The Investments & Wealth Institute (IWI) has announced the appointment of Steve DeAngelis as its new Chief Revenue Officer, effective January 2. This strategic move signals the Institute’s commitment to expanding its global presence and enhancing its position as a leading credentialing body and educational resource for financial advisors and wealth management professionals.
In his new role, DeAngelis will oversee the Institute’s Global Sales operations, providing strategic direction to expand the reach of IWI certifications and drive revenue growth. His responsibilities include leading a team focused on growth through direct consultation with individuals seeking certification and developing long-term partnerships with prominent investment and wealth management organizations.
DeAngelis brings over 30 years of experience in the financial services industry to his new position. His diverse background includes roles at Goldman Sachs Asset Management, FS Investments, and Orion Advisor Solutions, where he served as Chief Revenue Officer. This wealth of experience positions him well to drive the Institute’s growth strategy and enhance its offerings to members.
Sean Walters, Chief Executive Officer of the Institute, expressed confidence in DeAngelis’s ability to contribute to the organization’s strategic objectives. ‘Steve DeAngelis has a proven record of successfully managing client relationships, innovating and improving sales processes to generate revenue growth in both entrepreneurial environments and within larger corporations,’ Walters stated.
The appointment of DeAngelis as Chief Revenue Officer is significant for the financial advisory industry, as it underscores the Institute’s commitment to elevating professional standards and providing high-quality education to wealth management professionals. As the financial landscape continues to evolve, the need for well-credentialed and knowledgeable advisors becomes increasingly important.
DeAngelis’s role will include expanding relationships with respected organizations by offering customized educational solutions through the Investments & Wealth Academy, the Institute’s online continuing education platform. This initiative aims to further educate advisor teams and drive revenue growth for the Institute.
The impact of this appointment extends beyond the Institute itself. As financial advisors face growing complexities in serving their clients, access to advanced education and credentialing becomes crucial. DeAngelis’s leadership in expanding the Institute’s reach could potentially influence the quality of financial advice available to investors across the globe.
DeAngelis expressed enthusiasm about his new role, stating, ‘I am honored to join the Institute at such a pivotal time and look forward to collaborating with our team to enhance our offerings and support the evolving needs of financial professionals. Together, we’ll continue to elevate the standards of wealth management, ensuring our members deliver exceptional value to their clients.’
The Investments & Wealth Institute, founded in 1985, serves as a premier professional association, education provider, and standards body for financial advisors. The organization offers several acclaimed certifications, including the Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor (CPWA®), and Retirement Management Advisor® (RMA®) certifications.
As the financial advisory landscape continues to evolve, the appointment of Steve DeAngelis as Chief Revenue Officer at the Investments & Wealth Institute represents a strategic move to strengthen the organization’s position and expand its influence in shaping the future of wealth management education and credentialing.
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