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
- President, Wealth and Engagement Planning @ (August 2023 - Present)
- Financial Planner, Investment Manager and Philanthropic Advisor @ (April 2016 - August 2023)
- Director of Financial Planning @ (January 2020 - April 2022)
- Partner @ 1 North Wealth Services (May 2021 - April 2022)
- Director of Giving and Planned Giving Officer @ (March 2013 - April 2016)
- Major Gift Officer @ (January 2012 - March 2013)
- Director of Development and Director of Advancement Services @ (August 2008 - January 2012)
- Director of Young Founders and Young Presidents Club @ (August 2006 - August 2008)
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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