Stan Smith CHSA®

Stan Smith CHSA®: Email & Phone Number

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Chief Growth Officer (CGO) at 401GO|Tustin, California, United States

Position:

Chief Growth Officer (CGO) at 401GO

Location:

Tustin, California, United States

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Last updated: 2026-06-02
Updated: 2026-06-02

Found email addresses for Stan Smith CHSA®:

Business emails:
s********h@fidelity.com,
s********h@fmr.com
Personal emails:
r*****t@aol.com,
r*****t@gmail.com

Found phones for Stan Smith CHSA®:

+1-623-***-**84,
+1-480-***-**74,
+1-480-***-**40
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Work Experience 26 years

Chief Growth Officer (CGO) at 401GO

Dec 2024 - Current

Chief Revenue Officer (CRO) at iJoin, A Broadridge Company

Jun 2024 - Dec 2024

Managing Director at DriveWealth

Feb 2020 - Apr 2024

Chief Executive Officer & President at SaveDaily®

Feb 2018 - Jan 2020

Vice President, Senior Relationship Manager at Fidelity Investments

Apr 2011 - Jan 2018

Vice President, Relationship Manager at Fidelity Investments

Jul 2006 - Mar 2011

Sales Executive at Fidelity Investments

Jan 2006 - Jun 2006

Senior Client Service Manager at Fidelity Investments

Jan 2004 - Dec 2005

Junior Partner/ Financial Advisor at UBS

Aug 2000 - Sep 2002

Stan Smith CHSA® started working in 2000, then the employee has changed 5 companies and 8 jobs. On average, Stan Smith CHSA® works for one company for 2 years 8 months.

Stan is proficient in English and French. Their professional focus is Accredited Investment Fiduciary (AIF), Asset Allocation, and Bonds across 3 core areas.

Stan holds CHSA, TRAU - C(k)P, and FI360 certifications.

Education

Bachelors of Art at McDaniel College

Master of Business Administration - MBA at University of Leicester School of Business

Frequently Asked Questions

What is Stan Smith CHSA®'s email address?

SignalHire found verified email addresses for Stan Smith CHSA®, both business and personal. Their business email is s**********h@fmr.com, and personal emails include s********m@yahoo.com, r*****t@aol.com, and r*****t@gmail.com.

What is Stan Smith CHSA®'s phone number?

SignalHire found multiple verified phone numbers for Stan Smith CHSA®: +1-909-***-**02, +1-623-***-**84, and +1-480-***-**74.

How do I contact Stan Smith CHSA® at 401GO?

You can reach Stan Smith CHSA® through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Stan Smith CHSA®'s professional background?

Stan Smith CHSA® has 26 years of professional experience. They have held roles including Chief Revenue Officer (CRO), Managing Director, and Chief Executive Officer & President at companies such as iJoin, A Broadridge Company, DriveWealth, and SaveDaily®. Their education includes Bachelors of Art from McDaniel College, and Master of Business Administration - MBA from University of Leicester School of Business.

Is Stan Smith CHSA®'s contact information up to date?

Yes. Stan Smith CHSA®'s SignalHire profile was last updated on 2 June 2026, reflecting their current position as Chief Growth Officer (CGO) at 401GO in Sandy, Utah, United States.

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