The Investments & Wealth Institute (IWI) has named Steve DeAngelis its new Chief Revenue Officer, a decision that underscores the organization's ambition to broaden its global footprint and reinforce its stature as a premier credentialing and educational entity for financial advisors. Effective January 2, DeAngelis will spearhead the Institute's Global Sales operations, aiming to amplify the adoption of IWI certifications and foster revenue growth through strategic partnerships and direct engagement with certification seekers.
With a career spanning over three decades in the financial services sector, including leadership roles at Goldman Sachs Asset Management and Orion Advisor Solutions, DeAngelis's expertise is expected to be pivotal in advancing the Institute's growth initiatives. His appointment is a testament to IWI's dedication to enhancing the quality and accessibility of wealth management education, a move that could have far-reaching implications for the industry.
Sean Walters, CEO of the Institute, highlighted DeAngelis's track record in driving revenue growth and innovating sales processes as key factors in his selection. This strategic hire is poised to not only benefit the Institute but also the broader financial advisory community, as it seeks to navigate an increasingly complex financial landscape. DeAngelis's focus will include leveraging the Investments & Wealth Academy to offer tailored educational solutions, thereby supporting advisor teams in their professional development.
The significance of DeAngelis's role extends to the global financial advisory sector, where the demand for credentialed and knowledgeable advisors is on the rise. By expanding the Institute's offerings and partnerships, DeAngelis aims to elevate the standards of wealth management advice available to investors worldwide. His enthusiasm for the role reflects a shared vision with the Institute to not only meet but exceed the evolving needs of financial professionals and their clients.
Founded in 1985, the Investments & Wealth Institute has established itself as a leading authority in financial advisory education, offering prestigious certifications such as the Certified Investment Management Analyst® and Certified Private Wealth Advisor. The appointment of Steve DeAngelis as Chief Revenue Officer marks a strategic step forward in the Institute's mission to shape the future of wealth management through education and credentialing.
