James Ivie's Location
Provo, Utah, United States
James Ivie's Work
- Vice President, Investment Trust @ HealthEquity
- President and Managing Member - HealthEquity Advisors, LLC @ HealthEquity
- Committee Roles and Responsibilities @ HealthEquity
- Vice President, Product Development, Chief Compliance Officer @ Financial Guard
- Financial Software Development at Alpine Consulting @ Alpine Consulting Inc
- Co-Founder and Managing Partner at Financial Visions, and Financial Calculators @ Financial Visions, LLC & Financial Calculators, LLC
- Director of Financial Planning Systems and Integrations (Fipsco) @ Fiserv
- Financial Planning Systems Manager (Sterling Wentworth Corp.) @ SunGard - now part of FIS
James Ivie's Education
- Brigham Young University
Business (Finance and Financial Management Services)
1980 - 1986 - The American College of Financial Services
Chartered Financial Consultant (ChFC) (Financial Planning and Services)
James Ivie's Skills
- Financial Services
- Customer Service
- Investments
- Entrepreneurship
- Insurance
- Strategic Financial Planning
- Project Management
- Strategic Planning
- Finance
- Leadership
James Ivie's Summary
James Ivie, based in Provo, Utah, United States, is currently a Vice President, Investment Trust at HealthEquity, bringing experience from previous roles at HealthEquity, Financial Guard and Alpine Consulting, LLC. James Ivie holds a 1980 - 1986 Business in Finance and Financial Management Services @ Brigham Young University. With a robust skill set that includes Financial Services, Customer Service, Investments, Entrepreneurship, Insurance and more, James Ivie contributes valuable insights to the industry. James Ivie has 4 emails and 1 mobile phone number on RocketReach.
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