2026 -now Client Relationship Manager - Director @
2023 -2026 Client Relationship Manager - Director @
2017 -2023 Client Relationship Manager - Associate Director @
2016 -2017 Client Advisor Assistant (Ultra High Net Worth) @
2013 -2016 Trainee Investment Manager @
2013 -2013 Investment Assistant @
2011 -2011 3 Day Insight Program @
James Cook Education
University of Lancaster
Master of Science (MSc) (Finance)
2012-2013
University of Lincoln
Bachelor of Science (BSc) (Accounting and Finance)
2009-2012
James Cook Skills
PowerPoint
Determination
Accounting
Economics
Fixed Income
Corporate Finance
Investment Management Industry
Customer Oriented
Portfolio Management
Financial Modeling
Data Analysis
Investments
Finance
Passion for Success
Always Punctual
Innovation
Entrepreneurship
Bloomberg Terminal
Microsoft Excel
Time Management
Customer Service
Management
Teamwork
Organization
Investment Management
James Cook Summary
James Cook, based in London, GB, is currently a Client Relationship Manager - Director at Corient. James Cook brings experience from previous roles at Stonehage Fleming, UBS and Brewin Dolphin. James Cook holds a 2012 - 2013 Master of Science (MSc) in Finance @ University of Lancaster. With a robust skill set that includes PowerPoint, Determination, Accounting, Economics, Fixed Income and more. James Cook has 1 emails on RocketReach.
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