Charter Oak Insurance and Financial Services
Address: 330 Whitney Ave Suite 600, Holyoke, MA 01040 Hours: Closed ⋅ Opens 9AM Thu Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (413) 539-2000: Category: : : : Place name: Website: : : Website: http://www.charteroakfinancial.com/?cm_mmc=Google-_-Local-_-Store-ID-38-_-GMB&utm_source=google&utm_medium=local&utm_content=store-id-38&utm_campaign=GMB Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Wednesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 5 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Charter Oak Insurance and Financial Services Co. Posting publicly on the Web Write a review Reviews Be the first to review From Charter Oak Insurance and Financial Services Co. "As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future."
Charter Oak Insurance and Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charter Oak Insurance and Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Charter Oak Insurance and Financial Services Employees
Sun Life Financial June 2013 - Present
Independent February 2013 - June 2013
Charter Oak Insurance and Financial Services 2011 - February 2013
Kelly Services September 2009 - January 2011
Yale University June 2010 - August 2010
Cintas June 2008 - September 2008
Skills
Relationship-building..., Relationship Management, Networking, Communication, Financial Advisory, Insurance Background, Strategic Partnerships, Strategic Planning, Annuity Sales, Community Marketing, Insurance, Sales, Employee Benefits
Education
Providence College 2005 — 2009
Bachelor of Arts (B.A.), Sociology
Hamden High School 2001 — 2005
American Senior Benefits October 2014 - Present
Charter Oak Insurance and Financial Services May 2012 - October 2014
Barnum Financial Group June 2010 - November 2011
MW Financial Group Ltd. August 2008 - June 2010
Barnum Financial Group November 2003 - August 2008
Skills
Fixed Annuities, Financial Services, Retirement, Insurance, Securities, Disability Insurance, Life Insurance, Long-term Care, Wealth Management, Employee Benefits, Retirement Planning, Estate Planning, Term Life Insurance, Series 7, Financial Planning, Brazilian Portuguese, Teaching, CFP, Tax...
Education
Nova Southeastern University 1992 — 1994
B.S., Business
Charter Oak Insurance and Financial Services April 2006 - Present
Springfield, Ma. January 1976 - January 2006
Education
Springfield Technical Community College 1978 — 1980
Springfield Technical High School 1966 — 1969
Springfield Technical Community College
Aegis Wealth Partners October 2014 - Present
Charter Oak Insurance and Financial Services June 2012 - October 2014
MetLife January 2008 - June 2012
Northwestern Mutual June 2006 - January 2008
Skills
Customer Service, Microsoft Word, Microsoft Office, Outlook, PowerPoint, Microsoft Excel, Public Speaking, Research, Strategic Planning, Teaching, Insurance, Budgets, Finance, Small Business, Fixed Annuities, Long Term Care Insurance, Financial Services, Retirement Planning, Life Insurance, Disability Insurance, Strategic Financial..., Retirement, Estate Planning, Series 7, Investments, Wealth Management, Financial Planning
Education
Southern Connecticut State University 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Finance, General
Child Guidance Clinic May 2014 - Present
Child Guidance Clinic June 2013 - May 2014
Springfield College September 2011 - May 2014
The Joshua Center May 2013 - February 2014
Charter Oak Insurance and Financial Services January 2003 - September 2010
Blue Cross and Blue Shield of CT July 1988 - August 1994
Skills
Family Therapy, Event Planning, Leadership, Community Outreach, Nonprofits, Public Speaking, Volunteer Management, Critical Thinking, Research, Psychology, Program Development, Social Services, Grant Writing, Psychotherapy, Mental Health, Group Therapy, Mental Health Counseling, Treatment, Adolescents
Education
Springfield College 2011 — 2014
Master's degree, Marriage and Family Therapy/Counseling
Fairfield University 1981 — 1985
BS, Information Systems/Business Management
Fairfield University 1981 — 1985
Bachelor of Science (BS), Business Management/Information Systems
Charter Oak Insurance and Financial Services March 2014 - Present
American Family Life Assurance Company January 2008 - Present
Remington Medical Inc. February 1999 - March 2004
Skills
Management, Strategy, Analysis, Risk Management, Employee Benefits, Finance, Disability Insurance, Buy Sell Agreements, Cross Sell Agreements, Key Person Insurance, Executive Compensation..., Group Life, Individual Life, Lite time Income...
Education
Fashion Institute of Technology
Fashion Merchandising
Hofstra University
Business Administration and Management, General
Nassau Community College
Business/Commerce, General
Lincoln Financial Group July 2013 - Present
Charter Oak Insurance and Financial Services June 2012 - August 2012
Harbert Management Corporation January 2012 - February 2012
The Barclays Center August 2011 - August 2011
Hudson Valley Renegades March 2011 - May 2011
Skills
Microsoft Word, Social Media, Nonprofits, Sales, Marketing
Education
Marist College 2009 — 2013
Business Administration and Management, Marketing
Marist College 2009 — 2013
B.S. Business Administration, Marketing
Charter Oak Insurance and Financial Services March 2012 - Present
Sears Holdings Corporation April 2008 - May 2012
Law Offices of Rolnick & Reger September 2007 - May 2008
Quinnipiac University May 2005 - August 2005
Albert Schweitzer Institute October 2004 - December 2004
Education
Quinnipiac University
B.A, Legal Studies
Commonwealth Financial Group June 2010 - Present
Charter Oak Insurance and Financial Services November 2007 - June 2010
Salon Capri Incorporated January 2005 - November 2007
Charter Oak Insurance and Financial Services November 2003 - January 2005
Skills
Series 7, Series 66, Series 24, Life Accident Health..., Investments, Securities, Series 63, Mutual Funds, Retirement, Financial Services, Strategic Financial..., Retirement Planning, Fixed Annuities, FINRA, 401k, Series 6, Uniform Combined State...
Education
USMC 1991 — 1995
Infantry Rifleman, 0311
Milton High School
UMass Boston
MassMutual Financial Group January 2014 - Present
MassMutual Financial Group September 2011 - December 2013
MassMutual Financial Group April 2007 - September 2011
Charter Oak Insurance and Financial Services October 2005 - April 2007
Northwestern Mutual February 2004 - October 2005
Deloitte September 2001 - February 2004
Skills
Fixed Annuities, Estate Planning, Mutual Funds, 401k, Securities, Long Term Care Insurance, Life Insurance, Series 7, Disability Insurance, Series 24
Education
Western New England University 2001 — 2004
MBA, Business Administration
University of Massachusetts at Amherst - Isenberg School of Management 1997 — 2001
BA, Accounting
Gerry's Music Shop December 2014 - Present
Charter Oak Insurance and Financial Services May 2014 - December 2014
Goldfinch Financial January 2014 - May 2014
Skills
Life Insurance, Critical Thinking, Microsoft Excel, Bloomberg, Research, Social Media, PowerPoint, Microsoft Office, Microsoft Word
Education
Saint Anselm College 2010 — 2014
Bachelor's degree, Business
The Hartford Courant June 2014 - Present
Max Restaurant Group March 2012 - May 2014
Charter Oak Insurance and Financial Services January 2014 - April 2014
Education
Western New England University 2012 — 2014
Business/Commerce, General
Asnuntuck Community College 2010 — 2012
Associate's degree, General Business
Somers High School 2005 — 2009
Charter Oak Insurance and Financial Services 2004 - Present
MassMutual Financial Group 2004 - Present
Guardian Life Insurance 1999 - 2004
Northwestern Mutual 1992 - 1999
Skills
Fixed Annuities, Disability Insurance, Strategic Financial..., Term Life Insurance, Life Insurance, 401k, Retirement, Brokers, Securities, Portfolio Management, Whole Life, Financial Planners, Long-term Care, Long Term Care Insurance, Retirement Planning, Insurance, Estate Planning, IRAs, Universal Life, Variable Annuities, Employee Benefits, Mutual Funds, Health Insurance, Wealth, Critical Illness, Financial Planning
Education
Central Connecticut State University
MassMutual Financial Group April 2009 - Present
Charter Oak Insurance and Financial Services August 2011 - February 2014
Royal Realty Group April 2006 - April 2009
Blue Sky Miami January 2003 - January 2006
United States Marine Corps Reserves January 1997 - January 2003
Skills
Small Business, Real Estate, Estate Planning, Insurance, Employee Benefits, Long Term Care, Disability Insurance, Sales Management, Professional Networking, Term Life Insurance, Fixed Income, Fishing, Dogs, Fixed Annuities
Education
Westfield State University 1999 — 2001
BA, Graphic Design
Holyoke Community College 1997 — 1999
Associates, Fine Art
Bonsai Communications August 2013 - Present
CityStage & Symphony Hall September 2012 - October 2013
CityStage & Symphony Hall June 2011 - September 2012
Her Campus September 2010 - May 2011
UMass Catering Company September 2009 - May 2011
CBS 3 Springfield June 2009 - August 2009
CityStage & Symphony Hall June 2009 - August 2009
Charter Oak Insurance and Financial Services June 2005 - January 2009
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Dreamweaver, Photoshop, Basic Adobe Flash, HTML, CSS, Writing, Editing, Ap Style, Raiser's Edge, Mac, Windows, Blogging, Wordpress, Social Media, Social Networking, Public Relations, Video, WordPress, Web Design, Public Speaking, Marketing, Press Releases, Newsletters, Facebook, Copy Editing, InDesign
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of the Arts, Journalism, Communication, Political Science
Pillar Plan Financial, LLC January 2011 - Present
Ameritas Investment Corp. January 2011 - Present
Charter Oak Insurance and Financial Services December 2007 - August 2010
Skills
Retirement Planning, Investments, College planning, Fixed Annuities, Retirement, Estate Planning, Disability Insurance, Wealth Management, Life Insurance, Strategic Financial..., Securities, Long-term Care, Insurance, Equities, Financial Services, Educational Consulting, Asset Allocation, Series 6, Series 65, Series 63, Series 7, Finance, Financial Planning
Education
Quinnipiac University 2003 — 2007
B.S., Finance Major, Economics Minor
Quinnipiac University - School of Business 2003 — 2007
Finance, Finance Major and Economics Minor
Quinnipiac University - School of Business 2003 — 2007
Finance, Finance Major and Economics Minor
Charter Oak Insurance and Financial Services September 2000 - Present
Northwestern Mutual January 1991 - September 2000
Education
University of Massachusetts, Amherst 1989 — 1991
B.A., Economics
Xavier University - Williams College of Business 1987 — 1989
Business
Merrill Edge April 2014 - Present
Charter Oak Insurance and Financial Services July 2013 - December 2013
New York Life Insurance Company December 2009 - July 2013
Wells Fargo Advisors LLC January 2007 - October 2009
REI, Inc August 2003 - December 2006
Merrill Lynch October 1991 - October 2000
Skills
Retirement Planning, Estate Planning, Education Savings, Securities, Insurance, Investments, Excel, Microsoft Office, Word, PowerPoint, Portfolio Management, Investment Advisory, Term Life Insurance, Microsoft Excel, Fixed Annuities, Microsoft Word, Mutual Funds, Budgets, Sales, Finance, Life Insurance, Leadership, Business Planning, IRAs, 401k, Retirement, Financial Services, Disability Insurance, Analysis
Education
George Mason University 2003 — 2006
Bachelor of Science, Accounting
University of Tennessee-Knoxville 1985 — 1988
Murray Wealth Management, LLC July 2014 - Present
Transamerica Financial Advisors, Inc., World Financial Group (WFG) June 2013 - Present
Hayden Wealth Management Group, a division of NorthEast Community Bank February 2012 - June 2013
Charter Oak Insurance and Financial Services August 2009 - January 2012
Cegedim Relationship Management March 2007 - July 2008
Skills
Wealth Preservation..., Creating, Maximizing..., Financial Services, Wealth, Insurance, Investments, Strategic Financial..., Life Insurance, Series 7, Sales, Employee Benefits, Retirement Planning, Disability Insurance, Marketing, Long-term Care, Strategy, Fixed Annuities, Financial Planning, Public Speaking, Management, Leadership, Finance, Marketing Strategy
Education
Rollins College 1969 — 1973
Bachelor of Arts (BA), Theatre
Staples High School 1967 — 1969
HS
The Poh's Institute
Life Insurance
Charter Oak Insurance and Financial Services June 2005 - Present
Hennion & Walsh May 2003 - May 2004
Skills
Investments, Retirement Planning, Wealth Management, Licensed to Sell..., Securities, CO, Financial Planners, Private Companies, Employee Benefits, Financial Services, Financial Advisory, Risk Management, Wealth, Retirement, Asset Management, Financial Planning, Management
Education
Marist College 1999 — 2003
Bachelor of Science (BS), Finance, Accounting
NFHS 1996 — 1999
Charter Oak Insurance and Financial Services October 2013 - Present
Captain John Maloney Memorial Foundation January 2005 - Present
Crystal Financial Insurance & Education May 2013 - October 2013
Combined Insurance October 2012 - May 2013
Teamsters Local 404 January 2000 - January 2012
UPS January 1986 - January 2012
Clayton Realty January 1986 - January 1989
Skills
Customer Service, Leadership, Sales, Transportation, Interpersonal..., Management, Negotiation, Public Relations, Fundraising, Team Building, Microsoft Office, Research, Public Speaking, Budgets, Strategic Planning, Project Management, Insurance, Selling, Non-profits, Team Leadership, Contract Negotiation, New Business Development, Coaching, Nonprofits, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Social Networking, Event Planning, Organizational..., Community Outreach, Training, Policy, Sales Management, Life Insurance, Customer Satisfaction, Business Planning, Account Management, Small Business, Inventory Management, Operations Management, Leadership Development, Labor Relations, Relationship Management, Health Insurance, Disability Insurance, Fixed Annuities
Education
Dale Carnagie 2012 — 2012
Sales advantage program, Interpersonal Relationships Skills
Holyoke Community College 1987 — 1989
Business Administration and Management, General
Division of Insurance
Licensed in Health & Life insurance
FINRA
Registered Representative, FINRA Series 6 & 63
Charter Oak Insurance and Financial Services April 2015 - Present
Northwestern Mutual Financial Network March 2011 - April 2015
Northwestern Mutual November 2007 - March 2011
Strategic Employee Benefit Services/ Northwestern Mutual January 2003 - November 2007
Skills
Employee Benefits, Microsoft Excel, Microsoft Office, Strategic Planning, Customer Service, Marketing, PowerPoint, Public Speaking, Event Planning, Finance, Social Media, Time Management, Social Networking, Sales, Financial Planning
Education
Johnson and Wales University 1998 — 2001
Marketing / Public Relations
Valley Bolt & Screw July 2007 - Present
Teixeira Financial Services January 2011 - February 2014
Charter Oak Insurance and Financial Services August 2009 - December 2010
Skills
Investments, Insurance
Education
University of Scranton 2003 — 2007
Business Administration, Accounting, Economics, Finance, Management, Statistics
Avon High School 2000 — 2003
Diploma
Miles Logue Financial Group January 2011 - Present
Mariano, McGrath & Associates, Inc. January 1986 - Present
Charter Oak Insurance and Financial Services November 1978 - Present
MassMutual Financial Group 1981 - 2001
MassMutual Financial Group 1976 - 1996
MassMutual Financial Group 1976 - 1996
Skills
Retirement Planning, Investments, Estate Planning, Long Term Care Insurance, Life Insurance, Strategic Financial..., Income Protection, Disability Insurance, securities, Health Insurance, Qualified Retirement..., Employee Benefits
Education
The American College 2002 — 2004
M.S., Financial Services
The University of Connecticut 1974 — 1977
B.S., Finance
University of Pittsburgh 1972 — 1973
bs, Pre-Law Studies
Naugatuck High 1968 — 1972
High School
Immersion Excursions: Cultural Travel July 2014 - Present
Istanbul Kids Club February 2014 - April 2014
Charter Oak Insurance and Financial Services December 2012 - December 2013
Quinnipiac University November 2009 - May 2013
Williams College December 2010 - January 2013
YMCA June 2009 - August 2011
Skills
Facebook, Tutoring, Critical Thinking, PowerPoint, Event Planning, Public Speaking, Fundraising, Social Networking, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Social Media, Spanish, Community Outreach
Education
Quinnipiac University 2009 — 2013
Working on BA, International Business w/minor in Entrepreneurship
The University of Queensland 2011 — 2011
Bachelor's degree, International Business, Sophomore
Charter Oak Insurance and Financial Services December 2011 - Present
Northwestern Mutual Financial Network June 2008 - December 2011
PNC May 2007 - August 2007
Skills
Insurance, Financial Analysis, Retirement, Disability Insurance, Securities, Business Planning, Retirement Planning, Financial Services, Program Management, Sales, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Finance, Rutgers Business School
Loomis Chaffee
New Britain High School
Sun Life Financial June 2013 - Present
PULSE January 2012 - January 2014
Independent February 2013 - June 2013
Charter Oak Insurance and Financial Services January 2011 - February 2013
Kelly Services September 2009 - January 2011
Yale University June 2010 - August 2010
Cintas June 2008 - August 2008
Skills
Fixed Annuities, Insurance, Microsoft Excel, Retirement Planning, Investments, Financial Analysis, Employee Benefits, Microsoft Office, Customer Service, Life Insurance, Mutual Funds, Disability Insurance, Series 7, Microsoft Word, PowerPoint, Securities, Series 63, Retirement, Public Speaking, Outlook
Education
Providence College 2005 — 2009
BA, Sociology, Business Studies
Longmeadow Police Department January 1989 - Present
Charter Oak Insurance and Financial Services March 2008 - September 2011
Skills
Criminal Justice, Enforcement, Police, Patrol, Firearms, Crime Prevention, Interrogation, Public Safety, Criminal Investigations, Traffic Enforcement, Community Policing
Education
American International College 1984 — 1988
B.S., Criminal Justice
Longmeadow High School 1980 — 1984
General studies
Charter Oak Insurance and Financial Services May 2015 - Present
Versatec, LLC March 2014 - May 2015
Laidlaw & Company September 2013 - February 2014
Skills
Wealth Management, Life Insurance, Asset Allocation, Stock Market, Estate Planning, Business Planning, Trust Services
Education
Keene State College 2009 — 2013
Bachelor of Science (B.S.), Sustainable Product Design and Innovation
Immaculate High School 2005 — 2009
Waterbury Swiss Automatics June 2014 - Present
Charter Oak Insurance and Financial Services May 2011 - September 2013
Skills
Retirement, Financial Services, Finance, Employee Benefits, Financial Analysis, Disability Insurance, Life Insurance, Retirement Planning, Investments, Fixed Annuities, Microsoft Excel, PowerPoint, Insurance, Microsoft Word, Strategic Financial..., Equities, Microsoft Office, Long-term Care, Portfolio Management, Access
Education
Sacred Heart University 2014 — 2015
Master of Arts (M.A.), Sports Communication
Fordham University 2009 — 2013
Bachelor of Science (B.S.), Marketing
MassMutual Financial Group March 2015 - Present
Charter Oak Insurance and Financial Services February 2015 - Present
ROK PROPERTIES CORP. May 2011 - Present
MassMutual Financial Group 2015 - 2015
Sound Central January 2009 - May 2009
B-Town Tutor August 2008 - May 2009
Quadriga Art June 2008 - August 2008
Rockwells American Restaurant July 2004 - August 2007
Beach Lane Management July 2004 - August 2006
Skills
Management, Marketing Strategy, Recruiting, Advertising, Sales, Social Media Marketing, Marketing, Social Media, Social Networking, Entrepreneurship, Event Management, Leadership, Public Relations, Event Planning, Facebook, Marketing Communications, Online Advertising, Fundraising, Commercial Real Estate, Real Estate, Microsoft Office, Finance
Education
Indiana University Bloomington 2006 — 2010
Bachelor of Science, Business Management
Scarsdale High School 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Charter Oak Insurance and Financial Services March 2015 - Present
Altium Wealth Management, LLC June 2011 - March 2015
Erik Olsen Financial June 2006 - June 2011
Banc of America Securities 2000 - 2003
Cowen 1997 - 2000
Thomson Financial 1994 - 1997
Education
Georgetown University
BS, Finance & International Business
Rye Garnets
Commonwealth Financial Group July 2010 - Present
Charter Oak Insurance and Financial Services August 2005 - July 2010
Education
Cornell University 1980 — 1984
BS, Animal Science
Charter Oak Insurance and Financial Services February 2015 - Present
Education
Springfield College 2005 — 2008
Master's Degree, Physical Therapy/Therapist
Boston University 1999 — 2003
Bachelor's Degree, Communication, General
Suffield Academy 1996 — 1999
High School Diploma
Charter Oak Insurance and Financial Services July 2015 - Present
Center for Advanced Financial Education January 2015 - Present
Cohane Capital Markets June 2014 - August 2014
Caraluzzis Management Program June 2013 - August 2013
Skills
Microsoft Office, Access, Teamwork, Microsoft Excel, Microsoft Word, Time Management, Communication, Leadership, PowerPoint, Public Speaking, Accounting, Customer Service, Economics, Sales, Cold Calling, Finance, Presentations, Insurance, Investments
Education
Roger Williams University 2011 — 2015
Finance, General
Bethel High School
BOLT Insurance Agency March 2011 - March 2013
The Hartford Insurance Group – AARP October 2009 - March 2011
Charter Oak Insurance and Financial Services January 2009 - October 2009
Dichello Distributors September 2007 - January 2009
Yale University January 2005 - May 2005
Skills
Property & Casualty..., Commercial Insurance, Underwriting, Insurance, General Insurance, Casualty, Liability, Commercial Lines, Legal Liability, Umbrella Insurance, Life Insurance, Workers Compensation, Licensed Property &..., Call Centers, Claim
Education
Endicott College 2003 — 2007
Bachelor of Science, Sport Management
Cheshire Academy 1999 — 2003
Merkle RKG October 2014 - Present
RKG, a Merkle Company October 2012 - Present
Charter Oak Insurance and Financial Services June 2012 - August 2012
Skills
Google Adwords, MySQL, Microsoft Excel, MSN AdCenter, PPC, Online Marketing, Microsoft Office, Facebook, PowerPoint, SEM, Microsoft Word, Social Media, Customer Service, Statistical Data..., LaTeX, Stata, Google Analytics, Online Advertising, Data Analysis, Digital Marketing
Education
Bucknell University 2008 — 2012
Bachelor of Science (BS), Mathematics
McGladrey August 2014 - Present
McGladrey August 2012 - August 2014
Charter Oak Insurance and Financial Services May 2011 - August 2011
Massachusetts Trial Court May 2010 - August 2010
Stadium Auto Body June 2004 - August 2009
Skills
Bloomberg Terminal, Morningstar, Mac OS X, Microsoft Excel, Partnership Taxation, Capital IQ, Financial Accounting, Profx, Vlookup
Education
Quinnipiac University 2011 — 2012
Master of Business Administration (M.B.A.)
Quinnipiac University - School of Business 2007 — 2011
BA, Accounting
McKinsey & Company July 2015 - Present
Amazon June 2014 - August 2014
Cogo Labs June 2013 - August 2013
SignalQuest January 2013 - March 2013
Charter Oak Insurance and Financial Services June 2011 - September 2011
Skills
Matlab, Software Development, Programming, C++, Algorithms, Solid Mechanics, ANSI C, Embedded Systems, Assembly Language, Computer Architecture, VHDL, Digital Circuit Design, Solidworks, Systems Engineering, Soldering, Wiring, Machining, Milling, Lathe, Microsoft Word, Microsoft Excel, PowerPoint, Academic Tutoring, Machine Learning, Python, Ruby on Rails, Web Development
Education
Dartmouth College 2010 — 2014
Bachelor of Engineering (B.E.), Computer Engineering, Summa Cum Laude
The Chinese University of Hong Kong 2012 — 2012
The Gazelle Group June 2012 - May 2015
Quinnipiac University August 2008 - May 2012
Johnson & Johnson May 2011 - August 2011
Charter Oak Insurance and Financial Services June 2010 - August 2010
Skills
Leadership, Sports Marketing, Marketing, Event Planning, Budgets, Public Speaking, Social Networking, Social Media, Finance, Sales, Facebook, Microsoft Office, Customer Service, Public Relations, Time Management
Education
Quinnipiac University 2008 — 2012
Bachelor of Science (BS), Finance and Economics
Montgomery High School 2004 — 2008
Charter Oak Insurance and Financial Services 1997 - Present
Education
American International College
BS, Psychology
Catholic University
MS, Psychology
Charter Oak Insurance and Financial Services February 2003 - Present
North Haven High School 1967 - 2002
USBL Connecticut Skyhawks 1995 - 1996
University of New Haven 1980 - 1995
North Haven High School 1979 - 1980
Western Connecticut State University 1972 - 1977
University of New Haven 1971 - 1972
Notre Dame High School, West Haven, CT 1970 - 1971
North Haven High School 1967 - 1970
Skills
Fixed Annuities, Insurance, Uniform Combined State..., Basketball, Disability Insurance, Life Insurance, Refinance, High Net Worth..., Estate Planning, Financial Analysis, Long Term Care Insurance, Mortgage Banking, Series 7, Asset Management, Wealth Management, Mortgage Lending, FHA, Portfolio Management, Series 63, Finance, Underwriting, Strategic Financial...
Education
Southern Connecticut State University 1977 — 1979
Masters, Math and Recreation
Quinnipiac University 1963 — 1967
Bachelors, Math & Accounting
Charter Oak Insurance and Financial Services February 2012 - Present
Charter Oak Insurance and Financial Services/MassMutual Financial Group 2006 - Present
NAIFA 2006 - 2010
MW Financial Group November 2005 - October 2006
Petron Automation June 1986 - October 2005
Skills
Individual Life, Disability Insurance, Retirement, 401k, Securities, Financial Services, Protection, Asset, Budgeting, Long Term Care..., Disability Income, Asset Accumulation..., Employee Benefit and..., Employee Benefits, Whole Life, Long-term Care
Education
The American College 2008 — 2009
LUTCF
Kaynor Technical School 1983 — 1986
High School Diploma, Tool and Die
Midstate Insurance and Financial Services June 2009 - Present
Charter Oak Insurance and Financial Services 2012 - 2012
Horace Mann 2009 - 2010
JN Phillips Auto Glass March 2008 - January 2009
Enterprise Rent-A-Car February 1992 - January 2008
Skills
Financial Services, Retirement, Estate Law, Sales Management, Disability Insurance, Leadership, Cold Calling, Employee Benefits, Customer Service, Management, Sales, Marketing, Networking, Insurance, Customer Retention, Account Management, Finance, New Business Development, Small Business, Recruiting, Selling, Customer Satisfaction, Training, Business Development, Direct Sales, Sales Process, B2B, Life Insurance, Sales Operations, Salesforce.com, Team Building, Fixed Annuities, Lead Generation, Strategic Planning, Business Planning
Education
University of Connecticut 1988 — 1991
Northeastern University 1987 — 1988
Management
Charter Oak Insurance and Financial Services February 2011 - Present
Stratford High School November 2010 - Present
City of Milford December 2009 - Present
German's Plaza January 1989 - Present
GoGreenMilford.com May 2007 - July 2011
Fitness Express August 2002 - April 2010
Tri City Heating and Cooling 2009 - 2010
Creative Health & Fitness, Inc. May 1985 - December 2007
German's Construction Company September 1978 - May 1985
Skills
Small Business, Management, Marketing, Customer Service, Entrepreneurship, Retirement Planning, Coaching, Strategic Planning, Insurance, Training, Public Speaking, Investments, Team Building, Budgets, Sales, Employee Benefits, Leadership, Securities, Disability Insurance, Strategic Financial..., Business Planning, Wealth Management, Mutual Funds, Relationship Management, Life Insurance, Long-term Care
Education
Sacred Heart University 1998 — 2010
MBA, Masters in Business Administration
Northern Arizona University 1981 — 1984
BSBA, Finance, Accounting
Westchester Community College 1979 — 1981
AS, Civil Engineering
Shire Pharmaceuticals March 2013 - Present
Charter Oak Insurance and Financial Services November 2011 - January 2013
Prudential Financial April 2011 - October 2011
Eli Lilly and Company August 2007 - October 2009
DePuy Orthopaedics June 2005 - July 2007
Pfizer March 1992 - May 2005
Eurpac Services GmbH April 1990 - June 1991
United States Marine Corps 1986 - 1989
Skills
Medical Devices, Sales Operations, Managed Care, Sales Management, Pharmaceutical Sales, Pharmaceutical Industry, Product Launch, Account Management, Sales, Coaching, Leadership, Urology
Education
SUNY Albany
Charter Oak Insurance and Financial Services June 2013 - Present
The Zuzolo Financial Group November 2011 - June 2013
Blue Cross Blue Shield of Mass July 2001 - November 2008
Apriso 2000 - 2001
Aetna 1992 - 2000
Skills
To learn about my..., SDLC, Business Analysis, Visio, Vendor Management, Insurance, SharePoint, Process Improvement, IT Management, HIPAA, Access, Security, Program Management, PMP, Disaster Recovery, Information Security, Risk Management, Project Planning, Software Development, IT Service Management, Systems Analysis, Management, Software Project..., Testing, Solution Architecture, Business Process, Strategy, IT Strategy, Project Portfolio..., Project Management, Analysis, Business Intelligence, Integration, Project Delivery, Business Process..., Requirements Gathering, Information Technology, Disability Insurance
Education
Rensselaer Polytechnic Institute
Master's degree, Computer Science
Alliance College
Bachelor of Science (BS), Economics
Charter Oak Insurance and Financial Services April 2015 - Present
Northwestern Mutual May 2013 - Present
Northwestern Mutual May 2009 - May 2013
Ameriquest Capital Group January 2004 - May 2006
Skills
Investments, Insurance, Customer Service, Leadership, Financial Services, Finance, Public Speaking, Microsoft Office, Microsoft Excel, Strategic Planning, Risk Management, Human Resources, Networking, Retirement Planning, Fixed Annuities, Analysis, Small Business, Integration, Wealth Management, Financial Planning, Long-term Care, Sales Management, Wealth Accumulation, Strategic Financial..., Social Media, Access
Education
The American College 2009 — 2011
ChFC, CLU, Advanced Financial Planning
University of Rhode Island 2000 — 2003
Wagner College 1999 — 2000
Mount Saint Charles 1993 — 1999
Charter Oak Insurance and Financial Services September 2009 - Present
Skills
Uniform Combined State..., Retirement Planning, Investments, Series 7, Leadership
Education
Salve Regina University 1995 — 1999
Bachelors
Windsor Locks High school 1990 — 1999
Diana L. VanDam, LLC June 1991 - Present
Benchmark Retirement Services, LLC December 2014 - Present
Charter Oak Insurance and Financial Services August 2013 - December 2014
Principal Financial Group December 2009 - June 2013
DRS & W Insurance February 2003 - July 2008
Cumulus Broadcasting - WICC Bridgeport, CT March 2001 - October 2005
Mass Mutual June 2001 - February 2003
Skills
Employee Benefits, Succession Planning, Business Valuation, Retirement Planning, Insurance, Disability Insurance, Annuities, Long Term Care, 401k, Mutual Funds, Term Life Insurance, Securities, Insurance Planning, IRA's, Estate Planning, Annuity
Education
Northeastern University
Marketing
The American College
Insurance
Zuk Financial Group April 2008 - Present
ING January 2007 - April 2008
Charter Oak Insurance and Financial Services April 2004 - January 2007
MassMutual Financial Group December 2000 - April 2004
Education
Western New England College School of Law 1990 — 1993
Doctor of Law (JD), Law
Central Michigan University 1988 — 1989
Master's degree, Business Administration and Management, General
Charter Oak Insurance and Financial Services October 2009 - June 2010
Diversified Group Brokerage June 1994 - July 2001
Education
University of Rhode Island 1988 — 1992
BS, Consumer Affairs/Psychology
Aerotek April 2014 - Present
Yorkshire Realty Advisors, LLC. June 2015 - Present
Charter Oak Insurance and Financial Services March 2013 - April 2014
Skills
Finance, Financial Analysis, Analysis, Recruiting, Leadership, Investments, Commercial Real Estate..., Commercial Real Estate..., Sales Presentations, Real Estate, Sales, Management, Business Development, Technical Recruiting, Talent Acquisition, Team Building, Employee Benefits, Insurance, Disability Insurance, Portfolio Management, Retirement Planning, Strategic Financial..., Fixed Annuities, Life Insurance, Microsoft Office, Retirement, Estate Planning, Financial Services, Personal Development, Long Term Care Insurance, Personnel Management, Human Resources, Time Management, Relationship Management, Networking, Risk Management, Training, Cold Calling, Interviews, Onboarding, Public Speaking, Commercial Real Estate, Microsoft Excel
Education
New York University 2015 — 2016
Certificate in Real Estate Finance and Investment, Current GPA: 4.0
Johnson and Wales University 2008 — 2012
Bachelor of Science (BS), Business Management and Finance
MassMutual Financial Group January 2005 - Present
Charter Oak Insurance and Financial Services January 1999 - January 2000
American International College September 1997 - January 1999
Education
American International College 1993 — 1999
Master of Business Administration (MBA)
American International College 1994 — 1997
Bachelor of Business Administration (B.B.A.), International Business
Aegis Wealth Partners June 2015 - Present
Charter Oak Insurance and Financial Services September 2012 - May 2015
FSC Securities January 1998 - September 2012
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Variable Annuities, Retirement Planning, Long Term Care Insurance, Investments, Finance, Insurance, Sales, Customer Service, Strategic Planning, Retirement, Securities, Financial Services
Education
Eastern Connecticut State University 1992 — 1994