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Investments & Wealth Institute Names Courtney Schubert as Managing Director of Marketing and Membership; Sandi Garcia as Managing Director of Finance

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–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 deliver on our mission, helping our members elevate their practices to consistently generate better client outcomes.

Schubert brings with her over 15 years of experience and expertise in financial services marketing, having held senior roles at The American College of Financial Services, Envestnet, Nitrogen (formerly Riskalyze), and SmartKx. She has an undergraduate degree in web management and internet commerce from Johnson & Wales University and a masters degree in digital marketing from The London School of Business and Finance. In her new role, Schubert will be responsible for fostering synergy between the Institutes marketing and membership functions to enhance the value of services provided to existing members, in addition to her focus on attracting new members. She is based in Philadelphia, PA, and reports to John Whitham, Chief Operating Officer of the Institute.

I am excited to contribute to an organization that stands as a paragon of educational excellence for investment and wealth management professionals, Schubert said. I look forward to collaborating with both internal colleagues and our network of volunteers to ensure the value of Institute membership is recognized and leveraged by both our members and the financial advice community at-large.

Garcia was most recently with the Financial Planning Association (FPA), where she was Chief Financial Officer (CFO). During her time at FPA, she oversaw several key areas of the company including Technology, Human Resources and Strategic Partnerships. Garcia has a variety of for-profit and non-profit experience, including CFO roles at the Denver Museum of Nature & Science and the Community College of Denver. She began her career at Arthur Andersen LLP and was focused primarily on financial and business system integration in the Business Consulting Division. Garcia is a Certified Public Accountant (CPA) licensed in Colorado, and she holds an undergraduate degree from the University of Colorado in Boulder with a dual emphasis in both accounting and information systems. She is based in Denver, CO, and reports to Angie Lutterman, CFO of the Institute, who is slated to retire on July 1 of this year after 14 years of service to the organization.

At that time, Garcia is expected to assume the role of CFO, as part of the Institutes succession planning efforts. Angie possesses a wealth of historical knowledge and financial expertise, and I am so grateful for her leadership during this transitional phase, which will help me ramp up quickly to understand the financial operations of this important, highly respected organization, Garcia said. I am also honored to be entrusted with serving as the new CFO of the Institute and ensuring that it continues to be fiscally resilient and responsible, now as well as into its promising future.

Courtney Schubert joins Investments & Wealth Institute as Managing Director of Marketing and Membership
Courtney Schubert joins Investments & Wealth Institute as Managing Director of Marketing and Membership
Sandi Gracia joins Investments & Wealth Institute as Managing Director of Finance
Sandi Gracia joins Investments & Wealth Institute as Managing Director of Finance

About the Investments & Wealth Institute

Founded in 1985, the Investments & Wealth Institute is the premier professional association, education provider, and standards body for financial advisors. Through its award-winning events, publications, courses, and acclaimed certifications Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Retirement Management Advisor (RMA) the Institute delivers Ivy league-quality, highly practical education to more than 30,000 practitioners annually in over 40 countries. Members of the Institute include the industry's most successful investment consultants, advanced financial planners, and private wealth managers who embrace excellence and ethics in applying a broad set of knowledge and skills in their daily work with clients.

Contact Details

Allison Edmondson

+1 303-850-3207

aedmondson@i-w.org

Company Website

https://investmentsandwealth.org

View source version on newsdirect.com: https://newsdirect.com/news/investments-and-wealth-institute-names-courtney-schubert-as-managing-director-of-marketing-and-membership-sandi-garcia-as-managing-director-of-finance-156439214

Investments & Wealth Institute

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UVKXE Releases Anti-Scam Guide, Enhancing User Security Protections

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DENVER — Recently, the globally renowned cryptocurrency trading platform UVKXE has published its latest anti-scam guide to address the escalating threats of online scams, establishing a comprehensive protective barrier for users worldwide. The guide focuses on various scamming tactics prevalent in the cryptocurrency sector, highlighting what users should be aware of during transactions and asset management, while also providing effective preventive measures.

Kevin Anderson, CEO of UVKXE, noted: “As the cryptocurrency market continues to expand, more cybercriminals are turning their attention to cryptocurrency users, developing sophisticated scam techniques. As a well-known platform in the cryptocurrency trading field, UVKXE has a responsibility to help users identify and mitigate these potential risks. Through the release of this anti-scam guide, we aim to further enhance user awareness and safeguard their digital asset security.”

The guide outlines the common characteristics of these scams, such as phishing emails that typically use UVKXE or similar official-sounding names, along with forged logos and links, to deceive users into providing their login credentials and sensitive information. It also advises users to always choose official channels when downloading applications to avoid malicious software. Furthermore, UVKXE emphasizes that the platform will never proactively request users to provide sensitive information such as passwords or verification codes in any form.

In addition to the anti-scam guide, UVKXE will launch a series of interactive activities, utilizing community forums and video tutorials to educate users about safety knowledge and help them recognize and respond to potential threats. The UVKXE security team stated that these activities will not only provide real-time updates on scams but also offer users opportunities for direct communication and inquiries.

The investment in technology and education is reflected not only in the publication of the anti-scam guide but also in daily operations and maintenance. Kevin Anderson concluded: “Every protective measure and security technology implemented by UVKXE is designed to ensure the safety of user assets. In the future, we will continue to advance this mission, providing users with safer and more convenient cryptocurrency trading services.”

Media Contact:
Company Name: UVKXE CRYPTO TECH CO.,LTD.
Company website: https://www.uvkxe.co
Contact person’s full name: Mayang
Email id: mayang@uvkxe.co

Disclaimer: This content is provided by sponsor. The statements, views and opinions expressed in this column are solely those of the content provider. The information provided in this press release is not a solicitation for investment, nor is it intended as investment advice, financial advice, or trading advice. It is strongly recommended you practice due diligence, including consultation with a professional financial advisor, before investing in or trading cryptocurrency and securities. Please conduct your own research and invest at your own risk.

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UVKXE Clarification Statement: A Legally Compliant Trading Platform with International Accreditation

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DENVER — Recently, the Securities Commission Malaysia (SC) published a list on its official website of cryptocurrency trading platforms that have not met its local registration requirements, mentioning UVKXE. UVKXE takes this matter seriously and wishes to clarify its credentials and compliance status to its users.

Global Compliance Credentials of UVKXE

UVKXE is committed to operating under legal and compliant principles, upholding a user-first core value. The platform has obtained several certifications from international authoritative regulatory bodies, including but not limited to:

U.S. MSB License
UVKXE has obtained the MSB license issued by the U.S. FinCEN. This certification represents the highest recognition by the U.S. government for financial service institutions, ensuring that UVKXE can legally conduct cryptocurrency-related business.

U.S. SEC License
As one of the few cryptocurrency trading platforms registered with the U.S. Securities and Exchange Commission (SEC), UVKXE complies with securities and investment-related legal regulations, providing users with a safer and more transparent investment environment.

Background on the Malaysian Public List

The list published by the Securities Commission Malaysia mainly targets trading platforms that have not met local registration requirements, such as Binance and Bursa Malaysia, rather than denying the platform legality. UVKXE has obtained multiple authoritative licenses internationally, and its compliance is beyond doubt. UVKXE is in communication with relevant departments to understand local specific regulations and to advance the registration process, ensuring compliance with local market requirements.

Commitment to Legal Compliance and User-Centric Values

UVKXE will use this event as an opportunity to further enhance its global compliance framework, actively adapting to regulatory environments in various countries, and providing users with more professional and diversified financial services. We sincerely thank all users for their trust and support! UVKXE promises that no matter where it operates, the platform will always adhere to the core philosophy of “user-first”, moving together with global users towards a safer, more open, and transparent new era of the digital economy.

Media Contact:
Company Name: UVKXE CRYPTO TECH CO.,LTD.
Company website: https://www.uvkxe.co
Contact person’s full name: Mayang
Email id: mayang@uvkxe.co

Disclaimer: This content is provided by sponsor. The statements, views and opinions expressed in this column are solely those of the content provider. The information provided in this press release is not a solicitation for investment, nor is it intended as investment advice, financial advice, or trading advice. It is strongly recommended you practice due diligence, including consultation with a professional financial advisor, before investing in or trading cryptocurrency and securities. Please conduct your own research and invest at your own risk.

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UVKXE Strengthens Security Strategy, Leading Innovations in Anti-Scam Technology for Crypto Platforms

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DENVER — Recently, the globally recognized cryptocurrency trading platform UVKXE officially announced the completion of its latest security system upgrade. This upgrade significantly enhances the cybersecurity defenses of the platform and introduces cutting-edge anti-scam technologies. Through this technological update, UVKXE demonstrates its commitment to user asset security and proactive measures against potential future cyber threats.

Kevin Anderson, CEO of UVKXE, stated: “User trust is the foundation of UVKXE, and ensuring the security of user assets is always our top priority. This security system upgrade incorporates AI deep learning, real-time risk control, and efficient anomaly detection algorithms, aiming to create a safe and trustworthy trading environment for users. We will continue to optimize the security measures for user assets, ensuring that every user can trade confidently on UVKXE.”

The focus of this security system upgrade is primarily on anti-scam technologies. In response to the ever-evolving online threats and scam tactics in recent years, UVKXE has strengthened its multi-layered protective mechanisms, effectively enhancing the security and responsiveness of the system. The upgrade introduces AI-driven anti-scam technology, which intelligently analyzes user behavior through deep learning algorithms, allowing for rapid identification and isolation of suspected scamming activities. The AI anti-scam system can monitor and analyze large volumes of trading data in real time, immediately freezing any suspicious transactions or account activities to safeguard user assets.

Kevin Anderson further explained: “Traditional anti-scam methods often rely on post-event analysis, whereas the new system of UVKXE can identify risks promptly before incidents occur, taking immediate action to prevent losses.”

In terms of anomaly detection, the system of UVKXE combines the transaction histories, asset conditions, login locations, and other multidimensional data of users to accurately pinpoint potential security vulnerabilities. Through anomaly detection technology, each user login and transaction can be monitored in real time, with timely alerts prompting users to confirm actions, further enhancing the security of the platform.

Kevin Anderson concluded: “We hope every user can enjoy a secure trading experience on UVKXE. By continually optimizing our security strategies, we aim to provide a safer and more convenient cryptocurrency trading experience for our users.”

Media Contact:
Company Name: UVKXE CRYPTO TECH CO.,LTD.
Company website: https://www.uvkxe.co
Contact person’s full name: Mayang
Email id: mayang@uvkxe.co

Disclaimer: This content is provided by sponsor. The statements, views and opinions expressed in this column are solely those of the content provider. The information provided in this press release is not a solicitation for investment, nor is it intended as investment advice, financial advice, or trading advice. It is strongly recommended you practice due diligence, including consultation with a professional financial advisor, before investing in or trading cryptocurrency and securities. Please conduct your own research and invest at your own risk.

About Author

Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.

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