The Institute Leadership

The staff at IWI is committed to supporting the needs and expectations of members, prospective members, and others connected to the financial advice profession. Contact a member of the IWI leadership team listed below should you have any questions or need help.

Sean Walters

Chief Executive Officer

Steve DeAngelis

Chief Revenue Officer

April Ferrell

Managing Director, Head of Global Sales and Executive Director of the Investments & Wealth Foundation

Rob Frankel

General Counsel and Managing Director of Certifications

Sandi Garcia

Chief Financial Officer

Ross Riskin

Chief Learning Officer

John Whitham

Chief Operating Officer

Lauren Carroll

Events Director

Mary Corbin

Director of Certification Standards

Allison Edmondson

Director of Communications

Mike Kurz

Director of Programs

Jamie Lewis

Director of Technology

Elissa Motley

Director of Human Resources

Debbie Nochlin

Director of Publications

Courtney Schubert

Managing Director of Marketing and Membership

Ashley Vargas

Director of Certification Services

Hannah Walden

Director of Education Operations