Oakbrook Solutions

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Description

  • Since 2000, Oakbrook Solutions, Inc. has been a leading systems, process, and delivery expert for the Wealth Management industry.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 solution offerings that address these challenges in order to drive growth and success.Markets served include:Broker / DealerFamily OfficeFoundation / EndowmentPrivate BankingRetirement ServicesRegistered Investment AdvisorsRobo AdvisorsTrust and Custody
  • location

    Headquarters:301 North Main Street , Winston Salem, North Carolina, United States

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  • Oakbrook Solutions phone

    Phone Number: +1 336-714-0321

  • Oakbrook Solutions website

    Website: https://www.oakbrooksolutions.com

  • Oakbrook Solutions employees

    Employees:60

  • Oakbrook Solutions revenue

    Revenue:$10 - 50M

  • Oakbrook Solutions legal name

    Legal Name:Oakbrook Solutions

  • Oakbrook Solutions's Social Media

    Oakbrook Solutions linkedin
  • done Is this data correct?
  • |  NAICS Code: 541611  |

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Person level website identification

CEO for Oakbrook Solutions

Craig Cook

Chief Executive Officer

Person level website visitor identification

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View Employees

Steve Randolph

Managing Partner

Margie Christensen

Managing Director

Scott Dahlman

Managing Director

Michael Perez

Managing Director, Business Transformation Practice

Norma Canales

Recruiting Director

Frequently Asked Questions regarding Oakbrook Solutions

  • Where are Oakbrook Solutions's Headquarters?

    Oakbrook Solutions's Headquarters are in 301 North Main Street ,Winston Salem,North Carolina,United States

  • What is Oakbrook Solutions's phone number?

    Oakbrook Solutions's phone number is +1 336-714-0321

  • What is Oakbrook Solutions's official website?

    Oakbrook Solutions's official website is https://www.oakbrooksolutions.com

  • What is Oakbrook Solutions's Revenue?

    Oakbrook Solutions's revenue is $10 - 50M

  • What is Oakbrook Solutions's NAICS code?

    Oakbrook Solutions's NAICS code is 541611

  • How many employees are working in Oakbrook Solutions

    Oakbrook Solutions has 60 employees

  • What is Oakbrook Solutions's Industry?

    Oakbrook Solutions is in the industry of Financial Services

  • Who is Oakbrook Solutions's CEO?

    Oakbrook Solutions's CEO is Craig Cook

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