FINANCING  SOLUTIONS

 
 
 
  • ​Provides Domain Expertise for a $200 Million and Growing Investment Advisory Loan Portfolio

  • Started the Investment Advisory Team at Live Oak Bank in October 2012

  • Former Manager of Advisory Lending at Charles Schwab & Co

Experience

JASON

CARROLL

Deal-Related Services

  • Financing Independent Advisors

  • Acquisitions & Succession

  • Recruiting, Breakaway, & Tuck-Ins

  • Commercial Real Estate

  • Working Capital

Managing Director

Investment Advisory

Live Oak Bank

  • 15 ​Years in the Financial Services Industry

  • Financial Consultant for AXA Advisors

Experience

DUSTIN

Deal-Related Services

  • Acquisition Financing 

  • Buy-Ins & Buy-Outs

  • Succession Planning

  • Cash-Flow Lending

Director, Investment Advisory Program

PPCLOAN

MANGONE

  • Vice President, PNC Bank

  • Business Development Officer, PNC Bank

  • Loan Closing Manager, Live Oak Bank

Experience

MICHAEL

 McGINLEY

Deal-Related Services

  • Financing Independent Advisors

  • Acquisitions & Succession

  • Recruiting, Breakaway, & Tuck-Ins

  • Commercial Real Estate

  • Working Capital

Senior Loan Officer - Investment Advisory Lending

Live Oak Bank

  • President, First Commercial Finance

  • Adjunct Professor, Indiana University

  • Partner, White River Venture Partners

  • Senior Manager, Deloitte

Experience

RICK

Deal-Related Services

Financing for:

  • Mergers & Acquisitions

  • Successions & Owner Buyouts

  • Working Capital

  • Business Debt Consolidation

Founder, President & CEO,

Oak Street Funding

DENNEN

 
  • Investment Advisor, Amazz Investment Management/Schwab Platform

  • VP, Commercial Lending, M&T Bank

  • VP, Wealth Management, First Niagra Bank

  • Director, Equity Partners Ltd.

Experience

MARK

Deal-Related Services

Financing for:

  • Mergers & Acquisitions

  • Successions & Owner Buyouts

  • Working Capital

  • Business Debt Consolidation

Vice President , Strategic Markets

Oak Street Funding

DELISLE

 

© ECHELON Partners 2017. All rights reserved. Securities offered through ECHELON Capital Partners, LLC, member of FINRA/SIPC. ECHELON Partners and ECHELON Capital Partners, LLC, are affiliated companies.

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