Leadership Overview
White Oak has 5 executives leading key functions including technology, finance, and operations.
Driven by a commitment to empowering businesses, White Oak provides essential financial solutions, fostering growth and stability for small and middle-market enterprises through tailored lending and advisory services.
Driven by a commitment to empowering businesses, White Oak provides essential financial solutions, fostering growth and stability for small and middle-market enterprises through tailored lending and advisory services.
Leadership Roles at White Oak
Giles Coates - Chief Financial Officer, Healthcare Finance
Giles Coates, the Chief Financial Officer, Healthcare Finance at White Oak, directs financial strategy and operations specifically for the healthcare sector financing division. Coates manages all financial aspects, including budgeting, forecasting, and capital allocation, ensuring robust financial health for healthcare-focused lending activities. This role involves close collaboration with the healthcare finance team to assess risk, optimize investment returns, and maintain compliance with industry-specific regulations. By providing critical financial oversight, Giles Coates supports the expansion of White Oak's specialized financing solutions within the healthcare market. The Chief Financial Officer, Healthcare Finance ensures that financial planning aligns with the company's objective of serving middle-market businesses with tailored credit facilities.
Christian Jorda - Chief Financial Officer, Funds
Christian Jorda, the Chief Financial Officer, Funds at White Oak, spearheads the financial management and strategic direction for the firm's investment funds. Jorda oversees fund accounting, performance reporting, and investor relations, ensuring transparency and adherence to fiduciary standards. This critical position involves managing the financial lifecycle of various investment vehicles, optimizing capital deployment, and mitigating financial risks associated with fund operations. The Chief Financial Officer, Funds plays a pivotal role in structuring new fund initiatives and managing existing portfolios to maximize returns for investors. Christian Jorda's financial acumen directly supports White Oak's capacity to offer diverse financing options to its target market.
David Hackett - Partner and Co-President
David Hackett, the Partner and Co-President at White Oak, shares leadership responsibility for the firm's overall strategic direction and operational execution. Hackett drives business development initiatives and cultivates key client relationships, focusing on expanding White Oak's reach within the small and middle-market sectors. This leadership position involves overseeing critical aspects of the firm's lending operations, including underwriting standards and portfolio management, to ensure consistent delivery of term loans and asset-based financing. By fostering a culture of client-centric service, David Hackett ensures White Oak remains a trusted financial partner. The Partner and Co-President's vision guides the firm's growth and commitment to providing comprehensive financial solutions.
Steven Dumont - Global Chief Technology Officer
Steven Dumont, the Global Chief Technology Officer at White Oak, architects the firm's technological infrastructure and digital strategy. Overseeing all technology operations, Dumont ensures the seamless integration of innovative solutions that support White Oak's core mission of providing financial services to small and middle-market businesses. This leadership involves driving the development and implementation of secure, scalable platforms essential for managing term loans, asset-based loans, and other financing instruments. Dumont's focus extends to enhancing operational efficiency through advanced analytics and data management, directly impacting the firm's ability to deliver value. By championing technological advancements, Steven Dumont solidifies White Oak's position as a forward-thinking financial partner.
Michael Fortino - Chief Financial & Operations Officer
Michael Fortino, the Chief Financial & Operations Officer at White Oak, directs the company's financial planning and operational efficiency. Fortino manages the firm's financial resources, including accounting, treasury, and risk management, while also optimizing operational processes to support the delivery of financing solutions. This dual role ensures that financial strategies are tightly integrated with day-to-day operations, enhancing service delivery for small and middle-market businesses seeking term loans and asset-based financing. The Chief Financial & Operations Officer oversees the infrastructure necessary for scalable growth and maintains robust internal controls. Michael Fortino's leadership ensures financial stability and operational excellence across White Oak.
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We are a mortgage lender where the genuine care and consultation of our clients is our highest mission. We pledge to provide the finest personal service to our clients, who will enjoy the entire mortgage process and become a client for life.Atlantic Bay Mortgage Group, LLC is an equal housing lender and equal opportunity employer.NMLS # 72043www.nmlsconsumeraccess.orgwww.atlanticbay.com/legal
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