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Charter Oak Financial Employee Directory

Financial ServicesMassachusetts, United States51-200 Employees

Charter Oak Financial has about 160 employees, nearly all of them in North America. Banking and Business make up over half of the profiles with a known department. Charter Oak Financial's workforce spans 8 departments.

Find Charter Oak Financial employees' phone numbers or email addresses

Charter Oak Financial Global Highlights

Location
Employees

North America
231

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  • United States Of America
    231

Asia
1

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  • India
    1

Charter Oak Financial's Leadership

  • Managing Director at Charter Oak Financial
    J. C.
    Managing Director
    Mobile Phone
  • Senior Vice President at Charter Oak Financial
    S. M.
    Senior Vice President
    Mobile Phone
  • Office Manager at Charter Oak Financial
    B. G.
    Office Manager
    Mobile Phone
  • Asset Manager at Charter Oak Financial
    S. G.
    Asset Manager
    Mobile Phone
  • Financial Representative at Charter Oak Financial
    P. P.
    Financial Representative
    Mobile Phone
  • Financial Services Professional at Charter Oak Financial
    B. M. S.
    Financial Services Professional
    Mobile Phone
  • Client Relationship Specialist at Charter Oak Financial
    B. F.
    Client Relationship Specialist
    Mobile Phone
  • Financial Professional at Charter Oak Financial
    E. C.
    Financial Professional
    Mobile Phone

Charter Oak Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Recruiting
  • Travel
  • Other
  • Consulting

Banking is the largest department at 85% of profiles with a known department, followed by Business (4%) and Community & Social Services (4%).

Contact profiles from Charter Oak Financial

Name
Title
Contact
Location
Last Update
  • Managing Director at Charter Oak Financial
    J. C.
    Managing Director
    Mobile Phone
    Jun 03, 2026
  • Senior Vice President at Charter Oak Financial
    S. M.
    Senior Vice President
    Mobile Phone
    Oct 23, 2024
  • Office Manager at Charter Oak Financial
    B. G.
    Office Manager
    Mobile Phone
    Jun 17, 2025
  • Asset Manager at Charter Oak Financial
    S. G.
    Asset Manager
    Mobile Phone
    Oct 16, 2024
  • Financial Representative at Charter Oak Financial
    P. P.
    Financial Representative
    Mobile Phone
    Jul 09, 2026
  • Financial Services Professional at Charter Oak Financial
    B. M. S.
    Financial Services Professional
    Mobile Phone
    Jun 24, 2026
  • Client Relationship Specialist at Charter Oak Financial
    B. F.
    Client Relationship Specialist
    Mobile Phone
    Jan 23, 2026
  • Financial Professional at Charter Oak Financial
    E. C.
    Financial Professional
    Mobile Phone
    Jun 08, 2026
  • Financial Advisor at Charter Oak Financial
    D. H.
    Financial Advisor
    Mobile Phone
    Jun 29, 2026
  • Financial Services Professional at Charter Oak Financial
    J. C.
    Financial Services Professional
    Mobile Phone
    Sep 11, 2026

Frequently Asked Questions

What are the largest departments at Charter Oak Financial?

Minus sign iconPlus sign iconBanking is the largest department at 85% of profiles with a known department, followed by Business (4%) and Community & Social Services (4%). Charter Oak Financial's workforce spans 8 departments.

How many employees does Charter Oak Financial have currently?

Minus sign iconPlus sign iconCharter Oak Financial has approximately 160 employees as of September 2026. These team members are located across 2 continents, including North America and Asia.

Who are Charter Oak Financial's key employees and leadership?

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As of September 2026, Charter Oak Financial's key employees include:

  • Managing Director: J. C.
  • Senior Vice President: S. M.
  • Office Manager: B. G.
  • Asset Manager: S. G.
  • Financial Representative: P. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Charter Oak Financial's most common email format?

Minus sign iconPlus sign iconCharter Oak Financial employees' email format typically follows the pattern of FLast@charteroakfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Charter Oak Financial email formats with LeadIQ.

What is Charter Oak Financial known for?

Minus sign iconPlus sign iconCharter Oak Financial was founded in 1886 and operates in the Financial Services industry. Explore Charter Oak Financial's company overview page for more information.

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