Infinex Financial Group
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.
This person is not in any offices
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.