| Name | Title | Contact Details |
|---|---|---|
Paul Bourdeaux |
Chief Information Officer | Profile |
David Drollette |
Chief Data Officer and Chief Technology Officer | Profile |
Oak Street Funding is an expert in financing for insurance businesses, registered financial advisors (RIAs) and certified public accountants (CPAs) as well as third-party servicing for commercial, specialty financing portfolios. Since 2003, we have been successful nationwide in fulfilling the unique capital needs for these cash flow-based industries while providing extraordinary service to our borrowers. We utilize our superior service capabilities and proprietary technology to deliver next generation, relevant niche products and services to financial services industries nationwide. Our deep industry expertise allows us to identify growth opportunities. Our passion, client and employee-focused mindset, and access to capital will continue to drive our commitment to fulfill client needs while also providing an empowering work environment for employees.
Roundstone Management, Ltd. (“Roundstone”) based in Lakewood, Ohio, is an insurance organization offering an expertise in the captive marketplace coupled with turnkey insurance management services. Roundstone delivers on its promise of speed to market, transparency and expertise through a consistent and thorough approach to establishing a captive facility. Our process includes a review of your business objectives along with our candid assessment of the captive program`s likelihood of success under today`s market conditions. There is no hidden agenda as Roundstone is paid when the captive facility is functioning with premium and not before. Roundstone makes no secret of what works and in fact, publishes its underwriting guidelines which detail the necessary characteristics of a successful captive program. Roundstone personnel offer the captive owner the benefit of many years of successful, hands-on captive program development with a turnkey approach.
Henry O Baker Inc is a Dover, NJ-based company in the Financial Services sector.
Jim Waters Insurance is a Nampa, ID-based company in the Financial Services sector.
Columbus Life is a highly-rated life insurance company providing personal life, retirement and business planning solutions through a nationwide network of independent representatives.