Stan Smith CHSA

Stan Smith, CHSA®, AIF®, C(k)P®, MBA, is a business innovator and senior financial services executive with over 27 years of experience. Currently serving as the Chief Growth Officer at 401GO, they focus on strategic growth planning, sales optimization, and innovation. Previously, Stan held key leadership roles at Fidelity Investments, iJoin, SaveDaily®, and DriveWealth, where they significantly increased assets under management and executed successful business strategies. Stan earned a Bachelor of Arts in International Studies from McDaniel College and an MBA in Finance from the University of Leicester School of Business.