Organizations Filed Purposes:
TO CREATE A MEMBER NETWORK WHICH OFFERS A FORUM FOR INTERACTIONS ON INDUSTRY-RELATED TOPICS, PROVIDES OPPORTUNITIES TO COLLABORATE ON TIPS, TRICKS AND INDUSTRY BEST PRACTICES, AND CHANNELS FEEDBACK TO INDUSTRY SERVICE PROVIDERS.
TO BE THE CORE PERSON-TO-PERSON NETWORKING RESOURCE FOR THE WEALTH & INVESTMENT MANAGEMENT INDUSTRY.
PROVIDING A FORUM FOR THE EXCHANGE OF INFORMATION, EXPERIENCE AND IDEAS AMONG MEMBERS ON ALL FACETS OF INVESTMENT AND WEALTH MANAGEMENT, INCLUDING COMPLIANCE, MANAGEMENT, OPERATIONS, TECHNOLOGY, PRODUCT DEVELOPMENT AND OVERALL EXPERTISE.
SERVING AS A LIASON FOR SHARING ISSUES AND CONCERNS WITH INDUSTRY LEADERS AND VENDORS
TRAINING AND EDUCATING MEMBERS ON TOPICS PERTINENT TO THE INVESTMENT AND WEALTH MANAGEMENT FIELD
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Jennifer Litchfield | EXECUTIVE DIRECTOR | 40 | $97,500 |
| Ann Massey | SENIOR ADVISOR | 2 | $0 |
| Jennifer Kelley | SECRETARY | 2 | $0 |
| Kent Lawson | TREASURER | 2 | $0 |
| Jason Guthrie | VICE PRESIDENT | 2 | $0 |
| Megan Snider | PRESIDENT | 2 | $0 |
| Jim Seng | BOARD MEMBER | 4 | $0 |
| Brett Rainey | BOARD MEMBER | 4 | $0 |
| Donna Palumbo | BOARD MEMBER | 4 | $0 |
| David Lee | BOARD MEMBER | 4 | $0 |
| Sonia Ernst | BOARD MEMBER | 4 | $0 |
| Michelle Mcdonough | BOARD MEMBER | 4 | $0 |
| John Stiles | BOARD MEMBER | 4 | $0 |
| Bob Stiess | BOARD MEMBER | 4 | $0 |
| Mark Parker | BOARD MEMBER | 4 | $0 |
| Clare Retrum | BOARD MEMBER | 4 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202101249349301810_public.xml