Thomas Cooke Email & Phone Number
Associate Director @ UBS Group AG
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Thomas Cooke Location
- New York, NY, US
Thomas Cooke Work
- 2021 -now Associate Director @
- 2019 -2021 Investment Consultant @
- 2016 -2019 Retirement Plans Advisor @
- 2014 -2016 Retirement Plans Associate Advisor @
Thomas Cooke Education
- Georgetown University
Bachelor's degree (Economics and English)
2009-2013 - Chaminade High School
High School Diploma (Liberal Arts and Sciences, General Studies and Humanities)
2005-2009
Thomas Cooke Skills
- Financial Analysis
- Data Analysis
- Economics
- Research
- Mutual Funds
- 401(k) Plans
- Financial Services
- Finance
- Business Process Improvement
- Alternative Investments
- Microsoft Excel
- Microsoft Office
- Public Speaking
- Leadership
- Client Relations
- 403(b) Plans
- Fiduciary Services
- 403B Plans
- IRAs
- Actuarial
- 529 Plans
- Investments
- Schwab Retirement Technologies
- Fundraising
- 457 Plans
- Management Consulting
- Morningstar Office
- Risk Management
- 401K Plans
- ERISA
- Behavioral Finance
- Securities
- 401 Plans
- 403 Plans
Thomas Cooke Summary
- Thomas Cooke, based in New York, NY, US, is currently a Associate Director at UBS. Thomas Cooke brings experience from previous roles at USI Consulting Group and Chernoff Diamond. Thomas Cooke holds a 2009 - 2013 Bachelor's degree in Economics and English @ Georgetown University. With a robust skill set that includes Financial Analysis, Data Analysis, Economics, Research, Mutual Funds and more. Thomas Cooke has 3 emails on RocketReach.
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Thomas Cooke
Associate Director
New York, NY, US
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