TheJobsMapInvestments & Wealth Institute jobs and careers
About Investments & Wealth Institute
The Investments & Wealth Institute is a non-profit association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. The Institute is the premier source for wealth, investment, and retirement advising news, podcasts, CE events, certifications, andmore. The Institute’s professional designations and educational programs help advisors deliver on that value every day.
- Founded
- 1985
- Employees
- 51 to 100
Leadership
The top of Investments & Wealth Institute's org chart, with how many people report into each leader.
Sean Walters, CAE
Chief Executive Officer
32 reports
Debbie Nochlin
Editorial Director
1 report
Jamie Lewis
Director Of Technology
Elissa Motley
Human Resources Director
1 report
Robert Frankel
General Counsel And Managing Director Of Certifications
4 reports
Sandra Garcia
Chief Financial Officer
Lara Davies
Director, Key Accounts And Sales Operations
Mike Kurz
Director Of Programs
9 reports
Steve DeAngelis
Chief Revenue Officer