James Ivie Email & Phone Number

Draper, Ut, Us

HealthEquity is the nation’s oldest and largest health savings trustee and provider of consumer directed benefits (CDBs). We help individuals and families build health savings while helping employers spend less on benefits through innovative, integrated health care account administration and investment platforms. • Work with b/d maintaining $5B+ HSA investment omnibus account • Provide investment training programs for Member Services and Sales teams • Lead multi-functional team creating consumer-facing tools & education • Support Sales dept as investment subject matter expert in presentations • Work with Engineering in developing, and maintaining trading platform

Draper, Ut, Us

HealthEquity Advisors (HEA) is an SEC-registered investment adviser and a wholly-owned subsidiary of HealthEquity. HEA provides investment advisory services to HSA account holders through its web-based automated investment advisory tools, and to HealthEquity, Inc. in the research, selection and maintenance of mutual funds offered to HSA account holders through the HQY investment platform. • Oversaw the creation of SEC-registered advisory firm, manage same • Chair of investment committee, Chief Compliance Officer until 09/15 • Developed & maintain successful online advisory software • Create advisory educational content, such as quarterly investment reports

Draper, Ut, Us

• Chair, HealthEquity Advisors LLC, Investment Committee• Member, HealthEquity Retirement Services LLC, Administrative Committee• Member, HealthEquity, Retirement Plan Committee

Financial Guard is an SEC-registered online investment advisor (robo-advisor). Financial Guard provides investment allocation, fund selection, and financial education. Acting as a fiduciary we are committed to delivering professional, unbiased & transparent investment advisory services. Financial Guard links all of a subscriber's investment accounts into a single investment advisory platform and advises holistically across an investor's entire portfolio. • Oversaw product development including user experience, investment analytics & advice • Served as Chief Compliance Officer • Created, served on, and oversaw investment committee

Alpine Consulting, LLC is dedicated to providing analytical and educational software development expertise to financial services institutions, working as either members of your internal development team or providing turnkey system design, development and distribution solutions. Contract engagements included: • Multiple projects for Sungard Wealth Management Solutions designing financial planning and analytical modeling tools • Designed and oversaw development of proprietary financial planning and practice management systems for Allegis Advisors, LLC, the advisory arm of Beneficial Life

• FINANCIAL VISIONS, LLC provides a unique and proprietary web site creation, compliance and hosting platform for financial professionals including investment advisers, insurance agents, RIAs, and brokers. Over the course of four years developed Financial Visions from an idea to a leading provider of NASD compliant web sites and online analytical and educational tools for financial professionals. Product included extensive compliance maintenance tools, reporting features, and usage tracking tools. • FINANCIAL CALCULATORS, LLC develops financial content for licensing to financial services institutions for inclusion in their own web projects. Over 100 standard calculators, a dozen comprehensive financial planning modules, and compelling financial articles. Clients include broker/dealers, advisory firms, insurance companies and banks. Innovative and proprietary web-delivery system allows for real-time institutional customization, database-driven dynamic content delivery, and NASD compliant content.

Milwaukee, Wisconsin, Us

Fipsco (Now Fiserv Insurance Services) is a leading provider of both desktop and web-based insurance ledgering, proposal, and sales systems for the insurance and annuities markets. Accomplishments included the development of suite of comprehensive financial planning modules and their seamless integration into industry leading insurance ledgering products.

Wayne, Pa, Us

Sterling Wentworth Corp. (now SunGard Online Investment Systems) is an industry leading creator of comprehensive desktop and online financial planning analytical and presentation systems for the personal and business financial planning industries. SWC provides its detailed and consumer-centric modules to a broad group of financial services professionals including banks, brokerages, insurers, and investment advisory firms.

Business, Finance And Financial Management Services

Chartered Financial Consultant (Chfc), Financial Planning And Services