Experienced Financial professional with a demonstrated history working in FinTech, wealth management, and private markets. I'm passionate about driving organizational success, identifying unique investment opportunities, and building lasting Client & Investor relationships. ⊛ I thrive on connecting with people, both inside and outside of the organization. ⊛ Sustainable investing is one of my passion points - ask me about it! ⊛ Outside of the workplace, you'll find me out with my husband & pup, practicing (or teaching) yoga around town, flipping through the latest NatGeo edition, or gardening in my backyard.
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Senior Manager, Secfi LiquiditySecfiCharleston, Sc, Us -
Manager, Client & Investor OperationsSecfi Oct 2022 - PresentSan Francisco, California, UsOur Liquidity team helps startup employees and shareholders understand, maximize and unlock the value of their equity. We provide financing, education, and wealth management to assist employees on their journey from startup to exit.In addition, Secfi Asset Management offers investors unique access to a diversified portfolio of high-growth pre-IPO private companies.
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Senior Associate, Client & Investor OperationsSecfi Sep 2021 - Oct 2022San Francisco, California, Us
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Co-Founder And OwnerSkylines Yoga Oct 2021 - PresentSkylines Yoga was created with the intention of fostering a yoga community outside of the traditional studio. Our all levels yoga events are designed to encompass different viewpoints and scenery. With our team located in Denver, Colorado and Charleston, South Carolina, we offer unique classes in the mountains, beaches and beyond!www.skylinesyoga.com
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Private Wealth Management AssociateEllevest Aug 2020 - Sep 2021New York, Ny, UsPrivate wealth management for high and ultra high net worth individuals, families, and institutions. Investing in a better world for all women. -
Client Experience AssociateEllevest Sep 2019 - Oct 2020New York, Ny, Us
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Sales AssistantBold Catering & Design Aug 2018 - Sep 2019Us -
Emerging Markets EconomistCollege Of Charleston Investment Program Apr 2017 - May 2018Charleston, South Carolina, UsOne of 19 undergraduate students competitively selected to manage a live cash fund consisting of public equities and private early stage investments. Partnered with Charleston Angel Partners https://www.chapsc.com/
Natalie Cook Education Details
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College Of CharlestonEconomics Minor - Cum Laude -
The American University Of RomeStudy Abroad Affiliate Program
Frequently Asked Questions about Natalie Cook
What company does Natalie Cook work for?
Natalie Cook works for Secfi
What is Natalie Cook's role at the current company?
Natalie Cook's current role is Senior Manager, Secfi Liquidity.
What schools did Natalie Cook attend?
Natalie Cook attended College Of Charleston, The American University Of Rome.
Who are Natalie Cook's colleagues?
Natalie Cook's colleagues are Robin Stordeur, Mike Allred, Cfp®, Madison Fletcher, Julie Brewer.
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