GuidedChoice appoints David Bernard to New Role of Chief Client Officer
Retirement investment advice provider reinforces strong commitment to customer service and continued success
LA JOLLA, CA (PRWEB) February 15, 2012
GuidedChoice, a leading provider of investment advice, managed account services, and strategic solutions for retirement plans and individuals, has announced that David Bernard has been promoted to the new post of Chief Client Officer (CCO). The appointment was made to emphasize the company's commitment to driving a customer-centric focus across all parts of the organization.
Mr. Bernard is a veteran financial services executive with more than 25 years experience primarily in the defined contribution market, providing institutional brokerage and retirement strategy to many of the country's largest employers. He has worked extensively with executives at the largest investment provider, record keeping, and financial advisory firms.
"Dave's appointment to CCO is right in line with where we've always placed our focus: squarely on the needs of our customers," stated Sherrie Grabot, CEO of GuidedChoice. "Our whole business model, not to mention fiduciary responsibility, is to work in the best interests of retirement plans and individuals. We felt it was time to further the customer experience by creating a role with the sole mandate to deliver an optimal experience throughout the complex range of interactions endemic to our business. We are fortunate we can fill this position with someone like Dave whose rich experience makes him so qualified to make this happen."
