FP Transitions & Oak Street Funding: Collaborating for the Client


Recorded at the BNY Mellon | Pershing INSITE 2023 Conference.  Media Center Powered by:

Advisorpedia welcomed Scott Leak, the Director of Business Development and Senior Consultant at FP Transitions, and Susie McEuen, the VP of Strategic Markets at Oak Street Funding at the 2023 INSITE conference in Orlando, Florida.

Resources: BNY Mellon | Pershing | FP Transitions | Oak Street Funding