Inside Oakbridge Insurance's Rise: A CFO's Perspective with Matt James
Description
Building a thriving company in today's complex financial landscape requires a delicate balance between data-driven decisions and people-centered relationships. This episode dives into that challenge as we hear from Matt James, CFO and Chief Acquisition Officer of Oakbridge Insurance, a rapidly growing agency that has risen to the top 50 US brokerages in just a few years. Matt discusses Oakbridge's impressive trajectory since its launch in 2021, emphasizing their unique approach of blending "small-town values" with corporate efficiency, and how he navigates the dual role of financial leader and M&A strategist. We explore his career path, from history major to finance executive, and how he utilizes a differentiated mindset to drive growth while maintaining a strong company culture. Join us to learn about Matt's experience with mentors, managing rapid growth during the COVID era, and his insights on the evolving role of the CFO.
United States
