James Cook
Senior Manager Client Engagement Center @Edelman Financial Engines
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WORK HISTORY
Senior Manager Client Engagement Center @Edelman Financial Engines
Phoenix, AZ, US
Provide leadership and oversight to teams of highly skilled Investment Advisors supporting employer plan participants. •Full scope of personal oversight includes an Investment Advisor organization working in both hybrid and full remote models across the U.S. with a national client presence.•Build on a client-centric culture with efforts to exceed business outcomes tied to Client Satisfaction, Client Needs Dialog, Asset Consolidation, Retirement Income and Goals Projections, our fee-based Professional Managment program, and uncovering referral opportunities to our fiduciary Wealth Planning and Emerging Investor groups.•Work to continously improve on a vibrant hiring, training, coaching and development culture designed to support the tremendous growth of the organization.
EDUCATION
Virginia Wesleyan College
BA, Business Management
ABOUT JAMES COOK
Experienced financial services professional with over 20 years of experience.As a leader with the lens of the practitioner, an intrinsic servant-leader mentality, and a roll-up-your-sleeves work ethic, I have masterfully created strategy necessary to execute on business and client expectations across multi-functional areas to include relationship management, sales, advice, operations, and regulatory risk.FINRA Licensure:• Series 7• Series 66• Series 24Outside Business Activity:Founder and CEO of Willa Dean FarmsWilla Dean Farms is a retail provider of premium goat milk soap product, line of all-natural skin care, grass-fed beef tallow balm, and associated accoutrement sourced by a consortium of small family-owned farms.
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