Oakbrook Solutions Employee Directory

Financial ServicesNorth Carolina, United States51-200 Employees

Oakbrook Solutions, Inc. is a leading consulting and services firm for the Wealth Management industry serving banks and trust companies, RIAs, single and multi-family offices, private banks, retirement plan providers, custodians and other industry service providers.

We provide consulting and staffing solutions and services that solve problems commonly faced within our industry. Our services and solutions are focused on helping our clients make better decisions, deliver high quality customized service, increase efficiency, and reduce risk.

Achieving these objectives are complicated by proliferation of software applications, increased data aggregation needs, growth in product and organizational complexity, and heightened standards of quality, regulatory compliance, and internal controls.

We use our expertise and commitment to our clients to develop custom service and solution offerings that address these challenges in order to drive growth and success.

Services and Solutions:

•	Execution Services
•	Structured Procedure Design (SPD)
•	Business Strategy
•	Technology & Operational Assessments
•	Vendor Search & Selection
•	Technology Roadmaps
•	Implementation Planning
•	Process Re-Engineering & Workflow or Business Process Management (BPM)

Find Oakbrook Solutions employees' phone numbers or email addresses

Oakbrook Solutions Global Highlights

North America
87

United States Of America
87

Asia
1

India
1

Oakbrook Solutions's Leadership

S. R.
Managing Partner
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F. H.
Director
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S. D.
Managing Director
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C. S.
Business Solutions Lead At Wells Fargo
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E. C.
Project Manager
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J.
Consultant - Project Manager
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K. B.
Office Manager
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M. B.
Associate Relationship Manager
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Oakbrook Solutions Employee Metrics

100%

50%

0%

2024

2023

Consultant
Analytics
Program & Project Management
Business
Finance
Other

Contact profiles from Oakbrook Solutions

Name

Title

Contact Info

Location

Last Update

S. R.
Managing Partner
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Email
UNITED STATES
Jul 08, 2024
F. H.
Director
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Email
United StatesPennsylvania
Sep 24, 2024
S. D.
Managing Director
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Email
United States
Oct 17, 2024
C. S.
Business Solutions Lead At Wells Fargo
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Email
United StatesNew York
Oct 22, 2024
E. C.
Project Manager
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Email
United StatesNorth Carolina
Oct 16, 2024
J.
Consultant - Project Manager
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Email
United StatesPennsylvania
Sep 15, 2024
K. B.
Office Manager
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Email
United StatesNorth Carolina
Oct 18, 2024
M. B.
Associate Relationship Manager
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Email
United StatesNew York
Oct 16, 2024
M. S.
Workplan Mgr/Consultant
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Email
United StatesMichigan
Oct 23, 2024
M. B.
Consultant And Project Manager
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Email
United StatesNew Hampshire
Oct 25, 2024

Frequently Asked Questions

What is Oakbrook Solutions known for?

Oakbrook Solutions operates in the Financial Services industry. The company's main headquarters is located in 500 W. 5th Street, Ste 800 PMB Winston-Salem, NC 27101 US; you can contact the main corporate office by phone at

+1-336-644-****

. Explore Oakbrook Solutions's company overview page for more information.

What is Oakbrook Solutions's most common email format?

Oakbrook Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Oakbrook Solutions email formats with LeadIQ.

How many employees does Oakbrook Solutions have currently?

Oakbrook Solutions has approximately 51 employees as of June 2024. These team members are located across 2 continents, including North AmericaAsia.

Who are Oakbrook Solutions's key employees and leadership?

As of June 2024, Oakbrook Solutions's key employees include:

Managing Partner: S. R.
Director: F. H.
Managing Director: S. D.
Business Solutions Lead At Wells Fargo: C. S.
Project Manager: E. C.

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