Alison Edmondson, Kathleen Smith and John Witham join the leadership team
Denver, CO - Live News - Investment and Wealth Institute
The Investment & Wealth Institute, the leading professional body for financial advisers, has appointed three new directors as part of its ongoing mission to provide leading investment and wealth management certifications and world-class education. New hires include Alison Edmondson, director of communications; Kathleen Smith, Director of Marketing; and John Whitham, superintendent. The Investment and Wealth Institute serves 17,754 members in 40 countries, has 50 employees, and supports 145 volunteers who serve on 26 committees and task forces.
“ We are committed to providing the most comprehensive range of programs and services to support the needs of our members, enhance our certifications, and expand our expertise to better serve individual and institutional investors,” said Sean R. Walters, CAE, CEO . Managing Director. By official institute. "Employee talent is critical to making this happen, and our association continually seeks to acquire a broad and diverse range of experience and skills."
Alison Edmondson, director of communications, is responsible for developing and promoting the Institute's messages and positioning with stakeholders, including members, the media and the general public. Edmondson was most recently director of corporate communications at BNY Mellon and held various marketing and communications positions at companies including Pershing LLC, Metropolitan Life Insurance Company and US Airways. He began his career with the American Chemical Society Membership Association. Edmondson holds an MBA from the University of Maryland and a BA in Communications from James Madison University.
The director of marketing, Kathleen Smith , is responsible for promoting the value of the institute's programs and services in the markets served by the institute. Smith was most recently a licensed REALTOR® at Coldwell Banker Realty in the Denver area and was named the 2020 Rookie of the Year. Previously, Smith was director of marketing for Xybix Systems, Inc. Smith was also a volunteer member of the National Ski Patrol for over 20 years. He holds an MBA from Regis University and a BA in Graphic Design and Advertising from the College of St. Benedict.
John Whitham, director of operations, is responsible for key organizational projects and initiatives and provides strategic vision and direction for operational management. Whitham most recently served as associate vice president, academic planning and administration at the American College of Financial Services, where he served for 10 years. He received his master's degree in information science and information systems from Drexel University and his bachelor's degree from the University of Pennsylvania.
"We are thrilled to welcome these new team members to the Institute as each brings complementary skills and experiences that will add value to the overall support efforts of our association's members," said Elissa Motley, Director of Human Resources at the Institute. "We look forward to supporting our new team members to remain at the forefront of their respective roles and to thrive here at the Institute."
For more information, contact Alison Edmondson, Institute for Communication, Investment and Wealth, at aedmondson@iw.org.
INSTITUTE FOR INVESTMENT AND WEALTH
Founded in 1985, the Investments & Wealth Institute is a leading professional association, education provider and standards body for financial advisers. Through award-winning events, publications, courses, and certifications such as Certified Investment Management Analyst® ( CIMA® ), Certified Private Wealth Advisor® ( CPWA® ), and Retirement Management Advisor® ( RMA® ), the Institute's certifications deliver quality education education around the world. and very practical Over 30,000 practitioners each year in over 40 countries. The Institute's members include the industry's most successful investment advisors, progressive financial planners and private wealth managers who embrace excellence and ethics by bringing a broad range of knowledge and skills to their daily work with clients . Learn more at www.investmentsandwealth.org
About the Investment and Wealth Institute
Founded in 1985, the Investments & Wealth Institute is a leading professional association, education provider and standards body for financial advisers. Through award-winning events, publications, courses, and certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®)—the institution delivers world-class service, hand caliber, which trains more than 20,000 professionals in more than 40 countries each year. The Institute's members include the industry's most successful investment advisors, progressive financial planners and private wealth managers who embrace excellence and ethics by bringing a broad range of knowledge and skills to their daily work with clients .
contacts
Alison Edmondson
+1 303-850-3207
aedmondson@iw.org
corporate website
https://investmentsandwealth.org
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