The Investments & Wealth Institute (IWI) has named Steve DeAngelis as its new Chief Revenue Officer, a decision that underscores the Institute's ambition to broaden its global footprint and reinforce its status as a key credentialing and educational entity for financial advisors. Effective January 2, DeAngelis will spearhead the Institute's Global Sales operations, aiming to extend the influence of IWI certifications and foster revenue growth. His extensive 30-year tenure in the financial sector, including leadership roles at Goldman Sachs Asset Management and Orion Advisor Solutions, equips him with the expertise to navigate the Institute's strategic growth and enrich its member services.
Sean Walters, the Institute's CEO, lauded DeAngelis for his track record in cultivating client relationships and innovating sales strategies to boost revenue across various corporate landscapes. This appointment is pivotal for the financial advisory domain, reflecting the Institute's resolve to uphold professional excellence and deliver superior education to wealth management practitioners. In an era marked by financial complexities, the demand for adept and certified advisors is more pronounced than ever.
DeAngelis's mandate includes forging stronger ties with leading organizations by leveraging the Investments & Wealth Academy, the Institute's digital platform for ongoing education. This effort is designed to enhance advisor team competencies and contribute to the Institute's revenue streams. The ramifications of DeAngelis's appointment transcend the Institute, promising to elevate the caliber of financial guidance available to investors worldwide.
Expressing his zeal for the new role, DeAngelis remarked on the privilege of joining the Institute during a transformative phase and his eagerness to work alongside the team to refine offerings and address the dynamic needs of financial professionals. The Investments & Wealth Institute, established in 1985, is renowned for its prestigious certifications, such as the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor (CPWA®), playing a critical role in advancing wealth management education and credentialing.
For more information on the Investments & Wealth Institute and its initiatives, visit https://www.investmentsandwealth.org. The selection of DeAngelis as Chief Revenue Officer is a testament to the Institute's strategic vision to amplify its role in defining the future of wealth management education and professional standards.
