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Jay Douglas

Vice President of Strategic Markets — CPA, Insurance, RIA Markets

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Jay Douglas brings to Oak Street Funding more than 15 years of experience in financial services, business development, and lending. As a trusted advisor to business owners and financial professionals, Jay’s diverse background enables him to deliver customized solutions that help clients acquire, grow, and strengthen their businesses.

Prior to joining Oak Street, Jay worked in business development and relationship management for Capital Group | American Funds and Northwestern Mutual. He has also founded and operated entrepreneurial ventures. He lives in Indianapolis, IN, with his wife and daughter.

Special interests: Spending time with family and friends, cooking new recipes, tasting new wines, improving his golf game

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Meet Jay

Click to schedule a meeting with Jay at these industry events:

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Document Center

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

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