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Patrick Cook Email & Phone Number
Associate Market Executive
at
UBS
1 work email found
@ubs.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Associate Market Executive
Location
Nashville Metropolitan Area, United States, United States
Company size
Who is Patrick Cook? Overview
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Quick answer
Patrick Cook is listed as Associate Market Executive at UBS, a company with 28 employees, based in Nashville Metropolitan Area, United States, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Patrick Cook.
Patrick Cook previously worked as Managing Consultant- Internal Consulting at Ubs and Senior Consultant- Internal Consulting at Ubs. Patrick Cook holds Master Of Business Administration - Mba from University Of Notre Dame - Mendoza College Of Business.
Company email context
Email format at UBS
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{first}.{last}@ubs.com
86% confidence
AeroLeads found 1 current-domain work email signal for Patrick Cook. Compare company email patterns before reaching out.
Profile bio
About Patrick Cook
/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Current workplace
Patrick Cook's current company
Company context helps verify the profile and gives searchers a useful next step.
Ubs
12 roles
Patrick Cook work experience
A career timeline built from the work history available for this profile.
Associate Market Executive
Current
May 2024 - Present
Managing Consultant- Internal Consulting
Feb 2023 - May 2024
Senior Consultant- Internal Consulting
Sep 2021 - Feb 2023
Mba Candidate, Class Of 2021
Jun 2020 - Jun 2021
Senior Transition Specialist
- Gathered and analyzed information to develop actionable recommendations to consult financial advisors on achieving maximum operational efficiency, while they were opening up their own independent wealth management.
- Developed and implemented in-depth comprehensive educational training for advisor's offices on Commonwealth systems, including best practices, processes, and procedures
- Transitioned $400 million in assets to Commonwealth in Q4 of 2019, breaking all previous records
- Mentored, trained, and assisted a group of five new employees, getting them up to speed and primed for success
- Conducted presentations on transition process overview to prospective advisors during home office visits, pitching to over 50advisors that decided to join Commonwealth
- Traveled to new offices to assist in creating office efficiencies and providing hands-on training during their first 3-5 months at the firm, to ensure a smooth transition of an advisor's book of business
Feb 2020 - Jun 2020
Transition Specialist
Jul 2018 - Feb 2020
Lpl Financial Wealth Managment Associate
- CoastHills Credit Union--$1 billion in assets; CoastHills Wealth Management (LPL) $165 million AUM
- Increased client referrals by 30% year-over-year by building and managing email campaigns and being responsible for social media strategy and workshop marketing
- Managed all enhanced trading activities, such as, tactical repositioning, account rebalancing and individual position swaps for $60 million in advisory assets
- Responsible for being the Salesforce CRM administrator, uncovering new ways that tools and resources can be applied to enable Wealth Management Team’s execution
- Created operational management reports, including monthly variance reports, asset liability committee (ALCO) reports, business plans, proposals and makes recommendations for improvement/efficiency
Mar 2016 - Jul 2018
Financial Advisor
Mar 2016 - Jul 2018
Registered Client Associate
- Obtained Series 7 and Series 66
- Supported nine financial advisors and 2,000 client households
Mar 2015 - Mar 2016
Internship Trainee
May 2014 - Aug 2014
Internship
May 2013 - Aug 2013
2 education records
Patrick Cook education
Master Of Business Administration - Mba
Bachelor'S Of Business Administration, Finance
FAQ
Frequently asked questions about Patrick Cook
Quick answers generated from the profile data available on this page.
What company does Patrick Cook work for?
Patrick Cook works for UBS.
What is Patrick Cook's role at UBS?
Patrick Cook is listed as Associate Market Executive at UBS.
What is Patrick Cook's email address?
AeroLeads has found 1 work email signal at @ubs.com for Patrick Cook at UBS.
Where is Patrick Cook based?
Patrick Cook is based in Nashville Metropolitan Area, United States, United States while working with UBS.
What companies has Patrick Cook worked for?
Patrick Cook has worked for Ubs, University Of Notre Dame - Mendoza College Of Business, Commonwealth Financial Network, Coasthills Credit Union, and Lpl Financial.
Who are Patrick Cook's colleagues at UBS?
Patrick Cook's colleagues at UBS include Ethan Harro and Flloyd Rewa.
How can I contact Patrick Cook?
You can use AeroLeads to view verified contact signals for Patrick Cook at UBS, including work email, phone, and LinkedIn data when available.
What schools did Patrick Cook attend?
Patrick Cook holds Master Of Business Administration - Mba from University Of Notre Dame - Mendoza College Of Business.
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