As President and co-founder of Oakbrook Solutions, Craig Cook brings over 30 years’ experience in technology-based solutions for wealth management providers. Craig leverages his technology skills, knowledge of business and operations, and the subject matter expertise of the firm to deliver solutions to Oakbrook clients.
Having worked previously with the largest financial institutions, Craig is able to quickly assess and manage complex problems for his clients. These clients come from various areas of wealth management, family offices, registered investment advisors, trust companies, and regional banks.
Prior to co-founding Oakbrook Solutions in 2000, Craig started his own consulting practice in 1996, Cornerstone Software, focusing primarily on trust systems applications. Prior to that he held positions at Wachovia, Sovran (Bank of America), and Broadway & Seymour where his management skills and business expertise were developed and fostered. Craig was hired as assistant manager of Trust Systems at Sovran and managed a group of business analysts supporting the trust business and oversaw integration of a participant recordkeeping solution. During his tenure at Broadway & Seymour, Craig was hired as a project manager to oversee development of enhancements to AMTrust. During his early experience with Wachovia, Craig was hired as programmer trainee in Trust Systems and was promoted to senior programmer analyst before leaving in 1989. Craig designed and coded enhancements, implemented income collection and participant recordkeeping applications, and was responsible for the daily trust batch.
Craig holds a Bachelor of Science degree from the University of North Carolina at Greensboro in Business Administration and also completed MBA coursework at the University of North Carolina at Greensboro.