Trish Cox

Trish Cox is a forward-thinking executive combining extensive experience in setting the vision and strategy for operations, sales, service management, legal, compliance, and market oversight to achieve high impact initiatives. Skilled in successfully scaling and navigating operations through periods of growth and change by leveraging skills in financial oversight/forecasting, technology, M&A, project management, team training, sales, marketing, and leadership. She has a track record of developing comprehensive business approaches and enhancing profitability. Authentic leader known for rallying teams around a purpose and delivering results in all types of challenging environments. Recognized thought leader and regular keynote speaker.

She has experience in Financial Services, Healthcare, FinTech and BioTech and has worked for companies such as Charles Schwab, Anthem, SoFi, Galileo Financial Technologies and Revance Aesthetics.

Some of her accomplishments include:

• Silicon Slopes Hall of Fame, COO of the Year 2022.
• 2018 Pega Business Impact Award for Digital Transformation.
• Named as one of the Top Women in Wealth Management in 2009

Ms. Cox earned a B.S. in Marketing Management and an M.B.A. in Finance from Virginia Tech, Pamplin School of Business.  She is also a graduate of Harvard University’s General Manager Program and has completed FINRA licensing for Series 7, 63, 66 and as a brokerage principal under Series 24.