Lone Oak Partners

We are seasoned banking industry risk executives providing state-of-the-art, data-driven, practical and affordable risk management consulting services to our clients. We partner with you to understand your needs and identify the best solutions to support your size, regulatory requirements and strategic goals. Our services include a comprehensive review of your firm's existing risk program and infrastructure to help identify gaps and opportunities. We will deliver a Board-ready report that includes a project plan with timelines and cost analysis. Our services include managing the delivery of the plan, setting up your new workflows and continued re-assessments of processes. We believe that Risk Management must be a partner with the business and should work side by side to help the business to achieve its goals. Our experience has been that our engagements while typically initiated on the strength of our risk and data expertise often grow into broader relationships in which we engage in strategy development, financial analysis and business management.