About Oakleaf Advisory
A specialist consultancy focused on transformational change within complex, regulated environments.
Our Story
Founded in 2015, Oakleaf Advisory was established with a clear mission: to bridge the gap between strategic ambition and practical execution in complex, regulated environments.
Our founders, with decades of experience in financial services transformation, recognized that many organizations struggled to translate their strategic visions into tangible outcomes. They built Oakleaf to address this challenge, combining deep subject matter expertise with hands-on delivery capabilities.
Today, we've grown into a trusted partner for financial institutions worldwide, helping them navigate complex regulatory landscapes, technological disruption, and organizational change.
Our Values
Excellence
We are committed to delivering exceptional quality in everything we do, exceeding expectations and setting new standards in our industry.
Integrity
We operate with honesty, transparency, and ethical conduct, building trust with our clients and within our team.
Innovation
We embrace creative thinking and technological advancement to solve complex problems and drive transformative change.
Collaboration
We work closely with our clients and partners, leveraging collective expertise to achieve shared goals.
Adaptability
We remain flexible and responsive in a rapidly changing environment, continuously evolving our approaches and solutions.
Empowerment
We enable our clients and team members to realize their full potential through knowledge sharing and capability building.
Our Leadership Team
Alexandra Reynolds
Chief Executive Officer
With over 20 years of experience in financial services transformation, Alexandra leads Oakleaf's strategic direction and client relationships.
Jonathan Chen
Chief Technology Officer
Jonathan brings extensive expertise in financial technology and digital transformation, driving Oakleaf's innovative solutions.
Sarah Okonkwo
Head of Consulting
Sarah oversees Oakleaf's consulting practice, ensuring exceptional delivery and client satisfaction across all engagements.
Michael Thornton
Head of Regulatory Affairs
Michael's deep knowledge of global financial regulations helps clients navigate complex compliance challenges effectively.
Priya Sharma
Head of Data & Analytics
Priya leads Oakleaf's data and analytics practice, helping clients leverage data for strategic decision-making.
David Morales
Head of Blockchain Solutions
David spearheads Oakleaf's blockchain initiatives, developing innovative solutions for financial services clients.
Global Presence
Headquartered in London, Oakleaf Advisory operates globally with offices in key financial centers across Europe, North America, and Asia.
Our international team brings diverse perspectives and local expertise, enabling us to serve clients effectively across different markets and regulatory environments.
Contact Our OfficesReady to Work With Us?
Contact us today to discuss how Oakleaf Advisory can help you navigate complex challenges and achieve your strategic objectives.