2022 -now Head of Retirement Plan Services, CIMA®, AIF® @ Orion Advisor Solutions
2018 -2022 Vice President, Retirement Plan Consultant, CIMA®, AIF® @ Brinker Capital
2017 -2018 Senior Vice President, Retirement Plan Services, CIMA® @ Brinker Capital
2014 -2017 Senior Vice President, Managed Products and Solutions, CIMA® @ Brinker Capital
2011 -2014 Vice President, Strategic Planning, CIMA® @ Brinker Capital
2008 -2011 Director of Strategic Planning, CIMA® @ Brinker Capital
1998 -2008 Brinker Capital @ Brinker Capital
1997 -1998 Client Services @
Avery Cook Education
Hamilton College
BA (Economics, Computer Science)
1993-1997
The Haverford School
Avery Cook Skills
Converged Communications
Client Services
Brand Architecture
Disposition
Integrated Marketing
Global Leadership
Small Business Lending
Financial Services
Tenant Representation
Military
Leadership
Operational Planning
Avery Cook Summary
Avery Cook, based in Philadelphia, PA, US, is currently a Head of Retirement Plan Services, CIMA®, AIF® at Orion Advisor Solutions. Avery Cook brings experience from previous roles at Brinker Capital. Avery Cook holds a 1993 - 1997 BA in Economics, Computer Science @ Hamilton College. With a robust skill set that includes Converged Communications, Client Services, Brand Architecture, Disposition, Integrated Marketing and more. Avery Cook has 2 emails and 2 mobile phone numbers on RocketReach.
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