Terry Cook Email & Phone Number
Managing Principal @ Parcion Private Wealth
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Terry Cook Location
- Bellevue, WA, US
Terry Cook Work
- 2019 -now Managing Principal @
- 2019 -now Board Member @
- 2012 -now Board Member @
- 2002 -2019 Managing Director - Wealth Management, Private Wealth Advisor @
- 1993 -2002 First Vice President - Investments @
Terry Cook Education
- University of Oregon
BA (Economics)
1988-1991
Terry Cook Skills
- Wealth Management
- Asset Allocation
- Asset Management
- Series 7
- Investment Strategies
- Investments
- Portfolio Management
- Microsoft Office
- Strategic Planning
- Project Management
- Financial Services
Terry Cook Summary
- Terry Cook, based in Bellevue, WA, US, is currently a Managing Principal at Parcion Private Wealth. Terry Cook brings experience from previous roles at The Institute for Functional Medicine, Big Brothers Big Sisters of Puget Sound, UBS and Merrill Lynch. Terry Cook holds a 1988 - 1991 BA in Economics @ University of Oregon. With a robust skill set that includes Wealth Management, Asset Allocation, Asset Management, Series 7, Investment Strategies and more. Terry Cook has 2 emails and 1 mobile phone numbers on RocketReach.
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