Greg Fowler Email & Phone Number
@healthequity.com
2 phones found area 801
LinkedIn matched
Who is Greg Fowler? Overview
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Greg Fowler is listed as Health Plan Solutions at HealthEquity with expertise in Health and Retirement Benefits at HealthEquity, a with 501 employees, based in Salt Lake City Metropolitan Area, United States. AeroLeads shows a work email signal at healthequity.com, phone signal with area code 801, and a matched LinkedIn profile for Greg Fowler.
Greg Fowler previously worked as Director, Health Plan Solutions at Healthequity and VP, Health Plan Partnerships at Healthequity. Greg Fowler holds Mba, Business Administration from Brigham Young University.
Email format at HealthEquity
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AeroLeads found 1 current-domain work email signal for Greg Fowler. Compare company email patterns before reaching out.
About Greg Fowler
Service delivery executive focused on delivering an amazing experience and meeting / exceeding client expectations.Focused on connecting health and wealth - helping Americans see their HSA as a retirement planning tool to be used alongside their 401(k) or other traditional retirement vehicles.I have an extensive background in the retirement industry coupled with HSA experience.Focusing on delivering an excellent experience for my team and our partners / employers.
Listed skills include Retirement, Employee Benefits, Retirement Planning, 401K, and 40 others.
Greg Fowler's current company
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Greg Fowler work experience
A career timeline built from the work history available for this profile.
Vp, Health Plan Partnerships
Svp, Enterprise Service Delivery
Vice President, Partner Services
Owner
CurrentOperations and leadership consulting. Provide support to retirement plan clients.
Partner
Senior Vice President, Retirement
Vp Operations, Retirement Services
Oversee all operations in the Retirement (ERISA and Non-ERISA) and Document departments. Member of the Senior Leadership Team that leads the company. Manage all aspects of the the company's internal retirement plan from plan documents to annual filings to investments and education. Participate on Investment Advisory Committees for a few clients.
Director Of Retirement Operations
Responsible for overseeing all Retirement Operations. Actively involved in strategic planning for the company. Work closely with team manager in setting goals for them and their teams. Manage relationships with financial institution partners. Manage all new initiatives in the Retirement department. Oversaw the completion of the EGTRRA Document Restatement project for all retirement plans in 2008.
Team Manager
Handle all incoming business for the John Hancock and Select teams, including requesting the transfer of assets from prior record-keepers, rebuilding our internal system for new plans, and working closely with financial professionals in finalizing the sale of retirement plans. Work closely with accounting department to manage the accounts receivable for all clients on my team. Manage a team of administrators and assistant administrators.
Retirement Administrator
Handled the administration for over 150 retirement plans, performing year-end compliance testing, complex profit sharing calculations, and 5500 annual filings. Processed distribution and loan requests for all clients, including processing of 1099R, 1096 and 945 filings at year-end.
Assistant Retirement Administrator
Assisted administrator in the processing of over 200 retirement plans each year. Created an automated system for sending out paperless confirms to all clients and implemented system company-wide.
Customer Service Representative
Provided customer support in a fast-paced environment. Led the branch in selling of additional bank products. Participated in the opening and closing of the branch each day, including the balancing of finances at the end of the day and preparation of the branch at the beginning of the day.
Colleagues at HealthEquity
Other employees you can reach at healthequity.com. View company contacts for 501 employees →
Robbie Deal
Colleague at HealthequityKilleen, Texas, United States
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Becky/Jim Olson
Colleague at HealthequityUnited States
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Katie Rasmusson, Shrm-Scp
Colleague at HealthequityMinneapolis, Minnesota, United States
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Hugh Taylor
Colleague at HealthequitySeattle, Washington, United States
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Deepthi C
Colleague at HealthequityPlano, Texas, United States
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JW
Joe Wang
Colleague at HealthequityIrvine, California, United States
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Karl Besser
Colleague at HealthequityShakopee, Minnesota, United States
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MM
Moriah Mcgill
Colleague at HealthequityFayetteville, North Carolina, United States
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Jason Nurse
Colleague at HealthequityOrange County, California, United States
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Sharneshia S.
Colleague at HealthequityCarrollton, Texas, United States
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Greg Fowler education
Mba, Business Administration
Bs, Accounting
Mathematics
Education record
Frequently asked questions about Greg Fowler
Quick answers generated from the profile data available on this page.
What company does Greg Fowler work for?
Greg Fowler works for HealthEquity.
What is Greg Fowler's role at HealthEquity?
Greg Fowler is listed as Health Plan Solutions at HealthEquity with expertise in Health and Retirement Benefits at HealthEquity.
What is Greg Fowler's email address?
AeroLeads has found 1 work email signal at @healthequity.com for Greg Fowler at HealthEquity.
What is Greg Fowler's phone number?
AeroLeads has found 2 phone signal(s) with area code 801 for Greg Fowler at HealthEquity.
Where is Greg Fowler based?
Greg Fowler is based in Salt Lake City Metropolitan Area, United States while working with HealthEquity.
What companies has Greg Fowler worked for?
Greg Fowler has worked for Healthequity, The Fowler Group, Kfm Brands, National Benefit Services, Llc, and Zions Bank.
Who are Greg Fowler's colleagues at HealthEquity?
Greg Fowler's colleagues at HealthEquity include Robbie Deal, Becky/Jim Olson, Katie Rasmusson, Shrm-Scp, Hugh Taylor, and Deepthi C.
How can I contact Greg Fowler?
You can use AeroLeads to view verified contact signals for Greg Fowler at HealthEquity, including work email, phone, and LinkedIn data when available.
What schools did Greg Fowler attend?
Greg Fowler holds Mba, Business Administration from Brigham Young University.
What skills is Greg Fowler known for?
Greg Fowler is listed with skills including Retirement, Employee Benefits, Retirement Planning, 401K, Management, Leadership, Strategic Planning, and Pensions.
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