iraLogix Announces New CEO and Adds Senior Executive to the Team
Miami, FL – August 15. 2016 – iraLogix, a leading provider of advanced technology based platform solutions, designed to accelerate revenue growth for the wealth management, retirement and financial services industries, announced the appointment of David Bernard as its new CEO. David is a Partner at iraLogix and most recently served as a key member of the executive leadership team.
As iraLogix continues to innovate and drive technology based change within the IRA industry, David’s proven leadership capabilities and deep understanding of the business will be of significant benefit to both iraLogix and its clients. Prior to joining iraLogix, David held senior executive leadership positions at GuidedChoice, Harris Direct (a BMO Company), Nicholas Applegate and Charles Schwab & Co.
iraLogix has also announced the addition of Lowell Smith to its Executive Leadership team. Lowell is a nationally recognized expert in the field of IRAs and has been instrumental in building and leading several organizations throughout the industry. “Lowell brings a wealth of expertise, integrity and leadership experience to iraLogix at a time when the retirement industry needs it the most. We are very pleased to welcome Lowell to our executive team, and I know our clients will benefit greatly from his knowledge and insights,” says CEO David Bernard.
We’re Here To Drive Real Retirement Change.
How? By making what was once only available to the few, available to as many people as possible. That means fully digital, customizable IRA solutions that work for everyone – from the smallest accounts to the largest institutions. Our cloud-native technology allows financial organizations to offer efficient, paperless IRAs under their own brand, without the complexity or the high costs. It’s a seamless, scalable, flexible platform that helps institutions grow, serve more clients, and stay competitive whatever the future holds.
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