James Ivie Email and Phone Number
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James Ivie is a Vice President, HealthEquity • Managing Member, HealthEquity Advisors, LLC at HealthEquity. He possess expertise in financial services, customer service, investments, entrepreneurship, insurance and 22 more skills.
Healthequity
View- Website:
- healthequity.com
- Employees:
- 501
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Vice President, Investment TrustHealthequity Feb 2013 - PresentDraper, Ut, UsHealthEquity 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
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President & Managing Member - Healthequity Advisors, LlcHealthequity Feb 2013 - PresentDraper, Ut, UsHealthEquity 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
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Committee Roles & ResponsibilitiesHealthequity May 2013 - PresentDraper, Ut, Us• Chair, HealthEquity Advisors LLC, Investment Committee• Member, HealthEquity Retirement Services LLC, Administrative Committee• Member, HealthEquity, Retirement Plan Committee
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Vice President, Product Development, Chief Compliance OfficerFinancial Guard Feb 2010 - Feb 2014Financial 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
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Financial Software Development At Alpine ConsultingAlpine Consulting, Llc Jan 2007 - Feb 2010Alpine 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
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Co-Founder & Managing Partner At Financial Visions, And Financial CalculatorsFinancial Visions, Llc & Financial Calculators, Llc Jan 1999 - Jan 2007• 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.
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Director Of Financial Planning Systems & Integrations (Fipsco)Fiserv May 1995 - Dec 1998Milwaukee, Wisconsin, UsFipsco (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. -
Financial Planning Systems Manager (Sterling Wentworth Corp.)Sungard - Now Part Of Fis Jun 1986 - Apr 1994Wayne, Pa, UsSterling 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.
James Ivie Skills
James Ivie Education Details
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Brigham Young UniversityFinance And Financial Management Services -
The American College Of Financial ServicesFinancial Planning And Services
Frequently Asked Questions about James Ivie
What company does James Ivie work for?
James Ivie works for Healthequity
What is James Ivie's role at the current company?
James Ivie's current role is Vice President, HealthEquity • Managing Member, HealthEquity Advisors, LLC.
What is James Ivie's email address?
James Ivie's email address is ja****@****ing.com
What is James Ivie's direct phone number?
James Ivie's direct phone number is +180123*****
What schools did James Ivie attend?
James Ivie attended Brigham Young University, The American College Of Financial Services.
What skills is James Ivie known for?
James Ivie has skills like Financial Services, Customer Service, Investments, Entrepreneurship, Insurance, Strategic Financial Planning, Project Management, Strategic Planning, Finance, Leadership, Start Ups, Business Strategy.
Who are James Ivie's colleagues?
James Ivie's colleagues are Alaina Tramell, Sandra Paige Frankel, Cassidy Fullmer, Kendall Hall, Farhana Ali, Jasmine King, Andrew Winkler.
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