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Bruce Warren

Vice President of Strategic Markets — CPA, RIA Markets

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Bruce Warren brings over 30 years of commercial lending experience, with a strong focus on professional practice financing. Since joining Oak Street Funding in 2015, Bruce has developed a national presence in the CPA and RIA lending spaces, helping clients across the country grow and succeed. Being an experienced practice lender since 2010, he offers deep industry insight. Bruce's expertise and commitment make him a trusted partner when seeking funding strategies. 

 

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Document Center

Certified Public Accountant (CPA)
  • CPA Overview Presentation
  • CPA Acquisition Financing One-Pager
Registered Investment Advisor (RIA)
  • RIA Overview Presentation
  • RIA Acquisition Financing One-Pager
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