Charlotte, NC Red Oak Capital Holdings, LLC has taken one more step in its strategic national growth plan with the addition of two new team members. Dylan Beaulieu will serve as manager of investor operations, while Chau Le takes on the role of senior accounting associate.
“Strong demand for alternative financing options, combined with investor interest in commercial real estate debt products, have fueled Red Oak’s growth in the past few years,” said Gary Bechtel, Red Oak’s chief executive officer. “The unique skills and background that Jay and Chau bring to our company will provide the additional power and support as we continue to grow our reach and operations.”
As manager of investor operations, Beaulieu will report to Ray Davis, chief strategy officer. He will support the executive team in managing multiple offices and maintaining positive relationships with broker-dealers and financial advisors. He will also plan, organize and implement activities, events and conferences for the company and its investors.
Before joining Red Oak, Beaulieu was previously enlisted in the United States Marine Corps, 1st Battalion, 12th Marine Regiment, in Kaneohe Bay, Hawaii, where he held positions of escalating responsibility. His latest post was first lieutenant and logistics department assistant manager, where he supported the operations of the base’s logistics department and its facilities. Before that, he served in supervisory roles within the operations and artillery departments, working closely with the USMC base’s leadership and enlistees. Beaulieu holds a bachelor’s degree in neuroscience from Ohio State University as well as a master’s degree in business administration from National University in San Diego.
In her role as a senior accounting associate, Chau Le is tasked with supporting the company’s financial recordkeeping and reporting, as well as other accounting functions. She also supervises the accounting department’s day-to-day activities to ensure that it adheres to best-in-class standards, procedures and methodologies.
Chau comes to Red Oak from Thermo Fisher Scientific, where she spent two years as a financial analyst, handling financial planning and analysis to support the firm’s management. She also oversaw a $35 million project portfolio, maintained communications with stakeholders and assisted in the development of strategic plans and metrics for existing and new business projects. Le has also worked in the accounts payable divisions of ESP Associates and Walmart in the respective roles of coordinator and specialist. She earned her bachelor’s degree in business administration from the University of North Carolina, followed by a master’s degree in finance from Johnson & Wales University in Charlotte, NC.
Red Oak recently relocated its corporate headquarters from Michigan to Charlotte, along with several new hires. The move, said Davis, “not only gave the company a strategic presence in the nation’s second-largest business and financial services hub, but it also provided better access to the large, growing pool of skilled talent in metro Charlotte. A diversity of professionals with various backgrounds and skillsets will only help to better serve our clients, investors and the commercial real estate community at large.”