Infinex Financial Group
Richard Koll has extensive work experience in the financial industry. Richard is currently serving as the SVP Client Experience at Infinex Financial Group since January 2023. Prior to this, they worked as an Investment Executive with Infinex Investments, Inc. starting from February 2022.
Before joining Infinex Financial Group, Richard Koll held the position of First Vice President Wealth Management at Apple Bank from February 2022 to January 2023. Richard also worked as the Senior Vice President Wealth Management and Insurance at Investors Bank from April 2017 to February 2022.
Richard Koll's previous roles include being the EVP, National Sales Manager at Navian Capital from June 2014 to April 2017, National Sales Manager at Essex National Securities Inc. from August 2008 to June 2014, and SVP at Invest Financial from April 2006 to August 2008.
Richard began their career as the President of IFMG Securities, where they served from 1996 to 2004.
Richard Koll earned a Bachelor of Science (BS) degree in Finance and Marketing from Manhattan College, where they studied from 1983 to 1987. Later, they pursued their higher education and obtained a Master of Business Administration (MBA) degree in Managerial Finance from Iona University. Richard completed their MBA program at Iona University from 2001 to 2004.
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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.