Patrick Cook
About Patrick Cook
Patrick Cook serves as the Associate Director of Internal Consulting at UBS, where he has worked since 2021. He has a diverse background in financial services, having held various roles at companies such as Commonwealth Financial Network, LPL Financial, and D.A. Davidson Companies.
Current Position at UBS
Patrick Cook serves as an Associate Director in Internal Consulting at UBS. He has held this position since 2021 and operates within the Nashville Metropolitan Area. In this role, he contributes to the strategic initiatives and operational improvements within the organization.
Previous Experience at Commonwealth Financial Network
Patrick Cook worked at Commonwealth Financial Network in two capacities. He served as a Transition Specialist from 2018 to 2020, where he focused on facilitating client transitions. In 2020, he briefly held the position of Senior Transition Specialist for four months in San Diego, California.
Education and Expertise
Patrick Cook earned a Master of Business Administration (MBA) from the University of Notre Dame - Mendoza College of Business, graduating as part of the Class of 2021. He also holds a Bachelor's degree in Business Administration with a concentration in Finance from California State University, Fullerton.
Career Background in Financial Services
Patrick Cook has a diverse background in financial services. He worked as a Financial Advisor at LPL Financial from 2016 to 2018 and as a Registered Client Associate at D.A. Davidson Companies from 2015 to 2016. Additionally, he gained experience through internships at MedImpact Healthcare Systems, Inc. and D.A. Davidson Companies.
Internship Experience
Patrick Cook completed an internship at MedImpact Healthcare Systems, Inc. in 2013 for three months in the Greater San Diego Area. He also interned as a trainee at D.A. Davidson Companies in 2014 for three months in Santa Barbara, California.