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Greg Cook Email & Phone Number
Trade Error Analyst
at
Envestnet, Inc
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Trade Error Analyst
Location
Glenmoore, Pennsylvania, United States
Company size
Who is Greg Cook? Overview
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Quick answer
Greg Cook is listed as Trade Error Analyst at Envestnet, Inc, a company with 2715 employees, based in Glenmoore, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Greg Cook.
Greg Cook previously worked as Equity Analyst at Drexel University'S Lebow College Of Business and Investment Banking Analyst Intern at Corporate Advisory Solutions, Llc. Greg Cook holds Bachelor Of Business Administration - Bba, Finance And Business Analytics, 3.81 Gpa from Drexel University'S Lebow College Of Business.
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Envestnet, Inc
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Profile bio
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.
Current workplace
Greg Cook's current company
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Envestnet, Inc
8 roles
Greg Cook work experience
A career timeline built from the work history available for this profile.
Equity Analyst
-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.
Sep 2023 - Mar 2024
Investment Banking Analyst Intern
-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.
Sep 2023 - Feb 2024
Investment Banking Analyst Co-Op
-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.
Apr 2023 - Sep 2023
Student Consultant
-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.
Sep 2022 - Dec 2022
Accounting & Finance Co-Op
-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.
Mar 2022 - Sep 2022
Accounting Co-Op
-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.
Mar 2021 - Nov 2021
Student Peer Leader
-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.
Sep 2020 - Jan 2021
Team & coworkers
Colleagues at Envestnet, Inc
Other employees you can reach at envestnet.com. View company contacts for 2715 employees →
SK
Sreediva K
Colleague at Envestnet, IncKochi, Kerala, India, India
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AS
Ariel Schutte
Colleague at Envestnet, IncDenver, Colorado, United States, United States
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AB
Aubree Browning
Colleague at Envestnet, IncGreater Boston, United States
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SP
Salil P S
Colleague at Envestnet, IncThiruvananthapuram, Kerala, India, India
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JJ
Jijitha Joseph
Colleague at Envestnet, IncThiruvananthapuram Taluk, India, India
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BB
Brett Bennett
Colleague at Envestnet, IncLittleton, Colorado, United States, United States
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JF
Joseph Falcone
Colleague at Envestnet, IncGreater Philadelphia, United States
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RR
R Ranjit Nair
Colleague at Envestnet, IncThiruvananthapuram Taluk, India, India
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MM
Martin Meenan
Colleague at Envestnet, IncSpringfield, Pennsylvania, United States, United States
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NN
Nidheesh Ns
Colleague at Envestnet, IncKasaragod, Kerala, India, India
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Sreediva K
Colleague at Envestnet, IncKochi, Kerala, India, India
View →
AS
Ariel Schutte
Colleague at Envestnet, IncDenver, Colorado, United States, United States
View →
AB
Aubree Browning
Colleague at Envestnet, IncGreater Boston, United States
View →
SP
Salil P S
Colleague at Envestnet, IncThiruvananthapuram, Kerala, India, India
View →
JJ
Jijitha Joseph
Colleague at Envestnet, IncThiruvananthapuram Taluk, India, India
View →
BB
Brett Bennett
Colleague at Envestnet, IncLittleton, Colorado, United States, United States
View →
JF
Joseph Falcone
Colleague at Envestnet, IncGreater Philadelphia, United States
View →
RR
R Ranjit Nair
Colleague at Envestnet, IncThiruvananthapuram Taluk, India, India
View →
MM
Martin Meenan
Colleague at Envestnet, IncSpringfield, Pennsylvania, United States, United States
View →
NN
Nidheesh Ns
Colleague at Envestnet, IncKasaragod, Kerala, India, India
View →
2 education records
Greg Cook education
Bachelor Of Business Administration - Bba, Finance And Business Analytics, 3.81 Gpa
High School Diploma, 3.7 Gpa
Downingtown Stem Academy
FAQ
Frequently asked questions about Greg Cook
Quick answers generated from the profile data available on this page.
What company does Greg Cook work for?
Greg Cook works for Envestnet, Inc.
What is Greg Cook's role at Envestnet, Inc?
Greg Cook is listed as Trade Error Analyst at Envestnet, Inc.
Where is Greg Cook based?
Greg Cook is based in Glenmoore, Pennsylvania, United States while working with Envestnet, Inc.
What companies has Greg Cook worked for?
Greg Cook has worked for Envestnet, Inc, Drexel University'S Lebow College Of Business, Corporate Advisory Solutions, Llc, Ssg Capital Advisors Llc, and Gilded.
Who are Greg Cook's colleagues at Envestnet, Inc?
Greg Cook's colleagues at Envestnet, Inc include Sreediva K, Ariel Schutte, Aubree Browning, Salil P S, and Jijitha Joseph.
How can I contact Greg Cook?
You can use AeroLeads to view verified contact signals for Greg Cook at Envestnet, Inc, including work email, phone, and LinkedIn data when available.
What schools did Greg Cook attend?
Greg Cook holds Bachelor Of Business Administration - Bba, Finance And Business Analytics, 3.81 Gpa from Drexel University'S Lebow College Of Business.
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