INDIANAPOLIS (September 7, 2016) – Oak Street Funding, a commercial lender to insurance and financial services businesses nationwide, 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.

“The addition of Kim Grathwohl to the strategic insurance business development team is a natural fit,” stated COO, D. Scott Clarke. “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. As a 20-year veteran in sales management and lending, her experience will be a huge support for our ongoing growth in the insurance industry.”

“Adding Mark DeLisle to our Strategic Markets team adds depth to our expertise in the RIA vertical,” stated CEO Rick Dennen. “Prior to joining Oak Street, Mark worked for an RIA, providing wealth management services to high net worth individuals and defined contribution plans.” Dennen added, “His previous experience with major regional banks as Vice President of Commercial Lending, Wealth Management and Cash Management, along with being a provider of venture capital and private equity provides us with an additional level of expertise required to support the demands of this industry.”

Oak Street Funding has been the leader in providing financing to the insurance industry since 2003. The company has expanded its loan products to registered investment advisors and certified public accountants while growing its base of insurance relationships.

About Oak Street Funding

The materials in this paper are for informational purposes only.

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