Kimberly Cook
About Kimberly Cook
Work at Carta
Kimberly Cook currently serves as the Strategic Account Director at Carta, a role she has held since 2023. In this position, she is responsible for managing strategic accounts and fostering client relationships. Her work is based in San Francisco, California, where she contributes to Carta's mission of modernizing equity management and ownership.
Previous Experience at State Street
Prior to her current role, Kimberly Cook held multiple positions at State Street. She worked as a Portfolio Accountant and Account Controller for 9 months in 2007. She later served as a Senior Account Controller for 7 months in 2008. Additionally, she was an Assistant Vice President and Client Relationship Manager from 2013 to 2020, followed by a role as Vice President and Client Relationship Manager from 2020 to 2023.
Experience at State Street Global Advisors
Kimberly Cook's tenure at State Street Global Advisors included various roles in the Institutional Client Group. She began as an Associate in 2011, then progressed to Senior Associate in Global Equity Beta Solutions from 2012 to 2013. Her experience culminated in her roles as Assistant Vice President and Vice President, where she managed client relationships for a total of 10 years.
Background in Finance and Economics
Kimberly Cook earned her Bachelor of Science degree in Finance and Economics from the University of New Hampshire's Peter T. Paul College of Business and Economics. She studied from 2003 to 2007, laying a strong foundation for her career in finance and client management.
Early Career at Ameriprise Financial and Acadian Asset Management
Before her extensive experience in account management, Kimberly Cook worked as a Financial Planning & Administrative Intern at Ameriprise Financial for 6 months in 2006. She then joined Acadian Asset Management as a Client Reporting Associate, where she worked for 3 years from 2008 to 2011, gaining valuable experience in client reporting and financial services.