Role listed
Self-Employed
AeroLeads people directory · profile
David Bernard Email & Phone Number
C-Suite Executive, Board Advisor, FinTech Advisor
at
Self-employed
2 work emails found
@iralogix.com
3 phones found area 860, 858, and 786
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Self-employed
Role
C-Suite Executive, Board Advisor, FinTech Advisor
Location
San Diego, California, United States
Who is David Bernard? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Bernard is listed as C-Suite Executive, Board Advisor, FinTech Advisor at Self-employed, based in San Diego, California, United States. AeroLeads shows a work email signal at iralogix.com, phone signal with area code 860, 858, 786, and a matched LinkedIn profile for David Bernard.
David Bernard previously worked as C-Suite Executive, Board Advisor, FinTech Entrepreneur at Self-Employed and CEO at Iralogix. David Bernard holds Ba, Legal Studies from University Of Massachusetts Amherst.
Company email context
Email format at Self-employed
This section adds company-level context without repeating David Bernard's masked contact details.
{first_initial}{last}@iralogix.com
89% confidence
AeroLeads found 2 current-domain work email signals for David Bernard. Compare company email patterns before reaching out.
Profile bio
About David Bernard
Specialties: Executive leadership and strategic development of IRA, 401(k) and defined contribution retirement strategies with extensive focus on IRA platform development, advisory services, retirement income, managed accounts, model portfolio selection, asset retention, ERISA consulting, fiduciary services, self-directed brokerage and high net worth markets.
Listed skills include Mutual Funds, Retirement, Financial Services, Strategic Partnerships, and 20 others.
Current workplace
David Bernard's current company
Company context helps verify the profile and gives searchers a useful next step.
Self-Employed
8 roles
David Bernard work experience
A career timeline built from the work history available for this profile.
C-Suite Executive, Board Advisor, Fintech Entrepreneur
Current
Self-Employed
May 2024 - Present
Ceo
Iralogix
iraLogix is redefining the IRA industry through unique, technology driven platform solutions that help our clients grow their business and better serve their customer's IRA accounts. Our groundbreaking proprietary technology platform, open architecture access to institutional share class investment options, custody and advice providers, revolutionizes.
Jan 2016 - May 2024
Chief Client Officer
GuidedChoice provides industry leading investment advisory services, including advice, managed accounts, retirement income distribution strategies, ERISA consulting and fiduciary services to plan providers, plan sponsors, participants, consultants, advisors and intermediaries, throughout the defined contribution industry.
May 2010 - Feb 2016
Business Consultant/Coo
Cognitive Health Sciences
Cognitive Health Sciences, an early stage firm specializing in applying proprietary predictive analytics technology to the health care industry.
Jul 2008 - Feb 2011
President
Wealthpoint Advisors
Wealthpoint Advisors is a financial services acquisition company focused on corporate retirement, fiduciary analysis and investment advisory markets. Proprietary software helps 401(k) providers to offer in depth fiduciary review services and provides individual advisors with financial planning tools designed for corporate retirement plan participants.
Sep 2006 - Dec 2007
Managing Director, Institutional Brokerage
Harris Direct (Previously Credit Suisse, Dlj)
Founded and managed the Institutional Brokerage Group business, focusing on providing self-directed brokerage capabilities to retirement plan providers and large plan sponsors. Developed IRA rollover retention strategies, investment advisory (RIA) referral network and corporate stock purchase business groups.
May 2000 - Mar 2006
Senior Vice President
Nicholas Applegate Capital Management
Responsible for all aspects of Retirement strategic development covering retail, institutional and direct sales channels, sales management, product development, marketing, client service, compliance, alliance partnerships, fund relations, recruiting, training and profitability
May 1997 - Aug 1999
1 education record
David Bernard education
-
University Of Massachusetts Amherst
FAQ
Frequently asked questions about David Bernard
Quick answers generated from the profile data available on this page.
What company does David Bernard work for?
David Bernard works for Self-employed.
What is David Bernard's role at Self-employed?
David Bernard is listed as C-Suite Executive, Board Advisor, FinTech Advisor at Self-employed.
What is David Bernard's email address?
AeroLeads has found 2 work email signals at @iralogix.com for David Bernard at Self-employed.
What is David Bernard's phone number?
AeroLeads has found 3 phone signal(s) with area code 860, 858, 786 for David Bernard at Self-employed.
Where is David Bernard based?
David Bernard is based in San Diego, California, United States while working with Self-employed.
What companies has David Bernard worked for?
David Bernard has worked for Self-Employed, Iralogix, Guidedchoice, Cognitive Health Sciences, and Wealthpoint Advisors.
How can I contact David Bernard?
You can use AeroLeads to view verified contact signals for David Bernard at Self-employed, including work email, phone, and LinkedIn data when available.
What schools did David Bernard attend?
David Bernard holds Ba, Legal Studies from University Of Massachusetts Amherst.
What skills is David Bernard known for?
David Bernard is listed with skills including Mutual Funds, Retirement, Financial Services, Strategic Partnerships, Investment Advisory Services, Financial Advisory, Mergers And Acquisitions, and Managing Accounts.
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