Rodney Cook Email & Phone Number
Partner | Director of Financial Planning @ Rosell Wealth Management
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Rodney Cook Location
- Bend, OR, US
Rodney Cook Work
- 2020 -now Partner | Director of Financial Planning @
- 2016 -2020 Director of Financial Planning @
- 2013 -2016 Private Client Investment Associate @
- 2011 -2013 Investment Sales Associate @
- 2010 -2011 Licensed Personal banker @
- 2009 -2010 Financial Advisor Trainee @
- 2005 -2009 Site Supervisor @ Juvenile Assistance Corporation
Rodney Cook Education
- Yale School of Management
(Certified Private Wealth Advisor designation)
2020-2021 - University of Miami
Certified Financial Planner Designation (Financial Planning and Services)
2014-2015 - Linfield University
Bachelor of Arts (B.A.) (Business Administration and Management, General)
- Warner Pacific University
Master of Science (MS) (Management and Organizational Leadership)
Rodney Cook Skills
- Customer Service
- Investments
- Financial Planning
- Leadership
- Finance
- Sales
- Financial Services
- Banking
- Management
- Microsoft Office
- Research
- Marketing
- Strategic Planning
Rodney Cook Summary
- Rodney Cook, based in Bend, OR, US, is currently a Partner | Director of Financial Planning at Rosell Wealth Management. Rodney Cook brings experience from previous roles at Rosell Wealth Management, JPMorgan Chase Bank N.A., JPMorgan Securities LLC and JPMorgan Chase & Co.. Rodney Cook holds a 2020 - 2021 Yale School of Management. With a robust skill set that includes Customer Service, Investments, Financial Planning, Leadership, Finance and more. Rodney Cook has 2 emails and 2 mobile phone numbers on RocketReach.
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