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.
Flanagan has more than 10 years of experience in the retirement services industry, most recently as senior vice president with Fidelity Investment Institutional Services. Prior to joining Fidelity, he was a regional vice president in the retirement division of Ivy Funds.
Flanagan earned his Bachelor’s Degree in Financial Planning from 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.