Lisa Cook Email & Phone Number

Partner @ WA Asset Management, LLC

5 free lookup(s).

Lisa Cook Location

Kirkland, WA, US

Lisa Cook Work

2025 - now Partner @ WA Asset Management, LLC
2020 - 2025 Chief Operating Officer and Partner @ Pacific Portfolio Consulting, LLC
2019 - 2020 COO Invesco Managed Accounts (formerly SNW Asset Mgmt) @ Invesco US

2017 - 2019 VP-Head of SMA CS and Ops and SMA Leadership Team @ OppenheimerFunds
2015 - 2017 EVP, Head of Client Services Operations, Partner @ SNW Asset Management
2009 - 2015 Director - Head of Client Service and Channel Management @ Freestone Capital Management
2001 - 2009 Registered Senior Client Associate @ Oppenheimer & Co. Inc.
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2000 - 2001 Registered Sales Associate @ UBS Group AG
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1997 - 2000 Operations Control Specialist @ Prudential Financial

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Lisa Cook Education

Western Washington University
1992 - 1997
College for Financial Planning

Lisa Cook Skills

Mergers & Acquisitions (M&A)
Risk Management
Succession Planning

Performance Management
Human Resources (HR)
Leadership Development
Financial Services
Executive Management
Operations and Client Service Executive
Portfolio Management

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Lisa Cook Summary

Lisa Cook, based in Kirkland, WA, US, is currently a Partner at Waverly Advisors, LLC. Lisa Cook brings experience from previous roles at Pacific Portfolio Consulting, LLC, Invesco US, OppenheimerFunds and SNW Asset Management. Lisa Cook holds a 1992 - 1997 Western Washington University. With a robust skill set that includes Mergers & Acquisitions (M&A), Risk Management, Succession Planning, Performance Management, Human Resources (HR) and more. Lisa Cook has 1 emails and 1 mobile phone numbers on RocketReach.

Lisa Cook Emails

Found 1 emails

@gmail.com

Lisa Cook Phone Numbers

Found 3 phone numbers

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Lisa Cook

CFO and COO at Thinaer

Texas, United States
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- me.com
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- +1 602-803-XXXX
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Lisa Cook

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None
2
- getonboardaustralia.com.au
- gmail.com
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- +61 2 4032 XXXX
- +1 043863XXXX
- +61 438 639XXXX
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Lisa Cook

Vice President of Customer Experience at Navia Benefit Solutions, Inc.

Bellevue, WA, US
2
- naviabenefits.com
- gmail.com
5
- +1 425-403-XXXX
- +1 425-452-XXXX
- +1 468XXXX
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- +1 801-347-XXXX
Lisa Cook

Director, Global CS Learning at Remitly

Seattle, WA, US
2
- gmail.com
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- +1 312-780-XXXX
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Lisa Cook

President-Business Partner at Grayline Technologies, LLC

Cincinnati, OH, US
1
- grayline.com.br
2
- +1 513-515-XXXX
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Lisa Cook

Director, Technology at BrokerLink

None
2
- brokerlink.ca
- gmail.com
2
- +1 905-299-XXXX
- +1 905-582-XXXX

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Top WA Asset Management, LLC Employees

Josh Reidinger

Chief Executive Officer at WA Asset Management, LLC

Birmingham, AL, US
2
- waasset.com
- gmail.com
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- +1 256-236-XXXX
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Justin Snell

Chief Operating Officer at WA Asset Management, LLC

Birmingham, AL, US
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Justin Russell

Partner, President and CEO at WA Asset Management, LLC

Birmingham, AL, US
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- gmail.com
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- +1 256-701-XXXX
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Markus Sleuwen

Chief Compliance Officer at WA Asset Management, LLC

Chicago, IL, US
2
- comcast.net
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Melanie Nichols

Partner, Regional Director, Wealth Advisor at WA Asset Management, LLC

Birmingham, AL, US
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Brent Gunn

Partner, Chief Information Officer at WA Asset Management, LLC

Birmingham, AL, US
2
- gmail.com
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- +1 334-386-XXXX
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Bradley Rathe

Partner, Senior Director of Portfolio Management at WA Asset Management, LLC

Chicago, IL, US
3
- comcast.net
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- +1 312-421-XXXX
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Clay McDaniel

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Harve Menkens

Partner and Wealth Advisor at WA Asset Management, LLC

Bellevue, WA, US
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- gmail.com
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Colleen Henes

Partner, Wealth Advisor at WA Asset Management, LLC

Chicago, IL, US
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James Werner

Partner, Wealth Advisor at WA Asset Management, LLC

Austin, TX, US
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Robert Simon

Partner, Wealth Advisor at WA Asset Management, LLC

Jacksonville, FL, US
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- waasset.com
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Lisa Cook

Partner at WA Asset Management, LLC

Kirkland, WA, US
1
- gmail.com
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