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BLOOMFIELD HILLS, Mich. - AkGlobe -- Flexible Plan Investments Ltd. (FPI), a leading provider of dynamic, risk-managed investment solutions, announced that industry-veteran Carl Resnick has joined the firm as vice president of national sales. In this role, Resnick will be responsible for the leadership, management, and success of sales across all distribution channels.
Resnick will lead the FPI sales team, focusing on providing quality service to build long-term relationships with financial advisers and their firms. He will also be responsible for developing and executing a strategic plan for FPI's sales organization, as well as aligning relationship management, sales, and marketing efforts to meet the company's business goals.
Resnick comes to FPI with more than 25 years of experience at leading asset management firms. Before joining FPI, he headed the Defined Contribution Investment Only business and the distribution of Rydex Funds at Guggenheim Investments.
"Having known Carl since the 1990s, I am confident he will inject excitement and leadership into our sales team, helping us capitalize on the many opportunities we've developed over the years. Carl will be part of the dream team that will lead us to new growth and success," said Jerry Wagner, FPI's founder and president.
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About Flexible Plan Investments Ltd.
Established in 1981, Flexible Plan Investments Ltd. (FPI) invests over $1.5 billion in assets for clients in its separately managed account business (as of 9/30/24). 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 flexibleplan.com.
Resnick will lead the FPI sales team, focusing on providing quality service to build long-term relationships with financial advisers and their firms. He will also be responsible for developing and executing a strategic plan for FPI's sales organization, as well as aligning relationship management, sales, and marketing efforts to meet the company's business goals.
Resnick comes to FPI with more than 25 years of experience at leading asset management firms. Before joining FPI, he headed the Defined Contribution Investment Only business and the distribution of Rydex Funds at Guggenheim Investments.
"Having known Carl since the 1990s, I am confident he will inject excitement and leadership into our sales team, helping us capitalize on the many opportunities we've developed over the years. Carl will be part of the dream team that will lead us to new growth and success," said Jerry Wagner, FPI's founder and president.
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About Flexible Plan Investments Ltd.
Established in 1981, Flexible Plan Investments Ltd. (FPI) invests over $1.5 billion in assets for clients in its separately managed account business (as of 9/30/24). 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 flexibleplan.com.
Source: Flexible Plan Investments, Ltd.
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