Our Team
At Oaktech, our strength lies in our people. Our team is a dynamic group of professionals with diverse expertise in AI innovation, finance, marketing, sales, and project management, all working together to revolutionize the capital markets. We share a common goal: to deliver innovative, AI-driven solutions that streamline processes, enhance decision-making, and create opportunities for growth.
Every member of our team plays a critical role in bringing Oaktech’s mission to life, combining industry experience, forward-thinking strategies, and a passion for excellence. Together, we aim to empower our clients with the tools and insights they need to navigate today’s rapidly evolving financial landscape.
Our Vision as a Team
Our team is driven by a shared vision: to become the trusted partner for businesses in the capital markets, providing cutting-edge AI solutions that simplify fund management, accelerate fundraising, and optimize investment decisions. We believe in fostering innovation, building strong relationships, and delivering exceptional value to our clients. By combining technology with human expertise, we aim to transform challenges into opportunities, helping our clients achieve success in a competitive environment.
Our Team
Jonathan Birch
Chief Executive Officer (CEO)
Jonathan’s leadership inspires innovation and drives Oaktech’s strategic direction. His deep expertise in AI and financial solutions ensures that Oaktech stays at the forefront of the industry
Gabriel Fava
Deal Origination Manager / Financial Analyst
Gabriel specializes in identifying lucrative opportunities and conducting in-depth financial analyses to maximize value for Oaktech’s clients. His precision and insight are key to the success of our deals.
Monty LeBlanc
IT Specialist
Monty oversees Oaktech’s IT infrastructure, ensuring seamless integration of AI solutions and robust technological support for all operations. His innovative approach keeps Oaktech technologically ahead
Shayne Damiles
Pipeline & Channel Partners Account Executive
Shayne excels in building strong partnerships and managing pipelines, expanding Oaktech’s network and fostering collaborations that open doors to new opportunities
Allan Salvatierra
Senior Marketing Associate
Allan is the creative force behind Oaktech’s marketing strategies, connecting the company with its target audience through impactful campaigns that highlight its unique solutions
Victor Libanan
Project Manager
Victor’s expertise in managing complex projects ensures that Oaktech delivers on its promises, meeting deadlines and exceeding expectations with efficiency and precision.
Curt Riley
Sales Representative
Curt brings a client-focused approach to sales, building meaningful relationships and driving revenue growth by understanding and addressing client needs
Lizette Mede
Sales Representative
Lizette is passionate about connecting clients with Oaktech’s innovative solutions, helping them achieve their goals and contributing to the company’s success.
Our Collective Goals
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Revolutionize Capital Markets: By integrating AI into the core of our services, we aim to reshape how businesses approach fundraising, deal evaluation, and fund incubation.
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Deliver Exceptional Value: We strive to provide solutions that not only solve problems but also create opportunities for growth and success.​
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Foster Innovation: As a team, we continuously push boundaries to develop new and better ways to serve our clients.​
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Build Lasting Relationships: We are committed to building trust and long-term partnerships with our clients, partners, and stakeholders. ​
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Empower Success: Through collaboration and expertise, we aim to empower businesses to make smarter decisions, faster.
Join Us on This Journey
The Oaktech team is dedicated to empowering the capital markets with innovative solutions and unmatched expertise. With our combined talents and shared vision, we are committed to creating a brighter, more efficient future for our clients and the industry as a whole.
