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@wisdomtree.com
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4 phones found area 614 and 212
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LinkedIn matched
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Brian D. Flanagan is listed as Vice President @ Vision 4 | Accredited Investment Fiduciary at Vision 4 Fund Distributors, a company with 24 employees, based in Columbus, Ohio Metropolitan Area, United States. AeroLeads shows a work email signal at wisdomtree.com, phone signal with area code 614, 212, and a matched LinkedIn profile for Brian D. Flanagan.
Brian D. Flanagan previously worked as Vice President at Vision 4 Fund Distributors and Director at Wisdomtree Asset Management. Brian D. Flanagan holds Bachelor Of Applied Science (B.A.Sc.), Financial Planning And Services from The Ohio State University.
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AeroLeads found 1 current-domain work email signal for Brian D. Flanagan. Compare company email patterns before reaching out.
As a Vice President at Vision 4 Fund Distributors, I am responsible for the distribution of investment products from multiple asset managers. I have over 20 years of experience in the investment industry, specializing in portfolio design, asset allocation, model portfolios, and factor-based investing. I hold the Accredited Investment Fiduciary (AIF) designation and the FINRA Series 7/63 licenses.My mission is to work with financial advisors to bring best in class solutions for their clients, covering a range of fixed income, global, and alternative investments. I have a proven track record of closing large and complex deals, such as the DoubleLine Closed End Fund, the Aberdeen Standard Infrastructure CEF, and the Thornburg Global Income CEF. I also have extensive knowledge and experience in exchange traded funds (ETFs), such as the Motley Fool Asset Management ETFs and the Innealta Dynamic US and International Mutual Funds. I am a results-driven team player with strong analytical, communication, interpersonal, and problem-solving skills. I enjoy traveling nationally and attending industry conferences to network, learn, and share best practices.
Listed skills include Mutual Funds, Wholesale, Institutional Sales, Series 63, and 34 others.
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A career timeline built from the work history available for this profile.
Columbus, Ohio Area
Responsible for the distribution of investment products from multiple asset managers.Working with Financial Advisors to bring best in class solutions for their clients.Fixed Income, Global and Alternative InvestmentsClosed End Fund Distribution Motley Fool Asset Management ETF’s, DoubleLine Closed End Fund, River North Municipal Bond CEF, Aberdeen Standard.
New York, New York
Exchange Traded Funds ETF's and Alternative InvestmentsFinancial Advisor business development Model PortfoliosFundamental factors basedRules based investing
Columbus, Ohio Area
Work closely with Board of Directors and Accredited Investors during the acquisition to educate potential shareholders during the capital raise. Assist in business development planning and vision for Buckeyes State Bank.
Columbus, Ohio, United States
Design and build cutting edge ski and snowboard goggles for high performance athletes increase peripheral vision “vision series” dual vented lens!
Columbus, Ohio Area
Exceeded sales goals in 2005, 2006, 2007, 2008, 2009, 2010Sold mutual funds to Independent and wire house financial advisors, Business development and relationship management with third party administrators and retirement plan wholesalersSold mutual funds to retirement plans and variable annuity platformsAttended industry conferences, Plan Advisor, and.
Dublin, OH
Sold group retirement plans through financial advisor channel
Other employees you can reach at v4fd.com. View company contacts for 24 employees →
Taylor Davis
Colleague at Vision 4 Fund DistributorsScottsdale, Arizona, United States, United States
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GB
Gary Bochow
Colleague at Vision 4 Fund DistributorsLos Angeles Metropolitan Area, United States
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JW
Jon Webber
Colleague at Vision 4 Fund DistributorsChesterfield, Missouri, United States, United States
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KC
Kevin Campbell
Colleague at Vision 4 Fund DistributorsDenver Metropolitan Area, United States
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PP
Paul Picarski, Caia
Colleague at Vision 4 Fund DistributorsCharlotte, North Carolina, United States, United States
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JA
James Ambrosio
Colleague at Vision 4 Fund DistributorsNew York City Metropolitan Area, United States
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PK
Paul Kujalowicz
Colleague at Vision 4 Fund DistributorsScottsdale, Arizona, United States, United States
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JJ
Jason Jackson
Colleague at Vision 4 Fund DistributorsRoswell, Georgia, United States, United States
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HJ
Henry Johnson, Caia
Colleague at Vision 4 Fund DistributorsNew York, New York, United States, United States
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RL
Ron Lynch
Colleague at Vision 4 Fund DistributorsSan Mateo, California, United States, United States
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Quick answers generated from the profile data available on this page.
Brian D. Flanagan works for Vision 4 Fund Distributors.
Brian D. Flanagan is listed as Vice President @ Vision 4 | Accredited Investment Fiduciary at Vision 4 Fund Distributors.
AeroLeads has found 1 work email signal at @wisdomtree.com for Brian D. Flanagan at Vision 4 Fund Distributors.
AeroLeads has found 4 phone signal(s) with area code 614, 212 for Brian D. Flanagan at Vision 4 Fund Distributors.
Brian D. Flanagan is based in Columbus, Ohio Metropolitan Area, United States while working with Vision 4 Fund Distributors.
Brian D. Flanagan has worked for Vision 4 Fund Distributors, Wisdomtree Asset Management, Buckeye State Bank, Fidelity Investments, and Site Eyewear.
Brian D. Flanagan's colleagues at Vision 4 Fund Distributors include Taylor Davis, Gary Bochow, Jon Webber, Kevin Campbell, and Paul Picarski, Caia.
You can use AeroLeads to view verified contact signals for Brian D. Flanagan at Vision 4 Fund Distributors, including work email, phone, and LinkedIn data when available.
Brian D. Flanagan holds Bachelor Of Applied Science (B.A.Sc.), Financial Planning And Services from The Ohio State University.
Brian D. Flanagan is listed with skills including Mutual Funds, Wholesale, Institutional Sales, Series 63, 401K, Selling, Series 6, and Retirement Planning.
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