ORLANDO, Fla.--()--The Newport Group, a national provider of retirement and executive benefit plans, announced that it has appointed Brian Flanagan as Regional Director, covering the Midwest.
“Brian's extensive experience will be a tremendous asset to our team”
Mr. Flanagan will develop business relationships and identify market opportunities to promote Newport's retirement plan recordkeeping and administration services to third-party intermediaries. He will report to Dennis Sain, Newport's Senior Vice President, Retirement Services.
"Brian's extensive experience will be a tremendous asset to our team,” Sain said. "With his proven record of success, and his ability to establish strong, lasting relationships, we're confident he will enhance Newport's expanding retirement services business."
Mr. Flanagan has more than 10 years of experience in the retirement services industry. Most recently, he was senior vice president with Fidelity Investment Institutional Services, where he was responsible for negotiating complex mutual fund strategies in retirement plans; optimizing fund menus; building relationships with financial advisors; and delivering educational presentations for advisors on investments, practice management and defined contribution industry trends.
Prior to joining Fidelity, he was a regional vice president in the retirement division of Ivy Funds, where he managed the firm’s institutional sales process and developed marketing strategies for the defined contribution team.
Mr. Flanagan earned his bachelor’s degree in financial planning from The Ohio State University. He has earned his FINRA Series 7 and 63 registrations, and holds his Accredited Investment Fiduciary (AIF) designation, and life and annuity insurance licenses.
About The Newport Group
Founded in 1984, The Newport Group is a leading retirement services firm—specializing in the creative design and administration of retirement and executive benefit plans. Through its innovative and customized solutions, Newport is uniquely positioned to satisfy the distinct financial needs of employers and employees, and has done so for hundreds of the country’s largest and best-known companies.
Newport is headquartered in Heathrow (Orlando) FL, with service centers in Charlotte NC, Dallas TX, Greensboro NC, La Crosse WI, Orlando, FL, Richmond VA, and St. Petersburg FL. Newport also has offices in Atlanta, Cincinnati, Denver, Los Angeles, Nashville, New York NY, San Francisco, and St. Louis MO. For more information, visit www.newportgroup.com.