Lisa Cook Email & Phone Number
Partner @ WA Asset Management, LLC
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Lisa Cook Location
- Kirkland, WA, US
Lisa Cook Work
- 2025 -now Partner @
- 2020 -2025 Chief Operating Officer and Partner @
- 2019 -2020 COO Invesco Managed Accounts (formerly SNW Asset Mgmt) @
- 2017 -2019 VP-Head of SMA CS and Ops and SMA Leadership Team @
- 2015 -2017 EVP, Head of Client Services Operations, Partner @ SNW Asset Management
- 2009 -2015 Director - Head of Client Service and Channel Management @
- 2001 -2009 Registered Senior Client Associate @
- 2000 -2001 Registered Sales Associate @
- 1997 -2000 Operations Control Specialist @
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
- Hedge Funds
- Investment Advisory
- Alternative Investments
- Financial Advisory
- Asset Allocation
- Wealth Management
- Asset Managment
- Series 63
- Mutual Funds
- Asset Management
- Investment Strategies
- Investments
- Operations Management
- Fixed Income
- Equities
- Sales Process
- Management
- Family Office
- Series 7
- Sales Management
- Presentation Skills
- Strategic Planning
- Budget Management
- Planning Budgeting & Forecasting
- Executive Leadership
- Leadership
- Team Leadership
- Board of Directors
- Relationship Building
- Training
- Services
- PowerPoint
- Microsoft Office
- Client Services
- Securities
- Strategy
- Planning Budgeting and Forecasting
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.
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