Investments & Wealth Institute

Q: What is Investments & Wealth Institute's company size?

Investments & wealth institute has 51 - 200 people working.

Financial Services

Specialities :

Certified investment management analyst

Certified private wealth advisor

Cima

Cpwa

Ce for financial advisors

+15

Revenue

11M - 100M

Total Funding

Size

51 - 200

About Us

The Investments & Wealth Institute is a premier professional membership association and the leading credentialing body for wealth management certifications in the United States and beyond. We are dedicated to serving the educational and professional development needs of the financial advice industrys most advanced practitioners, especially those focused on the high and ultra-high-net-worth ecosystems. Members of the Institute include the worlds most successful wealth managers and advisors, RIA teams and ensemble practices, and enterprise-level decision makers in the financial advice industry. In addition to our award-winning publications, we offer a powerful suite of continuing educational (CE) programs and products, including our comprehensive online Academy, personalized private classes, live seminars, and national conferences. Our three professional certification programs the Certified Private Wealth Advisor (CPWA), the Retirement Management Advisor (RMA), and the Certified Inv...

Contact Information

Greenwood Village , Colorado , United States

investmentsandwealth.org

Investments & Wealth Institute Org Chart

Investments & Wealth Institute

(Financial Services)

51 - 200

Sean Walters

Chief Executive Officer

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Angie Lutterman

Chief Financial Officer

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Employees

Total Employees:
37

Top Contacts:
6

C-Level 0	VP - Level2
Director-	Manager4
Others32

Employees Working At Investments & Wealth Institute

Angie Lutterman

Chief Financial Officer

John Whitham

Chief Operating Officer

Mary Corbin

Director of Certification Standards

Allison Edmondson

Director of Communications

Robert Frankel

General Counsel and Managing Director of Certifications

Investments & Wealth Institute Email Formats

Structure	Email Format
<f><last>@	Smith@investmentsandwealth.org

Buyer Intent

Pain Points	Locations	Technologies
Digital Transformation	Englewood, CO	customer service, spreadsheet, communication, scheduling, collaboration, internet
Digital Transformation	Greenwood Village, CO	customer service, spreadsheet, communication, scheduling, collaboration, internet
Microsoft Technologies	Englewood, CO	customer service, spreadsheet, communication, scheduling, collaboration, internet
Microsoft Technologies	Greenwood Village, CO	customer service, spreadsheet, communication, scheduling, collaboration, internet
Mobile Applications	Englewood, CO	customer service, spreadsheet, communication, scheduling, collaboration, internet

Trigger

Tech Stack Used By Investments & Wealth Institute

A quick view of products employed by Investments & Wealth Institute

Aws

Amazon connect

Azure

Coldfusion

Google analytics

List of technologies used by Investments & Wealth Institute

Analytics

Assessment

Audit

Collaboration

Communication

Languages Used By Investments & Wealth Institute

Jobs at Investments & Wealth Institute

Hiring 2024-12-24 11:36:55

Executive Assistant

Englewood, CO

The executive assistant supports the organization by performing office administration and executi...

Hiring 2024-12-22 01:33:32

Executive Assistant

Greenwood Village, CO

The executive assistant supports the organization by performing office administration and executi...

Frequently Asked Questions About Investments & Wealth Institute

What does Investments & wealth institute do?+

What are Investments & wealth institute's specialties? +

Certified investment management analyst,certified private wealth advisor,cima,cpwa,ce for financial advisors,rma,retirement management advisor,advisor certification,financial advisor certification,financial advisor webinars,financial advisor podcast,continuing education for financial advisors,cfp,certified financial professional,financial advisor conferences,retirement planning certification,retirement manager certification,portfolio manager certification,portfolio manager,and portfolio managers