Lisa A. Cook

Chief Operating Officer at Pacific Portfolio Consulting LLC

Finance

Consumer Services

Profile

Lisa A.
Cook is currently the Chief Operating Officer at Pacific Portfolio Consulting LLC since 2020.
Prior to this, she worked as a Sales Associate at Oppenheimer & Co., Inc. from 2001 to 2010 and as an Operation Control Specialist at Prudential Securities from 1997 to 2000.
Ms. Cook completed her undergraduate degree from Western Washington University in 1997.

Lisa A. Cook active positions

Companies	Position	Start
Pacific Portfolio Consulting LLC Pacific Portfolio Consulting LLC Investment ManagersFinance Pacific Portfolio Consulting LLC operates as an investment and wealth advisory firm. It offers wealth management and investment advisory solutions and services, including specialized practices serving families and individuals, businesses and institutional fiduciaries. The company was founded in 1992 and is headquartered in the Seattle, WA.	Chief Operating Officer	2019-12-31

All active positions of Lisa A. Cook

Former positions of Lisa A. Cook

Companies	Position	End
Oppenheimer & Co., Inc. Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.	Corporate Officer/Principal	2010-07-31
Prudential Securities	Corporate Officer/Principal	2000-05-31

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Training of Lisa A. Cook

Western Washington University

Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	3
Prudential Securities	Finance
Oppenheimer & Co., Inc. Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.	Finance
Pacific Portfolio Consulting LLC Pacific Portfolio Consulting LLC Investment ManagersFinance Pacific Portfolio Consulting LLC operates as an investment and wealth advisory firm. It offers wealth management and investment advisory solutions and services, including specialized practices serving families and individuals, businesses and institutional fiduciaries. The company was founded in 1992 and is headquartered in the Seattle, WA.	Finance

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Lisa A. Cook