Investments & Wealth Institute Email Formats
Financial Services • 
Greenwood Village, Colorado, United States • 51-100 Employees
Investments & Wealth Institute Email Formats
Investments & Wealth Institute uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@imca.org), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@imca.org | 66.7% |
{first name}{last name} | johndoe@investmentsandwealth.org | 22.3% |
{first initial} | j@investmentsandwealth.org | 11.1% |
Key Contacts at Investments & Wealth Institute
Sean Walters
Chief Executive Officer
Mike Kurz
Director Of Programs
April Ferrell
Managing Director Head Of Global Sales & Executive Director Investment Wealth Institute Foundation
Hannah Walden
Director Of Education Operations
Robert Frankel
General Counsel And Managing Director Of Certifications
Carly Augeri
Director Of Marketing Communications
Mary Corbin
Director Of Certification Standards
Jamie Lewis
Director Of Technology
Lauren Carroll
Director Of Content & Program Innovation
Sheri Trapp-Cordova
Associate Director Of Education
Company overview
| Headquarters | 5619 DTC Parkway, Suite 600, Greenwood Village, CO 80111, US |
| Phone number | +13037703377 |
| Website | |
| NAICS | 52 |
| SIC | 873 |
| Keywords | Cima, CFP, RMA, Portfolio Manager, Ce For Financial Advisors, Cpwa, Certified Investment Management Analyst, Certified Private Wealth Advisor, Portfolio Managers, Retirement Management Advisor, Advisor Certification, Certified Financial Professional, Continuing Education For Financial Advisors, Financial Advisor Certification, Financial Advisor Conferences, Financial Advisor Podcast, Financial Advisor Webinars, Portfolio Manager Certification, Retirement Manager Certification, Retirement Planning Certification |
| Founded | 1985 |
| Employees | 51-100 |
| Socials |
About Investments & Wealth Institute
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 industry’s most advanced practitioners, especially those focused on the high and ultra-high-net-worth ecosystems. Members of the Institute include the world’s 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 Investment Management Analyst® (CIMA®) credentials — represent powerful bodies of knowledge and symbolize extensive, exceptional professional expertise.
Employees by Management Level
Total employees: 51-100
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Employees by Department
Investments & Wealth Institute has 27 employees across 11 departments.
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Funding Data
Investments & Wealth Institute has never raised funding before.
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