Investments & Wealth Institute Names Courtney Schubert as Managing Director of Marketing and Membership; Sandi Garcia as Managing Director of Finance
–News Direct–
The Investments & Wealth Institute (the Institute), the leading membership organization and credentialing body for financial advisors and wealth management professionals, has announced two new hires. Courtney Schubert joins the Institute as Managing Director of Marketing and Membership and Sandi Gracia joins as Managing Director of Finance. Both will provide strategic direction and drive operational best practices for their respective departments.
We heartily welcome both Courtney and Sandi as new leaders to help enhance awareness and drive growth for the Institute, said Sean Walters, CAE, Chief Executive Officer of the Institute. Each brings valuable commercial acumen to their respective roles. Both of their talents will solidify the Institute's ability to d...