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Jon Kessler

"Once you really understand how an HSA plan works, you will never go back to conventional health insurance."
-Jon Kessler

Jon Kessler

President / CEO

Jon Kessler is the president and CEO of HealthEquity, managing the company's day-to-day operations and leading the Board of Directors. He joined HealthEquity in 2009.

Jon is the founder of WageWorks (NYSE: WAGE), a provider of tax-advantaged programs for consumer-directed health, commuter and other employee spending account benefits. During his tenure as chairman and CEO from 2000 through 2007, WageWorks was named to the Inc. 500 list of US private growth companies three consecutive years, growing from zero to nearly $100m in sales. Jon was also previously a senior economist in Washington, DC, specializing in employee benefits and environmental taxation during the Clinton and Bush (Sr.) administrations, and a benefits taxation specialist at Arthur Andersen, LLP.

Jon holds a master's degree in Public Policy from Harvard's John F. Kennedy School of Government and a bachelor's degree from George Washington University in Washington, DC. He holds a US patent for inventions covering methods for electronically adjudicating pre-tax healthcare and other expense transactions. Jon is an advisory board member of the Innovation in Insurance program of the University of South Carolina's Moore School of Business.

"Once you really understand how an HSA plan works, you will never go back to conventional health insurance. I am proud to say that NOBODY supports families making the jump to HSAs like HealthEquity. Whether its reviewing hospital bills for errors, using claims-level analysis to find specific ways to spend less, or creating a plan to build health savings for the long term, our specialists walk you through it, anytime, twenty-four hours a day, seven days a week."

Stephen Neeleman

"HSAs are key to our mission and they are quickly changing the way the people purchase, consume, and provide health care."
-Stephen Neeleman

Stephen D. Neeleman, MD

Founder / Vice Chair

Dr. Stephen Neeleman is the founder and vice chairman of HealthEquity. Steve founded HealthEquity in 2002, with the vision to repair the fractured relationship between patients and their physicians and to help more people obtain quality health insurance by re-introducing consumerism to health care. Steve is the co-author of The Complete HSA Guidebook—How to Make Health Savings Accounts Work for You.

In addition to his duties as founder and vice chairman of HealthEquity, Steve was also a practicing general and trauma surgeon for Intermountain Healthcare at American Fork Hospital and Utah Valley Regional Medical Center until 2015. As a board-certified physician, Steve brings his passion and firsthand knowledge from the practice of medicine to his leadership role at HealthEquity.

Steve was appointed by Utah's Governor, Gary Herbert, to serve as a board member of HIP Utah, Utah's high-risk insurance pool. He also serves on the Council for Affordable Health Insurance HSA Working Group, and on America's Health Insurance Plans' HSA Leadership Council.

Prior to his medical training, Steve worked as the general airport manager for Morris Air (later acquired by Southwest Airlines), based in Salt Lake City, Utah. Steve helped combine efficiency, technology, and excellent customer service to succeed in a rocky industry. This innovative business model allowed Morris Air to rise above financially struggling competitors. Steve's goal is to use this model to help save another struggling industry—health care.

Steve completed his undergraduate degree and played football at Utah State University. He attended medical school at the University of Utah and completed his surgical training at the University of Arizona. Steve also served as an assistant professor of surgery at the University of Arizona.

"HealthEquity's mission is to save health care by helping people better save and spend their health care dollars. HSAs are key to our mission and they are quickly changing the way the people purchase, consume, and provide health care. HealthEquity's remarkable team members help individuals, families, and businesses understand and reap the triple-tax advantaged benefits that come with HSAs. I love being part of this team!"

Darcy Mott

Darcy Mott

Executive Vice President / CFO

Darcy Mott joined HealthEquity as executive vice president, treasurer and chief financial officer in March 2007. At HealthEquity, Darcy is responsible for all finance and trust operations.

Darcy began his career at Arthur Andersen & Co. where he served a variety of public and private audit clients in both the Boise and Chicago offices. After nine years, Darcy left public accounting and joined Novell, Inc., a networking software company.

At Novell, he served for 12 years in various financial management positions, including eight years as treasurer. Darcy had responsibility for all treasury functions, external financial reporting, shareholder services, credit and collections, risk management, internal audit, corporate travel,corporate aviation, and worldwide facilities.

In 1999, Darcy joined The Canopy Group, a technology investment company, as vice president, treasurer, and chief financial officer. At Canopy, he was responsible for all finance operations and was on the Board of Directors of several portfolio companies, both public and private. After leaving Canopy in December 2004, Darcy served as an independent investor and business consultant until he joined HealthEquity.

Darcy holds a bachelor's degree in Accounting from Brigham Young University and is a Certified Public Accountant.

Del Ladd

Del Ladd

Executive Vice President / General Counsel & Secretary

Del Ladd serves as the executive vice president, general counsel and secretary of HealthEquity, Inc. and leads our Legal Department. He has substantial experience in corporate governance, securities and mergers and acquisitions. Prior to joining HealthEquity in 2016, Del worked in New York for Willkie Farr & Gallagher LLP. He is a graduate of the University of Colorado and St. John's School of Law, where he graduated cum laude.

Jody Dietel

Jody Dietel

Senior Vice President Compliance and Regulatory Affairs

Jody Dietel joined HealthEquity in 2019 through the acquisition WageWorks and leads the compliance and regulatory affairs teams. Prior to that, Jody founded Creative Benefits, Inc. in 1989, a consumer-directed healthcare benefits company.

Jody navigates federal and state regulations and serves as a liaison between HealthEquity and key industry groups and governing bodies. Jody is a board member and Chair of the Employers Council of Flexible Compensation (ECFC), a board member and Vice President of the Special Interest Group for IIAS Standards, a member of the American Bankers Association's HSA Council Board, and a member of the Policy Board of the American Benefits Council. Previously, she has held various leadership roles at Prudential Insurance Company of America and the Wyatt Company (now Towers Watson).

Jody holds a Bachelor of Arts degree in psychology from Bethel University.

Larry Trittschuh

Larry Trittschuh

Executive Vice President / CSO

Larry Trittschuh is the chief security officer of HealthEquity. Larry leads information security, privacy, fraud prevention, incident response, physical security teams, compliance as well as the enterprise risk department.

Prior to joining HealthEquity, Larry served as chief security officer for Barclays Americas. Larry’s professional background also includes senior vice president, information security for Synchrony Financial and various information security roles at General Electric. Larry has been an active participant in shaping cybersecurity partnership strategies in both industry and government. He was a founding Board member of the Defense Security Information Exchange (DSIE) and served on the Board of Directors of the Internet Security Alliance.

Prior to joining GE, Larry served as a pilot in the United States Air Force and Senior Consultant for BearingPoint, a management and technology consulting firm. He holds a bachelors degree in political science from the United States Air Force Academy and an FAA Airline Transport Pilot certificate with nearly 3,000 total flight hours.

Natalie Atwood

"People are my passion. I work to inspire others to be the best they can be. I love building the people here at HealthEquity, as we help our members build their health savings."
-Natalie Atwood

Natalie Atwood

Senior Vice President of People

Natalie serves as the senior vice president of people leading the human resource function for HealthEquity. Natalie brings her love of developing people and her commitment to service excellence to this role.

Natalie started with HealthEquity in 2006 working in Operations, learning the day-to-day administrative processes. Within months, she was promoted to lead the Member Services organization. She led the fast paced, 24/7/365 service center until 2012. While managing this critical function the number of members grew from 10,000 to over 550,000.

Natalie worked for American Express for 10 years where she led teams of financial advisors in Salt Lake City and Minneapolis. She oversaw the Workforce Management function for a 700-seat service center, and also provided leadership in the Corporate Training department. While there, she earned eight Top Performer Awards, a Diversity Team Recognition, and her Six Sigma Green Belt certification.

Natalie has held NASD Series 6, 7, 9 and 63 securities licenses, earned an Adult Learning Certificate and Master of Education from Westminster College, and attended Utah State University.

"People are my passion. I work to inspire others to be the best they can be. I love building the people here at HealthEquity, as we help our members build their health savings."

Ted Bloomberg

Ted Bloomberg

Executive Vice President / COO

Ted serves as the chief operating officer of HealthEquity managing the company's day-to-day operations. He leads our service delivery and operations, technology, sales, product and marketing teams.

Prior to joining HealthEquity, Ted was senior vice president of operations, strategy and support for Financial Engines. Financial Engines offers objective investment advice to over nine million people through its relationships with hundreds of large employers and retirement plan recordkeepers nationwide. Immediately prior to Financial Engines, Ted served as the chief operating officer of The Mutual Fund Store, a large registered investment advisor that was sold to Financial Engines in 2016. Before that, Ted served 10 years in various capacities of leadership at TD Ameritrade.

Ted holds a bachelor of arts degree in industrial and labor relations from Cornell University.

Adam Hostetter

Adam Hostetter

Executive Vice President, Chief Marketing Officer

Adam leads marketing operations in growing existing health plan and enterprise channels, developing and strengthening direct sales and retirement plan partner channels, and delivering the total engagement strategy.

Prior to HealthEquity, Adam served as Senior Vice President of Marketing at Financial Engines, Vice President of Marketing and Chief Technology Officer at The Mutual Fund Store, and Director of Digital Products at TD Ameritrade.

Adam holds a bachelor's degree from Brigham Young University-Idaho.

Angelique Hill

Angelique Hill

Executive Vice President of Operations

Angelique Hill serves as executive vice president of operations at HealthEquity. She leads all service delivery functions and back-office operations, ultimately driving the company's commitment and passion to provide world-class experiences to our members, partners, and employers.

Prior to joining HealthEquity, Angelique was the Director of Operations at Optum Bank. She also led the operations team at MinervaHealth, where she began her career in consumer driven healthcare.

Angelique holds an undergraduate degree in Communications from Ohio University.

Becky Whitehead

Becky Whitehead

Executive Vice President / CTO / CIO

Becky Whitehead is the Chief Technology Officer at HealthEquity. She leads over 400 teammates dedicated to delivering high quality, scalable, and secure software solutions while supporting the strategic goals of the organization.

At the forefront of driving future technology, Becky’s teams at HealthEquity are leveraging modern system architectures and cloud solutions to support more than 12 million members, ultimately generating over $500 million in annual revenue. A team member for more than seven years, Becky has overseen the organization’s successful transition to Lean/Agile practices focused on DevSecOps and Continuous Delivery models that enable HealthEquity technology teams to continue to scale. She is also part of the company’s women in leadership committee, Elevate, and plays a key role in helping empower women across the organization. Becky has been instrumental in growing technologists at HealthEquity, building education and training programs to accelerate technology learning and career pathing.

Prior to joining HealthEquity, Becky served as PMO director at StayWell Interactive, where she implemented solid project management practices and transitioned the software development organization to Agile/Scrum methodologies. She also previously worked at GE as a strategic project manager, leading multiple high-priority technology projects.

Becky holds an undergraduate degree in Information Technology from University of Phoenix.

Bill Otten

Bill Otten

Executive Vice President of Sales

Bill Otten joins HealthEquity as the executive vice president of sales and draws on more than 30 years of experience in building and leading world-class sales and delivery teams in the human capital management and technology industries.

Most recently, Bill was division vice president of sales for the Value Added Services of ADP, a comprehensive global provider of cloud-based human capital management solutions, and served in various other sales leadership roles with ADP over the last 14 years. Prior to joining ADP, he was a co-founder and CFO of Interlink Capital, Inc. and held various sales leadership roles at Enterprise Fleet Services.

Bill holds an MBA from Johns Hopkins and a Bachelor of Science degree in business from Missouri State University.

Brad Bennion

Brad Bennion

Senior Vice President of Corporate Development

Brad Bennion serves as the senior vice president of corporate development. He leads HealthEquity's strategic planning process by improving core organization capabilities as well as identifying new markets and channels.

Brad has been instrumental in the development of the HealthEquity proprietary account administration platform and has directly implemented many of the company's largest partners and clients. Drawing upon his years of experience in both implementation and account management, Brad is leading the company's corporate development, strategy and decision support functions. He is passionate about using data analytics to help the company make incrementally better decisions every day.

Prior to joining HealthEquity 12 years ago, Brad worked for Ingenix as a senior business analyst. He holds an MBA and a Bachelor of Science in finance from Brigham Young University.

Greg Fowler

Greg Fowler

Vice President, Enterprise Service Delivery

Greg Fowler is the vice president of enterprise service delivery and leads the teams who focus on delivering HealthEquity's purple service to our health plan partners, brokers and clients.

Prior to joining HealthEquity, Greg led various functions at National Benefit Services (NBS) for over 17 years, most recently as senior vice president overseeing operations and account management. Greg also led the retirement strategy and oversaw all operations in the retirement and document departments at NBS.

Greg holds an MBA in business administration from Brigham Young University and a Bachelor of Science degree in accounting from University of Phoenix.

Mark Magee

Mark Magee

Senior Vice President of Product

Mark Magee is Vice President of Product at HealthEquity, responsible for driving overall product strategy and roadmap for HealthEquity solutions. Mark is an accomplished product management and marketing executive with over two decades of experience in bringing solutions to market that solve key customer challenges.

His background includes product management, product marketing and corporate development for very large, diverse and global product lines. Prior to HealthEquity roles at Symantec, MaritzCX and Ancestry.com.

Mark has a bachelor's degree in Finance from Brigham Young University and an MBA from Westminster College.

Steve Lindsay

Steve Lindsay

Senior Vice President of Relationship Management

Steve leads the relationship management team to create value for HealthEquity partners and top employer customers. He was the first non-founding executive hired at HealthEquity and has been with the company since 2006. During his time at HealthEquity, Steve has led the people function, member services, operations, channel sales and now relationship management.

Prior to joining HealthEquity, Steve served in and led people functions within FranklinCovey and UnitedHealth Group for 14 years. He pursued a bachelor's degree from Brigham Young University in Sociology with a minor in business. Steve volunteers at organizations like Dahlia's Hope and The Road Home that give hope and strengthens individuals and families to become self-reliant despite significant obstacles.