Person · officer / director

Desiree Maldonado

Vice Chair · Investments & Wealth Foundation

Vice Chair at Investments & Wealth Foundation. Listed as an officer, director, or key employee across 2 organizations on the Form 990 record.

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Organizations

Roles reported

Who this is

Profile

Everything on the left is verified from the IRS filings. The biography on the right is compiled from public web sources and grounded to that filed record.

✓ Verified from filings

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Reported as Vice Chair of Investments & Wealth Foundation, based in Greenwood Vlg, CO.

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Also listed as Director of Investment Management Consultants Assn INC, uncompensated.

Facts extracted directly from each organization's Form 990, Part VII.

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Affiliations

Organizations

Linked as the same person by IRS Schedule R, a shared officer mailing address, or shared fellow board members.

Investments & Wealth Foundation Vice Chair · $143K revenue · Greenwood Vlg, COTO CONVEY SCHOLARSHIPS AND TUITION ASSISTANCE TO QUALIFIED INDIVIDUALS.Filed FY2024, FY2023 · Source: Form 990, Part VII

Investment Management Consultants Assn INC Director · $18.7M revenue · Greenwood Vlg, COTO PROVIDE INVESTMENT CONSULTING AND WEALTH MANAGEMENT EDUCATION & CREDENTIALING.Filed FY2024, FY2023, FY2022, FY2021, FY2020 · Source: Form 990, Part VII

Network

Serves alongside

Other officers, directors & key employees at this person's organizations, by latest reported compensation.

Sean Walters

CEO · FY2024

$562K

Timothy Whiting

Chief Revenue Officer · FY2023

$293K

Angela Lutterman

CFO/COO · FY2024

$268K

Tim Whiting

CRO & Managing Dr of Sales · FY2022

$242K

Ross Riskin

Clo · FY2024

$241K

John Whitham

COO · FY2024

$203K

April Ferrell

Dir. of Sales & Exec. Dir. Fdtn · FY2024

$203K

Devin Ekberg

Clo · FY2021

$182K

Cindy Chaifetz

CMO (thru 11/22) · FY2022

$177K

Michael Mastey

Director of Sales · FY2023

$164K

Sandra Garcia

CFO · FY2024

$162K

Lara Davies

Director of Sales Operations · FY2023

$162K

Network

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