For Immediate Release:
Melissa Karas, Marketing Director
Flexible Plan Investments, Ltd.
(800) 347-3539, ext. 173
Flexible Plan Investments names Patrick Cahill its new senior vice president of national sales and head of distribution
- Flexible Plan Investments hires 20-year industry veteran Patrick Cahill as senior vice president of national sales and head of distribution.
- Cahill comes from Lincoln Financial Distributors, a broker-dealer and wholesale distribution organization of Lincoln Financial Group, where he served as market enterprise leader.
- Cahill’s experience includes previous VP and sales-management posts at national financial-services companies.
- Cahill will lead the company’s sales department and work with its executives and marketing team to develop and meet the company’s business strategies and goals.
Bloomfield Hills, MI – Sept. 11, 2018 – Flexible Plan Investments, Ltd., a leader in dynamically risk-managed investment SMA solutions, welcomed industry veteran Patrick Cahill as the company’s new senior vice president of national sales and head of distribution. Cahill will lead the sales department, drive business development efforts, serve on the company’s executive committee, and help align sales and marketing efforts to meet the company’s business goals.
Cahill’s extensive career in the financial-services industry includes previous posts as market enterprise leader at Lincoln Financial Distributors Inc., a broker-dealer and wholesale distribution organization of Lincoln Financial Group; regional vice president at Allianz Life Financial Services; and national sales manager at ING Wealth Management. Cahill is a Chartered Retirement Planning Counselor (CRPC) and Retirement Income Certified Professional (RICP) and has sales-management experience with all financial-services channels of distribution.
“With his 20 years of industry experience developing high-performing sales teams and achieving profitable sales growth, Patrick is the perfect leader to continue and enhance our mission,” said Jerry Wagner, Flexible Plan’s founder and president. “For more than 37 years, we have provided financial advisers the investment strategies and services needed to help their clients grow wealth while placing opportunistic, risk management at the forefront. With the addition of Patrick’s vision, skills, and deep relationships within the financial-services industry, we look forward to sharing our innovative risk-management solutions with an even larger group of adviser partners and investors.”
To learn more, visit www.flexibleplan.com.
About Flexible Plan Investments, Ltd.
Established in 1981, Flexible Plan Investments, Ltd., invests nearly $2 billion in assets for clients in its separately managed account business (as of 6/30/18). FPI is dedicated to preserving and growing wealth through dynamic risk management. FPI is a turnkey asset management program (TAMP), which means advisers can access and combine many risk-managed strategies within a single account. FPI’s fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt and alternative asset classes on an array of different platforms. FPI also offers an OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. For more information, visit www.flexibleplan.com.