• Cook M&A's practice focuses on customized, strategic transactions, developed to serve the needs of private equity investors, family offices, corporations, executives and business owners. • Joseph helps navigate the details and complexities necessary to arrive at lasting, quality acquisitions.• He is responsible for executing strategies that unite successful, entrepreneurial CEOs with strategic capital for the purpose of building industry leading companies through acquisition.

• Developed and implemented Regional tactics for managing Financial Consultants books and techniques to deliver clients superior risk adjusted returns. Advised Financial Consultants on specific engagement strategies to leverage the firm’s investment platform.• Primary point of contact for the Wells Fargo Institute for all Financial Consultants in Northern and Midwest Regions. Engaged the field with leading edge of strategic theory and market insights• Advised field regarding best tactics for managing Financial Consultants’ books and techniques that look to utilize Advised Solutions, Alternative Investments and Managed Solutions as key drivers in building and developing client portfolios• Extensive client facing and internal speaking engagement schedule

• Platform level responsibility for the development & distribution of income strategies in the Midwest region, inclusive of equities, alternative yield, fixed income and annuity product lines.• Develop state of the art income portfolio strategies that utilize Separately Managed Accounts, Mutual Funds, ETFs and individual securities to be used by the Financial Consultant community at Schwab with key clients.

Key Accomplishment • Instrumental in launching the Russell IRM strategy, resulting in raising north of $1B in AUM. • Advised major market pension clients (above and below $1B in assets) on optimal plan level hedging strategies in relation to custom liability benchmarks resulting in billions of dollars in transactions.• Designed and presented Liability Driven Investment strategies on a firm wide basis.

Trading responsibilities and fixed income portfolio management maximizing the ROE of the investment while maintaining a secure level of risk. • Manage a diverse portfolio consisting of corporate, mortgage and asset backed securities, and commercial mortgage backed securities

• Sold mortgage and asset backed securities, treasuries, agencies and derivatives to Insurance Companies, Banks, Pension/Mutual and Hedge fund clientele. Account base comprised of the top 10% of money managers in the Midwest region

• Spearhead portfolio optimization efforts and generated trade ideas for client portfolios within the Midwest region. Generated trade ideas in corporate, treasuries, futures, options and mortgages.