David Bernard

David Bernard Email and Phone Number

C-Suite Executive, Board Advisor, FinTech Advisor @ San Diego, CA, US
San Diego, CA, US
David Bernard's Location
San Diego, California, United States, United States
David Bernard's Contact Details

David Bernard personal email

n/a
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.

David Bernard's Current Company Details
Self-employed

Self-Employed

C-Suite Executive, Board Advisor, FinTech Advisor
San Diego, CA, US
David Bernard Work Experience Details
  • Self-Employed
    Self-Employed
    San Diego, Ca, Us
  • Self-Employed
    C-Suite Executive, Board Advisor, Fintech Entrepreneur
    Self-Employed May 2024 - Present
  • Iralogix
    Ceo
    Iralogix Jan 2016 - May 2024
    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 access to fully paperless, institutionally priced IRAs for everyone, regardless of account size.
  • Guidedchoice
    Chief Client Officer
    Guidedchoice May 2010 - Feb 2016
    Reno, Nv, Us
    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.
    View
  • Cognitive Health Sciences
    Business Consultant/Coo
    Cognitive Health Sciences Jul 2008 - Feb 2011
    Cognitive Health Sciences, an early stage firm specializing in applying proprietary predictive analytics technology to the health care industry.
  • Wealthpoint Advisors
    President
    Wealthpoint Advisors Sep 2006 - Dec 2007
    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.
  • Harris Direct (Previously Credit Suisse, Dlj)
    Managing Director, Institutional Brokerage
    Harris Direct (Previously Credit Suisse, Dlj) May 2000 - Mar 2006
    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.
  • Nicholas Applegate Capital Management
    Senior Vice President
    Nicholas Applegate Capital Management May 1997 - Aug 1999
    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

David Bernard Skills

Mutual Funds Retirement Financial Services Strategic Partnerships Investment Advisory Services Financial Advisory Mergers And Acquisitions Managing Accounts 401k Asset Management Sales Management Wealth Management Investments Compliance Strategic Financial Planning Leadership Strategic Planning Investment Advisory Management Financial Planning Managed Accounts Retirement Income Ira Platform Development Strategic Leadership

David Bernard Education Details

  • University Of Massachusetts Amherst
    University Of Massachusetts Amherst
    Legal Studies

Frequently Asked Questions about David Bernard

What company does David Bernard work for?

David Bernard works for Self-Employed

What is David Bernard's role at the current company?

David Bernard's current role is C-Suite Executive, Board Advisor, FinTech Advisor.

What is David Bernard's email address?

David Bernard's email address is db****@****ice.com

What is David Bernard's direct phone number?

David Bernard's direct phone number is +186045*****

What schools did David Bernard attend?

David Bernard attended University Of Massachusetts Amherst.

What are some of David Bernard's interests?

David Bernard has interest in San Diego Athletic Club, Ucla Rugby, Aztec Youth Rugby.

What skills is David Bernard known for?

David Bernard has skills like Mutual Funds, Retirement, Financial Services, Strategic Partnerships, Investment Advisory Services, Financial Advisory, Mergers And Acquisitions, Managing Accounts, 401k, Asset Management, Sales Management, Wealth Management.

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