Charter Oak Insurance and Financial Services

Description

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. Unable to add this file. Please check that it is a valid photo. "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

Employee
Years
Job
Industry
Christopher Traester Christopher Traester Watertown, Massachusetts Details
Christopher Traester's Charter Oak Insurance and Financial Services Experience 2011 - February 2013
Job Employee Benefits Wholesaler
Industry Financial Services
Experience
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

Christopher Cleland, CFP® Christopher Cleland, CFP® Farmington, Connecticut Details
Christopher Cleland, CFP®'s Charter Oak Insurance and Financial Services Experience May 2012 - October 2014
Job CFP® at American Senior Benefits
Industry Financial Services
Experience
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

Arnie Askwith Arnie Askwith Wilbraham, Massachusetts Details
Arnie Askwith's Charter Oak Insurance and Financial Services Experience April 2006 - Present
Job Executive Transportation Charter Oak Financial Services
Industry
Experience
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

Joseph Lombardi Joseph Lombardi Greater New York City Area Details
Joseph Lombardi's Charter Oak Insurance and Financial Services Experience June 2012 - October 2014
Job Senior Vice President at Aegis Wealth Partners
Industry Financial Services
Experience
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

Kasia Novak Kasia Novak Springfield, Massachusetts Area Details
Kasia Novak's Charter Oak Insurance and Financial Services Experience January 2003 - September 2010
Job Marriage and Family Therapist
Industry Mental Health Care
Experience
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

Dennis Rivera Dennis Rivera Milford, Connecticut Details
Dennis Rivera's Charter Oak Insurance and Financial Services Experience March 2014 - Present
Job Financial Services Professional at Charter Oak "Financial Longevity Specialist increasing financial stability"
Industry Financial Services
Experience
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

James Jacobsen James Jacobsen Greater Boston Area Details
James Jacobsen's Charter Oak Insurance and Financial Services Experience June 2012 - August 2012
Job Sales Representative at Lincoln Financial Group
Industry Marketing and Advertising
Experience
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

Michael Nosal Michael Nosal Hartford, Connecticut Area Details
Michael Nosal's Charter Oak Insurance and Financial Services Experience March 2012 - Present
Job Financial Services Professional at Charter Oak/MassMutual
Industry Financial Services
Experience
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

Gregory Perullo Gregory Perullo Boston, Massachusetts Details
Gregory Perullo's Charter Oak Insurance and Financial Services Experience November 2007 - June 2010
Job Operations
Industry Financial Services
Experience
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

Jack Yvon, MBA, CLU® Jack Yvon, MBA, CLU® Springfield, Massachusetts Details
Jack Yvon, MBA, CLU®'s Charter Oak Insurance and Financial Services Experience October 2005 - April 2007
Job Regional Vice President at MassMutual Financial Group
Industry Financial Services
Experience
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

Sam Mullins Sam Mullins Granville, Massachusetts Details
Sam Mullins's Charter Oak Insurance and Financial Services Experience May 2014 - December 2014
Job Sales Associate at Gerry's Music Shop
Industry Financial Services
Experience
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

Brittany Boucher Brittany Boucher Somers, Connecticut Details
Brittany Boucher's Charter Oak Insurance and Financial Services Experience January 2014 - April 2014
Job Hartford Courant Media Group Account Executive
Industry Marketing and Advertising
Experience
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

Joseph A. Giannini, Jr. Joseph A. Giannini, Jr. Greater New York City Area Details
Joseph A. Giannini, Jr.'s Charter Oak Insurance and Financial Services Experience 2004 - Present
Job Brokerage Director at MassMutual Financial Group
Industry Insurance
Experience
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

Geoffrey Croteau Geoffrey Croteau Springfield, Massachusetts Area Details
Geoffrey Croteau's Charter Oak Insurance and Financial Services Experience August 2011 - February 2014
Job Financial Advisor at MassMutual Charter Oak Insurance and Financial Services
Industry Financial Services
Experience
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

Kathryn Foley Kathryn Foley Springfield, Massachusetts Area Details
Kathryn Foley's Charter Oak Insurance and Financial Services Experience June 2005 - January 2009
Job Editing, Writing & Digital Media Consultant
Industry Writing and Editing
Experience
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

Chad Cartier Chad Cartier Meriden, Connecticut Details
Chad Cartier's Charter Oak Insurance and Financial Services Experience December 2007 - August 2010
Job President/Founder Pillar Plan Financial Independent Financial Planning Firm
Industry Financial Services
Experience
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

Bill Balint Bill Balint Springfield, Massachusetts Area Details
Bill Balint's Charter Oak Insurance and Financial Services Experience September 2000 - Present
Job at
Industry Financial Services
Experience
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

Andrew Wilkin Andrew Wilkin Greater Boston Area Details
Andrew Wilkin's Charter Oak Insurance and Financial Services Experience July 2013 - December 2013
Job Investment Specialist at Merrill Edge
Industry Investment Management
Experience
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

Christopher C. Murray, CLTC Christopher C. Murray, CLTC Westport, Connecticut Details
Christopher C. Murray, CLTC's Charter Oak Insurance and Financial Services Experience August 2009 - January 2012
Job Financial Services Entrepreneur
Industry Financial Services
Experience
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

Jason Castaldi Jason Castaldi Greater New York City Area Details
Jason Castaldi's Charter Oak Insurance and Financial Services Experience June 2005 - Present
Job Managing Director at Charter Oak Insurance and Financial Services
Industry Financial Services
Experience
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

Robert Houle Robert Houle Springfield, Massachusetts Area Details
Robert Houle's Charter Oak Insurance and Financial Services Experience October 2013 - Present
Job Financial Services Professional at MassMutual Insurance & Financial Services
Industry Insurance
Experience
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

Alison Derham Alison Derham Greater New York City Area Details
Alison Derham's Charter Oak Insurance and Financial Services Experience April 2015 - Present
Job Charter Oak Insurance and Financial Services
Industry Financial Services
Experience
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

Eric Teixeira Eric Teixeira Avon, Connecticut Details
Eric Teixeira's Charter Oak Insurance and Financial Services Experience August 2009 - December 2010
Job Sales & Service at Valley Bolt & Screw
Industry Financial Services
Experience
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

Paul Mariano Paul Mariano Greater New York City Area Details
Paul Mariano's Charter Oak Insurance and Financial Services Experience November 1978 - Present
Job Wealth Advisor at Charter Oak Insurance and Financial Service Company
Industry Financial Services
Experience
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

Samantha Siciliano Samantha Siciliano Allston, Massachusetts Details
Samantha Siciliano's Charter Oak Insurance and Financial Services Experience December 2012 - December 2013
Job Teacher Assistant at First Steps Early Learning Center
Industry International Affairs
Experience
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

Kyle P. Kummer, CLTC Kyle P. Kummer, CLTC Farmington, Connecticut Details
Kyle P. Kummer, CLTC's Charter Oak Insurance and Financial Services Experience December 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Chris Traester Chris Traester Hamden, Connecticut Details
Chris Traester's Charter Oak Insurance and Financial Services Experience January 2011 - February 2013
Job Employee Benefits Wholesaler
Industry Financial Services
Experience
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

Scot Meara Scot Meara Springfield, Massachusetts Area Details
Scot Meara's Charter Oak Insurance and Financial Services Experience March 2008 - September 2011
Job Police Officer.
Industry Law Enforcement
Experience
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

Derek Pompea Derek Pompea Greater New York City Area Details
Derek Pompea's Charter Oak Insurance and Financial Services Experience May 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Marisa Tremaglio Marisa Tremaglio Waterbury, Connecticut Details
Marisa Tremaglio's Charter Oak Insurance and Financial Services Experience May 2011 - September 2013
Job Sports Media Professional
Industry Media Production
Experience
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

Ryan O'Keefe Ryan O'Keefe Greater New York City Area Details
Ryan O'Keefe's Charter Oak Insurance and Financial Services Experience February 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Chris Wolff Chris Wolff Greater New York City Area Details
Chris Wolff's Charter Oak Insurance and Financial Services Experience March 2015 - Present
Job Personal and Business Financial Services
Industry Financial Services
Experience
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

Janine Bouchard Janine Bouchard Greater Boston Area Details
Janine Bouchard's Charter Oak Insurance and Financial Services Experience August 2005 - July 2010
Job Partner at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group  July 2010 - Present
Charter Oak Insurance and Financial Services   August 2005 - July 2010

Education
Cornell University   1980 — 1984
BS, Animal Science

Arun Masih Arun Masih Hartford, Connecticut Area Details
Arun Masih's Charter Oak Insurance and Financial Services Experience February 2015 - Present
Job Financial Services Professional at Charter Oak Insurance and Financial Services
Industry Financial Services
Experience
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

Alexander T. Barry Alexander T. Barry Greater New York City Area Details
Alexander T. Barry's Charter Oak Insurance and Financial Services Experience July 2015 - Present
Job Financial Professional at Charter Oak Insurance and Financial Services
Industry Financial Services
Experience
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

Matthew Winn Matthew Winn Milford, Connecticut Details
Matthew Winn's Charter Oak Insurance and Financial Services Experience January 2009 - October 2009
Job Insurance Professional
Industry Insurance
Experience
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

Elliott Lant Elliott Lant Charlottesville, Virginia Details
Elliott Lant's Charter Oak Insurance and Financial Services Experience June 2012 - August 2012
Job Senior Analyst, Paid Search at Merkle | RKG
Industry Marketing and Advertising
Experience
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

Nick DiStefano, CPA, MBA Nick DiStefano, CPA, MBA Boston, Massachusetts Details
Nick DiStefano, CPA, MBA's Charter Oak Insurance and Financial Services Experience May 2011 - August 2011
Job Senior Tax Associate Family Wealth Services at McGladrey
Industry Accounting
Experience
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

Phillip Coletti Phillip Coletti Fairfield, Connecticut Details
Phillip Coletti's Charter Oak Insurance and Financial Services Experience June 2011 - September 2011
Job Business Analyst at McKinsey & Company
Industry Computer Software
Experience
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

Kevin Tarca Kevin Tarca Greater New York City Area Details
Kevin Tarca's Charter Oak Insurance and Financial Services Experience June 2010 - August 2010
Job Account Executive at The Gazelle Group
Industry Sports
Experience
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

Peter Novak Peter Novak Holyoke, Massachusetts Details
Peter Novak's Charter Oak Insurance and Financial Services Experience 1997 - Present
Job General Agent, Charter Oak Insurance and Financial Services Co.
Industry Financial Services
Experience
Charter Oak Insurance and Financial Services   1997 - Present

Education
American International College
BS, Psychology

Catholic University
MS, Psychology

Stu Grove Stu Grove Greater Boston Area Details
Stu Grove's Charter Oak Insurance and Financial Services Experience February 2003 - Present
Job Financial Advisor at Charter Oak Insurance and Financial Services Co.
Industry Financial Services
Experience
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

Paul Gugliotti LUTCF Paul Gugliotti LUTCF Hartford, Connecticut Area Details
Paul Gugliotti LUTCF's Charter Oak Insurance and Financial Services Experience February 2012 - Present
Job Financial Service Professional/Associate Supervisory Officer at Charter Oak Insurance and Financial Services
Industry Financial Services
Experience
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

Jay Forgione Jay Forgione Hartford, Connecticut Area Details
Jay Forgione's Charter Oak Insurance and Financial Services Experience 2012 - 2012
Job Owner / Midstate Insurance and Financial Services
Industry Financial Services
Experience
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

Dan German, MBA Dan German, MBA Milford, Connecticut Details
Dan German, MBA's Charter Oak Insurance and Financial Services Experience February 2011 - Present
Job Financial Services Professional at Charter Oak Insurance and Financial Services
Industry Financial Services
Experience
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

William Kras William Kras Greater New York City Area Details
William Kras's Charter Oak Insurance and Financial Services Experience November 2011 - January 2013
Job Senior Professional Sales Representative at Shire Pharmaceuticals
Industry Pharmaceuticals
Experience
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

John Lorenc John Lorenc Hartford, Connecticut Area Details
John Lorenc's Charter Oak Insurance and Financial Services Experience June 2013 - Present
Job Financial Professional at Charter Oak Insurance and Financial Services
Industry Insurance
Experience
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

Christopher Derham Christopher Derham Greater New York City Area Details
Christopher Derham's Charter Oak Insurance and Financial Services Experience April 2015 - Present
Job Managing Advisor at Charter Oak Insurance and Financial Services
Industry Financial Services
Experience
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

Jason Cutler Jason Cutler Springfield, Massachusetts Area Details
Jason Cutler's Charter Oak Insurance and Financial Services Experience September 2009 - Present
Job Financial Planner at Mass Mutual/Charter Oak Insurance and Financial Services
Industry Financial Services
Experience
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 VanDam Diana VanDam Greater New York City Area Details
Diana VanDam's Charter Oak Insurance and Financial Services Experience August 2013 - December 2014
Job Vice President at Benchmark Retirement Services, LLC
Industry Insurance
Experience
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

Daniel Raymond, CFP®, AIF® Daniel Raymond, CFP®, AIF® Orange County, California Area Details
Daniel Raymond, CFP®, AIF®'s Charter Oak Insurance and Financial Services Experience April 2004 - January 2007
Job Managing Partner Zuk Financial Group
Industry Financial Services
Experience
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

Christopher Cavaliere Christopher Cavaliere Hartford, Connecticut Area Details
Christopher Cavaliere's Charter Oak Insurance and Financial Services Experience October 2009 - June 2010
Job Insurance Professional
Industry Insurance
Experience
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

Spencer Paris-Beattie Spencer Paris-Beattie Greater New York City Area Details
Spencer Paris-Beattie's Charter Oak Insurance and Financial Services Experience March 2013 - April 2014
Job Recruiter at Aerotek Scientific
Industry Staffing and Recruiting
Experience
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

Nikolina Zelenovic Ferraro Nikolina Zelenovic Ferraro Springfield, Massachusetts Area Details
Nikolina Zelenovic Ferraro's Charter Oak Insurance and Financial Services Experience January 1999 - January 2000
Job Project Manager at MassMutual Financial Group
Industry Insurance
Experience
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

Chad Bedell Chad Bedell Milford, Connecticut Details
Chad Bedell's Charter Oak Insurance and Financial Services Experience September 2012 - May 2015
Job Financial Services Represenative
Industry Financial Services
Experience
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