinet. Relationship Management: In-field, personalized relationship management focused on program growth. Weath Management: Results-driven Wealth Management and Life Insurance support and services. Marketing Solutions: Including digital initiatives to expand your reach and relationship building collateral. Referral Generation: The lifeblood of financial institution based investment programs is referrals. Our proprietary C.A.R.E. program provides access to tools and consistent communication to make referring easy. High payouts and low client fees. Infinex Investments, Inc. member FINRA (www.finra.org), SIPC (www.sipc.org), is a registered broker dealer and federally registered investment advisor. Infinex offers securities, advisory services, and certain insurance products. Products are: Not FDIC insured. Not a deposit or other obligation of or guaranteed by any bank/credit union. May be subject to risks including possible loss of principal.