Advisory Board Member Profile
|
Lisa Cook
Invesco
COO Invesco Managed Accounts |
Areas of Expertise:
Your Customers - Their Journey, To Market - The New Business Plan
|
Lisa Cook is COO for Invesco Managed Accounts, LLC responsible for overseeing the operations and service for their managed accounts platform. Mrs. Cook joined Invesco when the firm combined with OppenheimerFunds in 2019. OppenheimerFunds, in 2017, acquired SNW Asset Management where she was a partner and executive.
She has over 20 years of experience in the wealth management sector. She has a BA in Marketing/Business Administration and an Accredited Wealth Management Advisor (AWMA).
|
