Jack Yvon
Sr Managing Director @Charter Oak Financial
Springfield, MA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2019 — Present
Sr Managing Director @Charter Oak Financial
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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
1997 — 2001
Isenberg School of Management, UMass Amherst
Bachelor's degree, Accounting
2001 — 2004
Western New England University
Master of Business Administration - MBA
N/A
The American College of Financial Services
Chartered Life Underwriter (CLU®)
SKILLS
Life InsuranceFixed AnnuitiesLong Term Care InsuranceSeries 24SecuritiesDisability Insurance401kMutual FundsEstate PlanningSeries 7
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