Charter Oak Capital Management
Address: 10 Wright St #230, Westport, CT 06880 Phone: (203) 221-4752: Hours: Website: : Place name: : : : Category: : Website: http://charteroak-equity.com/ Category: Manufacturer 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Charter Oak Equity Posting publicly on the Web Write a review Reviews Be the first to review
Charter Oak Capital Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charter Oak Capital Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Charter Oak Capital Management Employees
Spinnaker Trust January 2011 - Present
Charter Oak Capital Management February 2009 - January 2011
Fidelity Investments July 1992 - February 2009
CSA Financial Corp June 1989 - April 1991
BAII Banking Corporation 1985 - 1988
Skills
Investments, High Net Worth..., Strategic Financial..., Series 7, Series 63, Investment Advisory, Mutual Funds, Series 65
Education
College of the Holy Cross 1981 — 1985
BA, Economics/French
Le Sorbonne 1983 — 1984
West Essex 1978 — 1981
Babson Capital Management LLC January 2001 - Present
Charter Oak Capital Management April 1996 - December 2000
Aetna Bond Investors 1987 - 1996
Skills
Alternative Investments, Financial Models - RMBS, Financial Models - Auto..., Financial Models -..., RMBS Analysis, Esoteric ABS Analysis, Fluent in Spanish, C++, VBA, Intex subroutines, Default and severity..., Analysis, Investments, Structured Products, Fixed Income, ABS, Residential Mortgages, Asset Management, Portfolio Management, Accounting, Financial Modeling, Hedge Funds, Private Equity, CDO, Corporate Finance, Financial Analysis, Bloomberg, Securities, Loans, Intex, Capital Markets
Education
Rensselaer Polytechnic Institute at Hartford 1987 — 1992
M.S., Computer Science
M.I.T. 1985 — 1987
M.S.M., Finance
Amherst College 1981 — 1985
B.A., Economics
Charter Oak Capital Management October 2007 - Present
Vitale Caturano September 2002 - June 2007
Arthur Andersen 1999 - 2001
Skills
Accounting
Education
Boston University 2003 — 2006
Certificate Program, Financial Planning
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2001
BPI Systems December 1999 - Present
Apple Computer January 2000 - June 2003
RER Financial, Reston, VA September 1997 - December 1999
Charter Oak Capital Management 1995 - 1997
Charter Oak Capital Management 1995 - 1997
Skills
Strategic Planning, Team Building, Project Management, Business Development, Team Leadership, Program Management, Solution Selling, Marketing, Customer Service, Operations Management, CRM, Salesforce.com, Networking, Business Process..., System Administration, Leadership, Management, Disaster Recovery, Strategy, SaaS
Education
Texas A&M University 1982 — 1986
BS, Government Administration, Tourism
Charter Oak Capital Management October 1992 - Present
Skills
Portfolio Management, Investment Advisory, Retirement Planning, Strategic Planning, Investment Management, Business Development, Series 7, Banking, Finance, Financial Advisory, Investments, Mutual Funds, Risk Management, Series 63, Strategic Financial..., Investment Strategies, Wealth Management, Wealth Management...
Education
Saint Michael's College 1983 — 1987
B.A., Business
Charter Oak Capital Management May 2015 - Present
Stripers May 2014 - Present
Saint Michael's College August 2012 - Present
Nonantum Resort June 2011 - August 2013
Skills
Social Media, Public Speaking, Research, Event Planning, Fundraising, Social Networking, Higher Education, Teaching, Facebook, Management
Education
Saint Michael's College 2012 — 2016
Bachelor's Degree, Business Administration and Economics
Hill Holliday January 2015 - Present
The Amundsen Group - an IMS Health company October 2014 - December 2014
The Amundsen Group - an IMS Health company August 2013 - September 2014
Wellesley College September 2009 - May 2013
United States Attorney's Office June 2012 - August 2012
Office of Jury Commissioner February 2012 - May 2012
Charter Oak Capital Management December 2011 - January 2012
Charter Oak Capital Management June 2011 - August 2011
Mountain Tops, Inc. May 2010 - August 2011
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Microsoft Word, PowerPoint, Stata, Economics, French, Research, Statistics, Customer Service, Editing, SQL, Public Speaking, Data Entry, Tableau
Education
Wellesley College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Massachusetts Institute of Technology 2013 — 2013
Cross Registered Student, Management
Kennebunk High School 2005 — 2009
Charter Oak Capital Management 1994 - Present
Akerberg & Reimers, CPA's 1980 - 2003
Education
University of Colorado at Boulder
Bachelor of Science (BS), Cum Laude - Business
Charter Oak Capital Management March 2002 - Present
Morgan Stanley 2000 - 2002
Maine State Planning Office 1999 - 1999
Skills
Financial Planning, Research, Economics, Investments, Chartered Retirement..., Coaching, Financial Advisory, Strategic Financial..., Finance, Series 7, Strategic Planning, Portfolio Management, Investment Advisory, Fixed Income, Equities, Asset Management, Strategy, Wealth Management, Management, Mutual Funds
Education
University of Southern Maine 1997 — 1999
Edmund S. Muskie School of Public Service, Master of Public Administration (MPA), Economic Analysis
University of New England 1991 — 1995
Bachelor of Arts (B.A.), Liberal Arts
The Nature Conservancy of Maine 2010 - Present
Hurricane Island Foundation September 2008 - Present
Willauer Prosky Willauer Asset Management April 2012 - December 2014
Thompson Island Outward Bound June 2006 - May 2013
Ram Trust Services May 2011 - June 2012
Charter Oak Capital Management April 2009 - May 2011
UBS Wealth Management February 2006 - April 2009
Thompson Island Outward Bound 1996 - 2006
Skills
Alternative Investments, Portfolio Management, Non-profits, Fundraising, Public Speaking, Program Development, Leadership Development, Strategic Planning, Event Planning, Research, Team Building, Strategic Financial..., Organizational..., Corporate Governance, Series 7, Series 63, Nonprofits, High Net Worth..., Leadership, Staff Development, Grant Writing, Entrepreneurship, Estate Planning, Workshop Facilitation, Asset Allocation, Mutual Funds, Management, Investments, Community Outreach, Coaching, Investment Strategies, Hedge Funds, Asset Management, Wealth Management, Event Management, Risk Management, Budgets, Social Media, Volunteer Management, Strategy, Start-ups, Finance, Investment Advisory, Philanthropy, Stewardship, Mergers & Acquisitions, Governance, Small Business
Education
New York University 1995 — 1999
Bachelor of Arts, Expeditionary Learning
Studio Arts Centers International 1994 — 1995
Sculpture
Waynflete School 1989 — 1994
MassMutual November 2007 - Present
Babson Capital Management August 2001 - December 2007
American Skandia Life Assurance Company 2001 - 2001
Charter Oak Capital Management April 1996 - December 2000
Aetna Life & Casualty June 1986 - April 1996
Education
University of Rochester 1982 — 1986
BA, Economics, Spanish
William H Hall High School 1979 — 1982
Charter Oak Capital Management May 2008 - Present
Camden National Corporation January 2006 - April 2008
Fidelity Investments January 1996 - July 2005
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA, Business
Wittenberg University 1983 — 1987
BA, Business
Charter Oak Capital Management May 2007 - Present
Skills
Financial Planning, Retirement Planning, Wealth Management, Investments, Investment Advisory
Education
University of Maine School of Law 1979 — 1982
JD
University of New Hampshire -- Peter T. Paul College of Business and Economics 1973 — 1977
BA, Economics
Conning Asset Management January 2001 - Present
Charter Oak Capital Management April 1996 - January 2001
Aeltus Investment Management March 1992 - April 1996
The Phoenix Companies 1985 - 1992
The Travelers Insurance Company July 1974 - July 1985
Skills
Asset Allocation, ALM, Investment Strategies, Fixed Income, Alternative Investments, Asset Managment, Bloomberg, Portfolio Management, Investment Management, Bonds, Capital Markets, Derivatives, Hedging, Investments, Equities, Securities, Hedge Funds, Pension Funds, Asset Management, Investment Advisory, Trading, Structured Products, Private Equity, MBS, Mutual Funds, Emerging Markets, Valuation
Education
Columbia University in the City of New York 1972 — 1974
MA, Mathematical Statistics
Fordham University 1968 — 1972
BA, Mathematics
Cigna 2001 - Present
Cigna 2001 - Present
Charter Oak Capital Management 1994 - 2001
Skills
Financial Analysis, Investments, Financial Reporting, Process Improvement, Finance, Analysis, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Sarbanes-Oxley Act, General Ledger, Financial Accounting, Portfolio Management
Education
Rensselaer Polytechnic Institute at Hartford
Master of Business Administration, Management
University of Maryland College Park
Bachelor of Science, Finance
Charter Oak Capital Management March 2011 - Present
Capital L September 2009 - March 2011
Wells Fargo Advisors September 2005 - September 2009
Education
Villanova University 1980 — 1984
Bachelor of Science (BS), Business Administration
Seton Hall University
Master of Business Administration (MBA)