“Chris’ experience with senior management, driving large-scale conversions and consolidations, and leading merger integrations will help ensure that our clients’ needs are understood,” stated Craig Cook, President of Oakbrook Solutions.
Winston-Salem, NC (PRWEB) November 16, 2011
Oakbrook Solutions, Inc., a leading consulting and technology firm serving the wealth management and retirement services industries, is pleased to announce that Chris Martinez, CFP® has joined the firm as a Managing Consultant.
Martinez will be responsible for expanding Oakbrook’s current software and consulting solution offerings to new clients, identifying new business opportunities, and also establishing new client relationships.
Martinez brings over 18 years of senior management experience, the last 15 of which were with wealth management and family office firms such as The PrivateBank, Wilmington Trust, Bingham Legg Advisers, and Webster Management Group.
Martinez also has first-hand experience with multi-generational family businesses. Throughout his career, Martinez has combined operations and technology leadership to support business growth and transformational change. He has driven large-scale system conversions and consolidations, led merger integrations, and aligned people, platforms and processes to increase margins, alleviate costs, and reduce risk in prior VP- and C-level roles.
“The wealth management experience Chris brings to Oakbrook Solutions will be an invaluable asset to our company,” said Craig Cook, President of Oakbrook Solutions. “Chris’ experience with senior management, driving large-scale conversions and consolidations, and leading merger integrations will help ensure that our clients’ needs are understood.”
Based in Chicago, Martinez holds an MBA from the Kellogg School of Management at Northwestern University, earned a bachelor’s degree in Computer Science from the University of Southern California, and is a CERTIFIED FINANCIAL PLANNER™ professional.
Martinez is active in a variety of civic, educational and philanthropic organizations, including serving as board member and Treasurer of the Kellogg Alumni Club of Chicago, a member of the Professional Development Committee, a member of the Northwestern University Leadership Circle, a member of the Kellogg Dean's Council, and a member of the Financial Planning Association.
About Oakbrook Solutions Inc.:
Established in 1999, Oakbrook Solutions solves problems faced by firms in the Wealth Management Industry. Oakbrook possesses a unique blend of technology, business and management expertise that helps their clients implement change, integrate applications and improve operational efficiency. This is accomplished by understanding our customer’s business and delivering solutions that solve their problems from both a technology and business perspective.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.