Brian Moran, CIMA

Questioner
DISC Type : c

Chief Executive Officer at FLX Networks

New York City Metropolitan Area, United States

Overview

Brian Moran is the Founder and CEO of FLX Networks, a firm focused on modernizing the asset and wealth management industries. With over 20 years of experience at firms like Neuberger Berman and AMG, he has guided teams to over $100 billion in sales. He is a Certified Investment Management Analyst (CIMA).

Drawing on his background as a wrestler, Brian values perseverance and resilience. This experience has shaped his approach to leadership and problem-solving. He is actively involved in several industry organizations, including the New York Economic Club and the Money Management Institute, demonstrating his commitment to his professional community.

He boldly compares FLX Networks impact to "taking stocks off the pink sheets and moving them to a modern electronic exchange. "

Personality Overview

Value Seeker

Not Easily Convinced

Cautious & Analytical

It is quite likely of them to ask for pricing or other concessions.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Financial Industry Disruption
Founded FLX Networks to modernize, simplify, and revolutionize what he sees as a legacy business model in asset and wealth management, focusing on solving key pain points.
Creative Hustle
Believes that to succeed in a commoditized industry, professionals must think differently and use creative outreach tools like video and podcasts to break through the noise.
AI in Asset Management
Speaks on how AI is no longer a future concept but a present reality that is reshaping the financial industry, advocating for digitization and automation of workflows.

Media Appearances

Here's What FLX Networks Has To Offer with Brian Moran. Featured in Spotify

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Here's What FLX Networks Has To Offer with Brian Moran. Featured in YouTube

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Work History

12-2019
Chief Executive Officer at FLX Networks
8-2015 - 12-2019
Managing Director at AMG Funds
1-2014 - 8-2015
Head of National Accounts, Senior Vice President at Neuberger Berman
5-2010 - 1-2014
Senior Vice President - Sales Manager, Broker Dealer Group at Neuberger Berman
8-2004 - 5-2010
Senior Vice President - External Sales Capital Region at Neuberger Berman

Education

1995 - 1999
Education details unavailable from Penn State University
2001 - 2003
MBA from Temple University

More Information

Social Presence :

Prographics :

Exp : 28 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Chief Executive Officer at FLX Networks
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Brian

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Brian take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Brian

Personality Compatibility


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