Brian Cook Email & Phone Number
Managing Director - Head of Credit Administration, Oversight and Community Banking @ Charles Schwab
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Brian Cook Location
- Southlake, TX, US
Brian Cook Work
- 2024 -now Managing Director - Head of Credit Administration, Oversight and Community Banking @
- 2015 -now Member Board of Directors @ Charles Schwab Trust Company of Delaware
- 2015 -now Member Board of Directors @ Charles Schwab Trust Company
Brian Cook Education
- Securities Industry Institute
3-Year Executive Development certificate program
2018-2020 - College for Financial Planning 2009-2011
- Roosevelt University
Bachelor of Science (BS)
2000-2004
Brian Cook Skills
- Series 9/10
- Financial Services
- Operations Management
- Certified Financial Planner
- Series 7
- Series 66
- Deposit Operations
- Personal Trust
- Platform Management
- Lending Operations
Brian Cook Summary
- Brian Cook, based in Southlake, TX, US, is currently a Managing Director - Head of Credit Administration, Oversight and Community Banking at Charles Schwab. Brian Cook brings experience from previous roles at Charles Schwab Trust Company of Delaware and Charles Schwab Trust Company. Brian Cook holds a 2018 - 2020 3-Year Executive Development certificate program @ Securities Industry Institute. With a robust skill set that includes Series 9/10, Financial Services, Operations Management, Certified Financial Planner, Series 7 and more. Brian Cook has 3 emails on RocketReach.
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