Linda Hoffman

Linda Hoffman has over 25 years of work experience, primarily in the financial services industry. Linda currently holds the position of Account Executive Director at HealthEquity, starting in 2022. Prior to this, Linda worked at Fidelity Investments from 1997 to 2021, holding various roles including Director of HSA Strategic Product Analysis, Senior HSA Product Manager, Senior Service Delivery Leader, Program Manager, Business Infrastructure Management, Service Delivery Manager for Health Savings Account (HSA), Client Service Manager, Operations Manager, Senior Operations Analyst, and Brokerage Trader. Throughout their career, Linda has demonstrated expertise in HSA and Reimbursement Account (RA) offerings, strategic product analysis, vendor relationships, service delivery, program and operations management, and client service. Linda has also applied Agile Methodology and played a key role in driving new functionality, readiness, and deployment.

Linda Hoffman, CEBS, obtained a Bachelor of Science degree in Economics and Social Sciences from Stony Brook University in the years 1986 to 1989. Additionally, they hold certifications as a Certified Employee Benefit Specialist (CEBS) from the International Foundation of Employee Benefit Plans (IFEBP), and has completed the Series 63 and Series 7 examinations offered by FINRA.