Brian D. Flanagan

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.

Experience

1. Vice President

   Vision 4 Fund Distributors

   Jan 2020 — Present · Columbus, OH, US

   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 Infrastructure CEF, Thornburg Global Income CEFInnealta Dynamic US and Dynamic International Mutual Fund

Education

• The Ohio State University

  Bachelor of Applied Science (B.A.Sc.), Financial Planning and Services

  1995 — 1999