Sherri Cooke
Active promoter and supporter of mobilizing private capital for good; working for education + best practices that increase connection, collaboration, and outcomes for a growing and diverse financial services industry
- Role
- Brand Ambassador at iCapital
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
Experience
Brand Ambassador
Jan 2023 — Present · Columbus, OH, US
Continuing to explore ways to educate the industry and market on the many ways iCapital provides the efficiencies of technology, support of research and education, and access to a marketplace of diversifying Alternative Investments. My focus and passion remains around education and working to promote best practices that encourage enhanced outcomes and industry growth - both in quality products and industry participants.
Education
Bucknell University
Bachelor of Arts (B.A.)
1981 — 1985
Skills
- Alternative Investments
- AI Insight Platform
- Financial Advisory
- Investments
- Asset Management
- Securities
- Series 7
- Investment Strategies
- Strategic Financial Planning
- Event Planning
- Investment Advisory
- Equities
- Asset Managment
- Series 63
- Private Equity
- Wealth Management
- Asset Allocation
- Due Diligence
- Portfolio Management
- Finra
- Private Placements
- Hedge Funds
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