Lisa Cook Email & Phone Number
Partner, Director of Advisor Experience and Partnerships @ WA Asset Management, LLC
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Lisa Cook Location
- Kirkland, WA, US
Lisa Cook Work
- Partner, Director of Advisor Experience and Partnerships @ (September 2025 - Present)
- Chief Operating Officer and Partner @ (November 2020 - September 2025)
- COO Invesco Managed Accounts (formerly SNW Asset Mgmt) @ (May 2019 - November 2020)
- VP-Head of SMA CS and Ops and SMA Leadership Team @ (April 2017 - May 2019)
- EVP, Head of Client Services Operations, Partner @ SNW Asset Management (June 2015 - April 2017)
- Director - Head of Client Service and Channel Management @ (May 2009 - June 2015)
- Registered Senior Client Associate @ (July 2001 - May 2009)
- Registered Sales Associate @ (June 2000 - July 2001)
- Operations Control Specialist @ (August 1997 - June 2000)
Lisa Cook Education
- Western Washington University 1992-1997
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, Director of Advisor Experience and Partnerships 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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