Jack Yvon
- Role
- Sr Managing Director at Charter Oak Financial
- Location
- Springfield, MA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Sr Managing Director
Aug 2019 — Present
My responsibilities with Charter Oak include the development of existing Financial Advisors in our Western MA office as well as attract new talent to the team, while elevating and expanding Charter Oak\'s regional footprint.
Education
Isenberg School of Management, UMass Amherst
Bachelor's degree, Accounting
1997 — 2001
Western New England University
Master of Business Administration - MBA
2001 — 2004
The American College of Financial Services
Chartered Life Underwriter (CLU®)
Skills
- Life Insurance
- Fixed Annuities
- Long Term Care Insurance
- Series 24
- Securities
- Disability Insurance
- 401k
- Mutual Funds
- Estate Planning
- Series 7
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