Troy Tannenholz

Troy Tannenholz, MBA has a strong background in new business development in the financial industry. Troy began their career in 2008 as an Internal Wholesaler at Jackson National Life Distributors LLC, where they focused on the financial institution channel. In 2015, they joined INVEST Financial as a New Business Development Consultant for financial institutions before being promoted to Vice President of New Business Development for the same division in 2016. Since 2018, Troy has been working as the Vice President of New Business Development for the Western US at Infinex Financial Group.

Troy Tannenholz holds a Master of Business Administration (M.B.A.) degree from the University of Colorado Denver, where they also obtained their Bachelor's Degree in Political Science and Government. Prior to that, Troy studied Economics at Arizona State University. Troy also attended Valley Forge Military Academy & College, where they focused on Business. In terms of additional certifications, Troy has obtained the Series 65 and Series 7 certifications from the Financial Industry Regulatory Authority (FINRA), which they obtained in March and February 2016, respectively. Troy may also hold the Series 6 and Series 63 certifications, although specific details regarding the months and years of completion are not provided.