The Oakleaf Group is an advisory firm with expertise in risk analytics and financial modeling for the mortgage and financial services industries. 

Finance

The Oakleaf Group

The Oakleaf Group's headquarters in Bethesda, MD, United States

Chris Milner

Andreas Knispel

David Steel

Michele Santoro

Amy Morton

Maclean Amlalo

Steve Messner

Richard Bitner

The Modeling & Analytics team at The Oakleaf Group specializes in developing and implementing advanced econometric models and analytics to assess and manage financial risk within the mortgage and financial services industries. The team leverages data science techniques, quantitative analysis, and financial engineering to provide predictive insights and strategic recommendations to clients.

Modeling & Analytics

This department focuses on creating growth opportunities through partnerships and recruiting top talent.

Business Development

The Leadership Team at The Oakleaf Group sets the strategic direction of the firm, driving growth and innovation in risk analytics and financial modeling. Comprising key executives with extensive expertise in business development, finance, and analytics, the team collaborates to enhance client solutions, steer operational excellence, and foster a culture of high performance across the organization.

Leadership Team

This department oversees project planning, execution, and delivery, ensuring alignment with organizational goals.

Project Management

This department focuses on analyzing and mitigating risks associated with financial models and underwriting processes.

Risk Management

This department is responsible for assessing and managing risk by evaluating insurance applications and determining coverage terms.

The Oakleaf Group

Org chart

Board & advisors

Teams

Modeling & Analytics

Business Development

Leadership Team

Project Management

Risk Management

Underwriting Services

Offices

The Oakleaf Group

Org chart

Board & advisors

Teams

Modeling & Analytics

Business Development

Leadership Team

Project Management

Risk Management

Underwriting Services

Offices

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