Greg Cook

Greg Cook Email and Phone Number

Trade Error Analyst @ Envestnet, Inc
Philadelphia, PA, US
Greg Cook's Location
Glenmoore, Pennsylvania, United States, United States
About Greg Cook

Driven Finance & Business Analytics graduate of Drexel University with experience in equity analysis, investment pitches, and M&A. I’ve obtained over 18 months of hands-on work experience through the Drexel Co-Op internship program, demonstrating exceptional analytical, problem-solving, and leadership skills. Proficient in FactSet and financial analysis, I am eager to leverage my technical skills in a full-time analyst role.

Greg Cook's Current Company Details
Envestnet, Inc

Envestnet, Inc

View
Trade Error Analyst
Philadelphia, PA, US
Website:
envestnet.com
Employees:
2715
Greg Cook Work Experience Details
  • Envestnet, Inc
    Trade Error Analyst
    Envestnet, Inc
    Philadelphia, Pa, Us
  • Drexel University'S Lebow College Of Business
    Equity Analyst
    Drexel University'S Lebow College Of Business Sep 2023 - Mar 2024
    Philadelphia, Pennsylvania, United States
    -Perform equity research to analyze market trends and macroeconomic conditions for the Consumer Staples and Financials sectors of the Dragon Fund, a student-run portfolio managing over $4 million of the Drexel Endowment.-Formulate sector and security analyses, present detailed presentations, and deliver comprehensive research reports by applying discounted cash flow valuation modeling utilizing FactSet and Bloomberg-Propose two buy-side stock pitches by explaining security catalysts, potential risks, growth drivers, and a well-supported investment thesis to be voted upon by the other fund analysts
  • Corporate Advisory Solutions, Llc
    Investment Banking Analyst Intern
    Corporate Advisory Solutions, Llc Sep 2023 - Feb 2024
    Philadelphia, Pennsylvania, United States
    -Assist with buyer list creation by researching potential strategic and financial investors and identifying points of contact-Create Confidential Information Memorandum (CIM) slides, and review marketing materials for companies going to market-Assemble outsourced business services (OBS) industry analysis and review industry reports to identify key strategic investors and potential transaction opportunities -Compose financial analysis, industry research, and ad-hoc analysis over multiple active deals to support senior bankers
  • Ssg Capital Advisors Llc
    Investment Banking Analyst Co-Op
    Ssg Capital Advisors Llc Apr 2023 - Sep 2023
    West Conshohocken, Pennsylvania, United States
    -Assembled buyer lists by researching potential financial and strategic investors and identifying points of contact-Created Confidential Information Memorandum (CIM) slides, assisted with teaser creation, and reviewed marketing materials for companies going to market-Composed financial analysis, valuations, and ad-hoc reports across over a dozen active deals to support senior bankers-Developed and created a valuation report project for a previously public now private distressed company to better understand how bankruptcy impacts enterprise value
  • Drexel University'S Lebow College Of Business
    Student Consultant
    Drexel University'S Lebow College Of Business Sep 2022 - Dec 2022
    Philadelphia, Pennsylvania, United States
    -As part of an international consulting class MGMT 380, utilized secondary data to develop an adoption model for the production and use of green hydrogen in Ireland and the United States-Collaboratively worked with two other groups to consolidate our analysis into a final presentation and report relating to the economic impact, adoption analysis, and stakeholder groups for green hydrogen-Presented our collective findings to our client in Dublin Ireland, a major energy company in the country exploring additional renewable energy methods
  • Gilded
    Accounting & Finance Co-Op
    Gilded Mar 2022 - Sep 2022
    Philadelphia, Pennsylvania, United States
    -Conducted historical transactional analysis for Q3 and Q4 cashflow forecasting and budgeting-Developed updated finance team policies and procedures in collaboration with risk team-Implemented Excel CSV import templates into Oracle Enterprise Resource Planning (ERP) system for vendor and transaction uploads-Created customized financial reporting and process improvements to reduce manual data entry-Trained new team members on ERP system usage, reporting, and team policies and procedures
  • Cigna
    Accounting Co-Op
    Cigna Mar 2021 - Nov 2021
    Philadelphia, Pennsylvania, United States
    -Managed invoice reconciliation efforts through SAP Ariba platform to address and correct transactional errors -Prepared weekly, monthly, and quarterly payment metrics to support the accounts payable team and upper management group-Developed process improvements to aid digital transformation initiative for vendor payment management-Continued working on a part-time basis to facilitate training for the next co-op and remain active on certain project assignments
  • Drexel University'S Lebow College Of Business
    Student Peer Leader
    Drexel University'S Lebow College Of Business Sep 2020 - Jan 2021
    Philadelphia, Pennsylvania, United States
    -Undergraduate Teaching Assistant for UNIV-B101, a required introductory course for all incoming first-year students at Drexel University-Mentored and taught 25 freshmen about college life and best practices in their freshmen experience course-Worked with a co-peer leader and instructor to lead the class, develop content for weekly lesson plans, and provide a unique introductory experience

Greg Cook Education Details

Frequently Asked Questions about Greg Cook

What company does Greg Cook work for?

Greg Cook works for Envestnet, Inc

What is Greg Cook's role at the current company?

Greg Cook's current role is Trade Error Analyst.

What schools did Greg Cook attend?

Greg Cook attended Drexel University's Lebow College Of Business, Downingtown Stem Academy.

Who are Greg Cook's colleagues?

Greg Cook's colleagues are Athul Babu, Mumin Karamisir, Vinod R V, Brent Olson, Anjana Nair, Jalesh Paul, Lincy Antony.

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