Stan Smith Chsa®, Aif®, C(K)P®, Mba Email & Phone Number

West Jordan, Utah, US

- My core focus is around strategic growth planning, data-driven decision making, team collaboration, and innovation

Scottsdale, Arizona, US

- iJoin is an embedded technology enabler in the retirement space (providing digital and personalized goal based experiences via API or SSO; financial wellness and literacy; deep data management analytics; with products that range from managed accounts; guaranteed lifetime income, personalized TDF; to a turnkey voluntary IRA solution)- My responsibilities.

New York, NY, US

- Built a new division called DriveHSA that modernized and transformed the Health Savings Account (HSA) investment space all in a digital enabled solution - My responsibilities were to develop, consult, staff and manage the functions of DriveHSA, and embed the DriveWealth Brokerage infrastructure as a Service (BiaS) to HSA administrators, Banks, Credit.

Costa Mesa, California, US

- Managed a mid-size financial technology company that caters to Banks, Credit Unions, Health Savings Account (HSA) providers, and non-financial institutions all in a private label solution (SSO and/or API)- Successfully grew our top client’s revenue year over year by 25% and cut various vendor relationships pricing by 15-20%- Renegotiated existing partner.

Boston, MA, US

- Within 5 years I grew a business from $8B to $34B in assets under administration, covering some of the largest west coast Banks, Trust companies & Retirement record keepers- Core focus was to develop and implement business plans/goals for my region utilizing a bottom-up planning approach- Our emphasis was to deliver a tailored approach for each B2B.

Boston, MA, US

- Managed 30+ Registered Investment Advisor (RIA) relationships, totaling $7 billion in AUM- Core focus was to increase asset growth/share of wallet and overall profitability of the relationships- Exceeded yearly goals by 128% for 2006 ($385M) and 150% for 2007 ($787M) of net new assets to our platform- Consulted with advisors in effectively streamlining.

Boston, MA, US

Responsible for Sales and Relationship Management in the Southern California region for Fidelity's Registered Investment Advisor Group. I was promoted within six months to Vice President and Relationship Manager to our preferred and most strategic clients.

Boston, MA, US

I worked as part of the Fidelity Institutional Brokerage Group handling $2 billion. Made sound, definitive business decisions, which met and exceeded Fidelity’s client needs within the policies, procedures and practices of the client service model. Developed and maintained an excellent business relationship with middle-to-senior management at the advisory.

Zurich, CH

Managed $70 million in assets for Institutional, Hedge Funds, and High net worth clients. Corresponded daily with Institutional and Hedge Funds regarding put/call option strategies, LEAPS, money flow, morning calls and trading ideas. Liaison between syndicate desk and Private Banking Associates regarding IPOs, new closed-end tax-free funds, and new.

Bachelors Of Art, International Studies

Master Of Business Administration - Mba, Finance, General