January 22, 2017 11:38 PM ET

Diversified Financial Services

Company Overview of Oak Street Funding LLC

Company Overview

Oak Street Funding LLC provides commercial financing for the insurance industry and third-party loan servicing for financial institutions. Its products include retail agency loans, including amortizing loans, interest only loans, and lines of credit; MGA-broker loans, such as acquisition loans, succession and recapitalization loans, lines of credit and working capital, interest only options, and realistic debt structures; and premium financing. The company also offers commission purchase; and loan servicing, and succession and recapitalization loans. It serves agents, agencies, MGAs, and program administrators in the United States. The company was founded in 2003 and is based in Carmel, Indi...

11350 North Meridian Street

Suite 600

Carmel, IN 46032

United States

Founded in 2003

Phone:

317-428-3820

Fax:

317-428-3801

Key Executives for Oak Street Funding LLC

Founder, Chairman of the Board, Chief Executive Officer and President
Controller
Chief Operating Officer
Age: 51
Chief Information Officer
Compensation as of Fiscal Year 2016.

Oak Street Funding LLC Key Developments

Oak Street Funding Appoints Dave Bullington as Associate Chief Counsel

Oak Street Funding has announced that it has appointed Dave Bullington as its associate chief counsel. In his new role, Bullington will facilitate the transition of outsourced legal processes to in-house, which is intended to reduce the turnaround times and expenses and improve client experience. In addition, he will provide supplemental support on various other legal requirements across the business. Bullington has previously served as creditors' rights and litigation attorney for over 10 years at Indianapolis-based law firm, Blackwell, Burke & Ramsey PC, where he focussed on drafting and negotiating documents for loan transactions secured by real estate, as well as tangible and intangible personal property.

Oak Street Funding Announces Executive Appointments

Oak Street Funding has hired Kim Grathwohl and Mark DeLisle as Vice Presidents, Strategic Markets. Kim will be responsible for business development in the strategic insurance arena while Mark will be focused on the Registered Investment Advisor (RIA) industry. They will be responsible for developing relationships with firms throughout the U.S. Prior to joining Oak Street, Kim held sales management and leadership roles with Bank of America and Oak Street Mortgage, as well as having an Account Executive role at Broadridge Financial Solutions. Prior to joining Oak Street, Mark worked for an RIA, providing wealth management services to high net worth individuals and defined contribution plans.

Oak Street Funding Hires Sharon Robbins as Chief Marketing Officer

Oak Street Funding has hired Sharon Robbins as Chief Marketing Officer. She will oversee the strategy and tactics to grow Oak Street's insurance business while creating brand awareness and marketing plans for Oak Street's other business lines - RIA and CPA. Robbins has had a remarkably successful professional marketing career with both Fortune 500 and entrepreneurial companies. She has led marketing teams responsible for the design and implementation of strategies and tactics at both financial services and telecommunication firms including Oak Street Financial, Bank One and AT&T. She also owned and managed her own successful marketing consulting practice for over a decade.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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