Oakbrook: Trasha Schwendener to Join Oakbrook Solutions

By Sarah Bendorf.
Updated Apr 11, 2022

WINSTON-SALEM, N.C. (PRWEB) April 11, 2022 - Oakbrook, a leading consulting and services firm for the Wealth Management industry, announced that Trasha Schwendener has joined the firm as Sales and Relationship Manager for the Strategic Practice at the firm.

Trasha brings experience managing clients needs in the wealth space, said Oakbrook CEO Craig Cook. She will enable us to pursue and manage more clients that need and desire our services. We continue to be encouraged by the market reaction to our end to end consulting solutions for wealth management clients.

Trasha has been in the trust and wealth management industry for almost 20 years. Trasha remarks; 'I enjoy and have found success in working with people to find the best solution to meet the challenge, to make their team or organization better. I ask, listen and partner with clients, getting the whole story to move forward with their priorities first. Joining Oakbrook is the perfect next step in continuing to build relationships with those who want to be and do better. With the continuous changes and improvements fintech brings, opportunities are endless for us to use our expertise to help our clients achieve their goals.'

About Oakbrook: Oakbrook is a leading technology consulting and services firm for the Wealth Management industry serving banks and trust companies, RIAs, single and multi-family offices, private banks, retirement plan providers, custodians and other industry service providers.

Their solutions and services, which solve problems unique to Wealth Management, equip their clients to make better business and technology decisions, deliver high-quality customized client service, boost efficiencies, and reduce risk. They bring decades of direct industry leadership to bear on the issues their clients face in moving their company forward.