Margo Cook Email & Phone Number
President, Wealth and Engagement Planning @ Rothschild Capital Partners
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Margo Cook Location
- Hollywood, FL, US
Margo Cook Work
- 2023 -now President, Wealth and Engagement Planning @
- 2016 -2023 Financial Planner, Investment Manager and Philanthropic Advisor @
- 2020 -2022 Director of Financial Planning @
- 2021 -2022 Partner @ 1 North Wealth Services
- 2013 -2016 Director of Giving and Planned Giving Officer @
- 2012 -2013 Major Gift Officer @
- 2008 -2012 Director of Development and Director of Advancement Services @
- 2006 -2008 Director of Young Founders and Young Presidents Club @
Margo Cook Education
- The American College of Financial Services
Chartered Advisor in Philanthropy (Finance and Financial Management Services)
2013-2014 - University of Miami Herbert Business School
BA (Marketing)
2002-2006 - St. Mary's High School 1998-2002
Margo Cook Skills
- Social Media
- Strategic Planning
- Financial Planning
- Budgets
- Proposal Writing
- Non-profits
- Philanthropy
- Volunteer Management
- Leadership
- Management
- Annual Giving
- Grant Writing
- Marketing
- Event Management
- Nonprofits
- Planned Giving
- Fundraising
- Investment Management
- Public Speaking
- Public Relations
Margo Cook Summary
- Margo Cook, based in Hollywood, FL, US, is currently a President, Wealth and Engagement Planning at Rothschild Capital Partners. Margo Cook brings experience from previous roles at 1 North Wealth Services, LLC, 1 North Wealth Services and Anne Arundel Medical Center. Margo Cook holds a 2013 - 2014 Chartered Advisor in Philanthropy in Finance and Financial Management Services @ The American College of Financial Services. With a robust skill set that includes Social Media, Strategic Planning, Financial Planning, Budgets, Proposal Writing and more. Margo Cook has 2 emails and 2 mobile phone numbers on RocketReach.
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