Curated News
By: NewsRamp Editorial Staff
May 02, 2024
Investments & Wealth Institute Names New Marketing and Finance Directors
TLDR
- Courtney Schubert and Sandi Gracia bring valuable commercial acumen to the Institute, driving growth and enhancing awareness.
- Schubert will foster synergy between the Institute’s marketing and membership functions, enhancing the value of services provided to existing members.
- The Institute’s new hires will help elevate the practices of investment and wealth management professionals, generating better client outcomes.
- Courtney Schubert has over 15 years of experience in financial services marketing, with senior roles at The American College of Financial Services, Envestnet, and more.
Impact - Why it Matters
The new hires at the Investments & Wealth Institute signify a strategic move to enhance the value of services for existing members and attract new members. The addition of experienced professionals will drive operational best practices and ensure the organization’s fiscal resilience, impacting the Institute’s ability to deliver high-quality education to practitioners globally.
Summary
The Investments & Wealth Institute has announced two new hires, Courtney Schubert as Managing Director of Marketing and Membership and Sandi Gracia as Managing Director of Finance. Both will provide strategic direction and drive operational best practices. Schubert brings over 15 years of experience in financial services marketing and will focus on enhancing the value of services for existing members and attracting new members. Garcia, with a background in financial and business system integration, will assume the role of CFO as part of the Institute’s succession planning efforts. The Institute is a premier professional association, education provider, and standards body for financial advisors, delivering high-quality education to practitioners globally.
Source Statement
This curated news summary relied on this press release disributed by News Direct. Read the source press release here, Investments & Wealth Institute Names New Marketing and Finance Directors
