Brook Anderson
COO & Wealth Management Advisor at Cutler Investment Group || Passionate about helping others achieve their financial goals || Dynamic Problem Solver
- Role
- COO & Wealth Management Advisor at Cutler Investment Group
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Brook Anderson
I’m a 25 year+ finance professional with a passion for helping people achieve their…
Experience
COO & Wealth Management Advisor
Nov 2021 — Present · Bellevue, WA, US
Education
Seattle University
MBA, Business, Finance
1995 — 1997
Washington State University
BS, Civil Engineering
1987 — 1992
Skills
- Valuation
- Forecasting
- Budgets
- Finance
- Cross-Functional Team Leadership
- Financial Modeling
- Financial Reporting
- Leadership
- Cash Management
- Strategic Financial Planning
- Analysis
- Team Leadership
- Asset Management
- Corporate Finance
- Executive Management
- Financial Analysis
- Project Management
- Portfolio Management
- Mergers
- Strategic Planning
- Due Diligence
- Internal Audit
- Mergers & Acquisitions
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