Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

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Stan L. Smith

Chief Revenue Officer

Email

[email protected]

Phone

Office: 480-300-4900
Direct: 914-643-6899

Social

LinkedIn

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Biography

Stan brings the vision of a business innovator to his role as iJoin’s Chief Revenue Officer. With 26+ years of executive experience representing fintech companies, HSA (Health Savings Account) providers, independent retirement record-keepers, retirement plan advisors, national and regional bank/trust institutions, and fee based registered investment advisors (RIA), he works with iJoin’s growing roster of technology and product partners to accelerate the introduction of market innovations that help plan advisors differentiate and deliver more value.

You might not know:

Stan once hiked Mt. Whitney (CA), the tallest peak in the contiguous states, in less than 16 hours on a single day. He also coaches kids ranging 10-18 years at Mammoth Mountain Ski & Snowboard Team (MMSST).

When he’s not championing retirement savings or traversing a mountain, Stan and his wife and two daughters relax at home in Tustin, CA.