The Investments & Wealth Institute (IWI) has appointed Steve DeAngelis as its new Chief Revenue Officer, effective January 2. This strategic appointment reflects the Institute's focus on expanding its global presence and strengthening its role as a leading credentialing body for financial advisors and wealth management professionals.
DeAngelis will oversee Global Sales operations at IWI, 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.
With over 30 years of experience in financial services, DeAngelis brings significant expertise from previous roles at Goldman Sachs Asset Management, FS Investments, and Orion Advisor Solutions, where he also served as Chief Revenue Officer. This background positions him to effectively drive the Institute's growth strategy and enhance offerings to members.
Sean Walters, Chief Executive Officer of the Institute, expressed confidence in DeAngelis's ability to contribute to 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 is significant for the financial advisory industry as it underscores IWI's commitment to elevating professional standards and providing high-quality education to wealth management professionals. As the financial landscape evolves, 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 available at https://investmentsandwealthacademy.com. 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 clients, access to advanced education and credentialing becomes crucial. DeAngelis's leadership in expanding the Institute's reach could influence the quality of financial advice available to investors globally.
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."
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. More information about these certifications is available at https://investmentsandwealth.org/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.
