Sherri Cooke, Chief Executive Officer and Founder of AI Insight, Inc., has been in the financial services industry for over 25 years.
Sherri formed AI Insight in 2005 with the primary goal of providing the financial planning community with a consistent database of alternative investment programs. AI Insight launched its web-based database and interactive infrastructure to support what she believed at the time were the missing links in training and education for alternative investments to broker dealers and sponsors in 2007.
Since its launch, the AI Insight platform continues to integrate new features and system enhancements to increase efficiencies and effectiveness in the delivery of education, training and research on complex products. For example, the platform recently added coverage of 70+ alternative mutual funds to help advisors conduct side-by-side product comparisons and frame their use of liquid alternatives. AI Insight is also a leading provider of education and product-level training on the new Opportunity Zone Funds.
Prior to forming AI Insight Inc., Sherri was a consultant to the industry providing insight on product structuring and positioning, product education, and strategic implementation of alternative investments products within the broker dealer community.
Sherri served as Senior Vice President with a San Francisco-based equipment leasing sponsor for six years. Prior to that position, she was Vice President & Head of Due Diligence with another California-based sponsor from 1989 to 1996.
Product development, due diligence, compliance and key account management have been her primary areas of industry contribution. She has also worked extensively in all aspects of product marketing.