Lisa Cook

Lisa Cook

Chief Operating Officer & Partner | Seattle, Washington, United States

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Work Experience

Pacific Portfolio Consulting, LLC

Chief Operating Officer & Partner

2020-11-01 — Present

Invesco US

COO Invesco Managed Accounts (formerly SNW Asset Mgmt)

2019-05-01 — 2020-11-01

OppenheimerFunds

VP-Head of SMA CS & Ops/SMA Leadership Team

2017-04-01 — 2019-05-01

SNW Asset Management

EVP, Head of Client Services Operations, Partner

2015-06-01 — 2017-04-01

Freestone Capital Management

Director - Head of Client Service/Channel Management

2009-05-01 — 2015-06-01

Oppenheimer & Co. Inc.

Registered Senior Client Associate

2001-07-01 — 2009-05-01

UBS Paine Webber

Registered Sales Associate

2000-06-01 — 2001-07-01

Prudential Financial Services

Operations Control Specialist

1997-08-01 — 2000-06-01

Skills

institutional consulting wealth management financial retirement planning estate & family succession planning personalized investment planning fiduciary governance investment advising program evaluation fund manager selection

Languages

No languages available.