Brian D. Flanagan

Background

About Brian D. Flanagan

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.