CAPISTRANO BEACH, Calif., Aug. 7, 2014 /PRNewswire/ -- Global Retirement Partners (GRP), a retirement plan consulting firm, announced today the appointment of financial industry veteran Christopher Giles as Chief Operating Officer. In this role, Mr. Giles will be responsible for defining and executing strategic programs aimed at increasing the value delivered to clients, empowering plan participants, and significantly broadening the retirement plan offerings for advisors.
Mr. Giles has more than 20 years' experience in the industry, having previously held roles at LPL Financial, Ameriprise Financial, and American Express Financial Advisors. As Senior Vice President, Advisor Facing Technology at LPL Financial, Mr. Giles was responsible for the strategic direction and day to day management of advisor facing technology solutions within the Advisor Facing Technology organization. He led the firm's development of an overall business strategy, product development, and implementation approaches for advisor technology offerings.
Previously, Mr. Giles was Vice President, Advisor Facing Solutions at Ameriprise Financial in Minneapolis, MN, where he managed an annual profit and loss unit in excess of $100M, delivered new software-as-a-service technology systems, and maintained all necessary facets of over 100 advisor applications. He also held the role of Vice President, Business Solutions Group, where he led a team that covered areas of business strategy, technical design, user experience design, marketing/communications, operations, and offshore contractors.
Bill Chetney, CEO of Global Retirement Partners, said, "Christopher is a tremendous addition to the GRP team. We have very ambitious programs to implement around Participant Advice and Employee Education. Christopher has the proven ability to execute on complex projects. We expect to be servicing 300 Advisors with over $100 million in revenue and $80 billion of assets by mid-2015, so having someone with Christopher's advisor facing expertise is crucial to our success."
In addition to his corporate experience within the industry, Mr. Giles also spent nine years in the field as an advisor and in field leadership with Ameriprise Financial.
"I'm incredibly excited to be joining GRP and bringing my unique understanding of advisors, clients, and technology to the table," said Mr. Giles. "Leveraging my background as both an advisor in the field and in advisor-specific technology, my goal is to help GRP create a progressive company that truly delivers across the advisor, client, and participant continuum."
Mr. Giles has a Bachelor of Science in Business Management and Marketing from Cornell University in Ithaca, NY.
About Global Retirement Partners
Global Retirement Partners is positioned to be the world's leading retirement plan consulting firm. As an exclusive, invite-only group, its member firms represent the best-in-class institutional consultants in the retirement consulting arena.
- Investment & Company Information
- Ameriprise Financial
- LPL Financial