Richard Koll

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.