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John Casperson Email
Project Manager . Oakbrook Solutions
Winston-Salem, NC
Locationj*********@oakbrooksolutions.com
Primary EmailHow to contact John Casperson
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Employees:
55Revenue:
$10.4MAbout
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 / Dealer Family Office Foundation / Endowment Private Banking Retirement Services Registered Investment Advisors Robo Advisors Trust and CustodyOakbrook Solutions Address
301 North Main StreetWinston-Salem, NC
United States