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ABA: The American Bankers Association

F2 Strategy

Gold Member - ABA Partner Network Member Since February 2003

oakbrook
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Oakbrook Solutions provides expert Services exclusively to the financial services industry focused on Family Office, RIA, Trust and Custody, Private Banking, Broker/Dealer, Retirement Services, and Foundation / Endowment. Oakbrook leverages extensive expertise in Strategic Consulting, Project Management, Business Analysis and Operations Support to assist companies in strategic analysis, vendor evaluations and selection (RFI/RFP), implementation, integration, plus on-going support of their systems and operational needs including permanent or temporary staffing. Oakbrook's services cover Front, Middle, and Back Office functions and usually address system areas which are difficult to select, install, or support. Specific system expertise is provided by Oakbrook for AMTRUST, Trust 3000, Global Plus, and others. Oakbrook's clients include JP Morgan Chase, BoNY Clearing, Bank of America, Rockefeller & Company, SEI Investments, Fifth Third, and others.
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  • Contact:
  • Timothy G Buhler, Chief Revenue Officer
  • 500 W. 5th Street Ste. 800 PMB1036
  • Winston Salem, NC 27101
  • 1 336 714 0321
  • Year Started: 1900

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