Stan Smith CHSA®, AIF®, C(k)P®
Managing Director at DriveHSA, Powered by DriveWealth- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Native or bilingual proficiency
-
French Native or bilingual proficiency
Topline Score
Bio
Credentials
-
CHSA
Access Point HSAMay, 2022- Nov, 2024 -
TRAU - C(k)P
TRAU - The Retirement Advisor UniversityMar, 2014- Nov, 2024 -
FI360
Fi360Sep, 2008- Nov, 2024 -
Series 7, Series 63, Series 9/10
FINRA (Financial Industry Regulatory Authority)Sep, 1998- Nov, 2024 -
Professional Ski Instructor of America
PSIA - AASI Professional Ski Instructors of America - American Association of Snowboard Instructors
Experience
-
DriveHSA, Powered by DriveWealth
-
United States
-
Financial Services
-
1 - 100 Employee
-
Managing Director
-
Mar 2020 - Present
DriveHSA, a new division of DriveWealth, is transforming the Health Savings Account (HSA) investment space all in a digital enabled solution. As the founder, my responsibilities are to develop, consult, staff and manage the functions of DriveHSA, and embed the DriveWealth Brokerage infrastructure as a Service (BiaS) to HSA administrators, Banks, Insurance companies, HSA SaaS providers and more. Currently an ABA HSA Council member and sponsor of the Western Pension & Benefit Council of Orange… Show more DriveHSA, a new division of DriveWealth, is transforming the Health Savings Account (HSA) investment space all in a digital enabled solution. As the founder, my responsibilities are to develop, consult, staff and manage the functions of DriveHSA, and embed the DriveWealth Brokerage infrastructure as a Service (BiaS) to HSA administrators, Banks, Insurance companies, HSA SaaS providers and more. Currently an ABA HSA Council member and sponsor of the Western Pension & Benefit Council of Orange County. CHSA certified. DriveWealth is an API driven solution that owns the full stack; from brokerage, clearing to custody capabilities. DriveWealth can power any investment infrastructure; from Digital Advise, Trading, Rewards, Round Ups, Retirement solutions to now Health Savings Account (HSA). DriveWealth LLC is a registered Broker Dealer and member of FINRA & SIPC. Show less DriveHSA, a new division of DriveWealth, is transforming the Health Savings Account (HSA) investment space all in a digital enabled solution. As the founder, my responsibilities are to develop, consult, staff and manage the functions of DriveHSA, and embed the DriveWealth Brokerage infrastructure as a Service (BiaS) to HSA administrators, Banks, Insurance companies, HSA SaaS providers and more. Currently an ABA HSA Council member and sponsor of the Western Pension & Benefit Council of Orange… Show more DriveHSA, a new division of DriveWealth, is transforming the Health Savings Account (HSA) investment space all in a digital enabled solution. As the founder, my responsibilities are to develop, consult, staff and manage the functions of DriveHSA, and embed the DriveWealth Brokerage infrastructure as a Service (BiaS) to HSA administrators, Banks, Insurance companies, HSA SaaS providers and more. Currently an ABA HSA Council member and sponsor of the Western Pension & Benefit Council of Orange County. CHSA certified. DriveWealth is an API driven solution that owns the full stack; from brokerage, clearing to custody capabilities. DriveWealth can power any investment infrastructure; from Digital Advise, Trading, Rewards, Round Ups, Retirement solutions to now Health Savings Account (HSA). DriveWealth LLC is a registered Broker Dealer and member of FINRA & SIPC. Show less
-
-
-
SaveDaily®
-
United States
-
Financial Services
-
1 - 100 Employee
-
Chief Executive Officer & President
-
Feb 2018 - Jan 2020
SaveDaily is a digital investment platform with a proprietary recordkeeping solution supporting both domestic and international B2B clients. On the US Domestic side, we offer a white label/private label investment solution for Credit Unions, Banks, Broker Dealers, non-financial institutions and Health Savings Account (HSA) providers. We also have a RolloverSaver solution where we find missing participants, terminated plans and un-cashed checks for TPA and Plan Sponsors. On the International… Show more SaveDaily is a digital investment platform with a proprietary recordkeeping solution supporting both domestic and international B2B clients. On the US Domestic side, we offer a white label/private label investment solution for Credit Unions, Banks, Broker Dealers, non-financial institutions and Health Savings Account (HSA) providers. We also have a RolloverSaver solution where we find missing participants, terminated plans and un-cashed checks for TPA and Plan Sponsors. On the International side, we support an API solution with 6 models (Mass Market, High-Net Worth, Pension, Credit Card, Robo-Advisor, and Insurance) to Tier I Banks. SaveDaily is headquartered in Costa Mesa, CA with an office in Dubai, U.A.E. Show less SaveDaily is a digital investment platform with a proprietary recordkeeping solution supporting both domestic and international B2B clients. On the US Domestic side, we offer a white label/private label investment solution for Credit Unions, Banks, Broker Dealers, non-financial institutions and Health Savings Account (HSA) providers. We also have a RolloverSaver solution where we find missing participants, terminated plans and un-cashed checks for TPA and Plan Sponsors. On the International… Show more SaveDaily is a digital investment platform with a proprietary recordkeeping solution supporting both domestic and international B2B clients. On the US Domestic side, we offer a white label/private label investment solution for Credit Unions, Banks, Broker Dealers, non-financial institutions and Health Savings Account (HSA) providers. We also have a RolloverSaver solution where we find missing participants, terminated plans and un-cashed checks for TPA and Plan Sponsors. On the International side, we support an API solution with 6 models (Mass Market, High-Net Worth, Pension, Credit Card, Robo-Advisor, and Insurance) to Tier I Banks. SaveDaily is headquartered in Costa Mesa, CA with an office in Dubai, U.A.E. Show less
-
-
-
Fidelity Investments
-
United States
-
Financial Services
-
700 & Above Employee
-
Vice President, Senior Relationship Manager
-
Apr 2011 - Jan 2018
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. Our focus was to develop and implement business plans/goals for my region utilizing a bottom-up planning approach. Our emphasis is to deliver a tailored approach for each B2B partner, presenting solutions that may combine different products, services, platforms, and businesses to meet unique client needs. Received Spirit… Show more 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. Our focus was to develop and implement business plans/goals for my region utilizing a bottom-up planning approach. Our emphasis is to deliver a tailored approach for each B2B partner, presenting solutions that may combine different products, services, platforms, and businesses to meet unique client needs. Received Spirit Award in 2013.
-
-
Vice President, Relationship Manager
-
Jul 2006 - Mar 2011
Acted as a business consultant within the Registered Investment Advisor (RIA) community, where I managed 30+ advisor relationships, totaling $7 billion in AUM. Our focus was to increase asset growth/share of wallet and overall profitability of the relationships. Our four tenants to our business planning approach are: help Advisors drive scale and efficiencies in their practice; help Advisors grow their business, help Advisors better service their end client's need, and keep our Advisors on the… Show more Acted as a business consultant within the Registered Investment Advisor (RIA) community, where I managed 30+ advisor relationships, totaling $7 billion in AUM. Our focus was to increase asset growth/share of wallet and overall profitability of the relationships. Our four tenants to our business planning approach are: help Advisors drive scale and efficiencies in their practice; help Advisors grow their business, help Advisors better service their end client's need, and keep our Advisors on the forefront of the industry. Exceeded yearly goals by 128% for 2006 ($385M) and 150% for 2007 ($787M) of net new assets to our platform. Received President's Club Award in 2007, Impact Player Award in 2007, and Winner's Circle Award in 2008.
-
-
Sales Executive
-
Jan 2006 - Jun 2006
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.
-
-
Senior Client Service Manager
-
Jan 2004 - Dec 2005
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 firms. Promoted to Senior Client Service Manager within 18 months.
-
-
-
UBS
-
Switzerland
-
Financial Services
-
700 & Above Employee
-
Junior Partner/ Financial Advisor
-
Aug 2000 - Sep 2002
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 municipal and corporate bond issues 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 municipal and corporate bond issues
-
-
Education
-
1994 - 1998
McDaniel College
Bachelors of Art, International Studies -
2002 - 2004
University of Leicester
MBA, Finance
Community
