Aubrey Ford

Client Experience Manager and Chief Marketing Officer, Guild Investment Management

Professional Overview

Aubrey Ford is an experienced financial services professional with a proven track record in client relations, marketing, and investment management. As the Client Experience Manager and Chief Marketing Officer at Guild Investment Management, she leverages her expertise to deliver exceptional service and drive strategic growth for the firm.

Experience Summary

Current Roles

Client Experience Manager, Guild Investment Management (2024 - Present)

• Responsible for overseeing the end-to-end client experience, ensuring seamless interactions and exceeding client expectations

• Develops and implements innovative strategies to enhance client engagement, satisfaction, and retention

• Collaborates cross-functionally to identify and address client needs, driving continuous improvements in service delivery

Chief Marketing Officer, Guild Investment Management (2024 - Present)

• Spearheads the firm's marketing and branding initiatives, aligning with the overall business strategy

• Develops and executes comprehensive marketing plans to raise brand awareness, attract new clients, and strengthen Guild's market position

• Oversees the creation and distribution of high-quality content, leveraging digital and traditional channels to effectively reach the target audience

Career Progression

Director of Client Relations, Guild Investment Management (2007 - Present)

• Managed a team of client service professionals, ensuring prompt and effective responses to client inquiries and concerns

• Played a key role in building and maintaining strong, long-term relationships with the firm's client base

• Contributed to the development and implementation of client-centric policies and procedures to enhance the overall client experience

Loan Officer, JPMorgan Chase (2006 - 2007)

• Assisted clients with loan application processes, providing guidance and support throughout the loan lifecycle

• Demonstrated strong problem-solving and customer service skills in a fast-paced financial environment

Service Advisor and Supervisor, Malibu Auto & Tire Service (2005 - 2006)

• Provided exceptional customer service and technical support to clients, ensuring their satisfaction with the company's services

Academic Background

Aubrey holds a Bachelor of Business Administration (BBA) degree from the University of California, Los Angeles, with a concentration in Finance.

Areas of Expertise

• Client relationship management

• Marketing strategy and execution

• Investment management and client service

• Cross-functional collaboration and teamwork

• Problem-solving and decision-making

• Effective communication and interpersonal skills

Professional Impact

• Spearheaded the implementation of a new client relationship management system, resulting in a 20% increase in client satisfaction and retention

• Developed and executed a comprehensive marketing campaign that drove a 15% increase in new client acquisition for Guild Investment Management

• Recognized for her exceptional leadership and contributions, earning multiple internal awards and commendations

Conclusion

With her extensive experience in the financial services industry, Aubrey Ford is a valuable asset to Guild Investment Management. Her strategic vision, client-centric approach, and proven track record of success position her as a driving force in delivering exceptional client experiences and driving the firm's growth and success.