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Susie McEuen

Vice President of Strategic Markets at Oak Street Funding - Relationship Builder and Lending Specialist to RIAs and Independent Advisors

Susie McEuen is the Vice President of Strategic Markets at Oak Street Funding, based in Indianapolis.1 She specializes in relationship building and lending to Registered Investment Advisors (RIAs) and Independent Advisors.1

Professional Experience

In her role, McEuen focuses on providing lending solutions to financial advisors. She has been involved in various industry events and panels, demonstrating her expertise in the field:

She participated in a Legacy Business Planning Panel at a Schwab Impact event.2
McEuen was invited to speak at the ECHELON 2024 Deals & Dealmakers Summit at the Ritz-Carlton.3
She was also a speaker at the sixth annual Integrated Advisors Network Advisors Summit in New Orleans in April 2024.4

Areas of Expertise

Susie McEuen's professional focus includes:

Growth and acquisition loans
Succession planning for financial advisors
Strategic market development in the financial services sector

Her involvement in industry events and her role at Oak Street Funding suggest that she has significant experience and knowledge in financial advisory business operations, lending, and strategic growth initiatives for independent advisors and RIAs.