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Chris Martinez Appointed LAVAwm Product Management Director


PRWeb

July 16, 2020

 

WINSTON-SALEM, NC, July 16, 2020 – Oakbrook Solutions is pleased to announce the appointment of Chris Martinez as Product Management Director of its new LAVAwm (“wm” = wealth management) workflow optimization and automation practice…View article

Oakbrook Launches LAVAwm to Optimize and Automate Workflows


PRWeb

February 19, 2020

 

WINSTON-SALEM, NC, February 19, 2020 – Oakbrook Solutions, among the nation’s leading providers of technology-based solutions to RIAs, Private Banks, Family Offices, and other wealth-management entities, has spun off its workflow optimization and automation business into a dedicated firm aptly named, LAVAwm. (“wm” = wealth management.) The firm is, and will remain, a unit of Oakbrook….View article