What departments does Charter Oak Financial have?

Charter Oak Financial has employees across 11 departments including Solutions Engineering, Finance, Operations, Sales, Branding.

What is the largest department at Charter Oak Financial?

The largest department at Charter Oak Financial is Finance with 6 employees.

Where are Charter Oak Financial employees located globally?

Charter Oak Financial has employees across 3 continents and 3 countries including India, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Charter Oak Financial's team size changed over time?

Charter Oak Financial's team has decreased from approximately 166 to 154 employees based on available data.

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Charter Oak Financial Employee Directory

Financial ServicesMassachusetts, United States51-200 Employees

Charter Oak Financial is the destination for elite, established, and emerging practices who are ready to scale—not ready to settle. We deliver an experience that’s both tactically excellent and refreshingly personal; supportive of your independence; and capable of elevating your practice beyond your—and your clients’—expectations.

Charter Oak Financial Global Highlights

North America
239

United States Of America
239

Asia
1

India
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Charter Oak Financial's Leadership

D. R.
Chief Information Officer
Mobile Phone
Email
E. W.
Chief Financial Officer
Mobile Phone
Email
N. C.
Chief Operating Officer
Mobile Phone
Email
F. S.
Chief Financial Officer
Mobile Phone
Email
A. D.
Chief Of Staff
Mobile Phone
Email
M. A. P.
President/Founder
Mobile Phone
Email
P. N.
President
Mobile Phone
Email
M. P.
President
Mobile Phone
Email

Charter Oak Financial Employee Metrics

100%

50%

2026

2025

Banking
Business
Community & Social Services
Recruiting
Travel
Other
Consultant

Contact profiles from Charter Oak Financial

Name

Title

Contact Info

Location

Last Update

B. S.
Managing Partner
Mobile Phone
Email
United StatesNew York
Jun 08, 2026
B. N.
Managing Partner
Mobile Phone
Email
United StatesConnecticut
Apr 15, 2026
D. R.
Chief Information Officer
Mobile Phone
Email
United StatesNew York
Jun 25, 2026
T. O.
Cfp®, Partner, Financial Guide Solutions Team At Charter Oak Financial
Mobile Phone
Email
United StatesNew York
Jun 29, 2026
M. A. P.
President/Founder
Mobile Phone
Email
United StatesConnecticut
Apr 14, 2026
T. P. D.
Producer/Partner
Mobile Phone
Email
United StatesConnecticut
Jun 27, 2026
E. W.
Chief Financial Officer
Mobile Phone
Email
United StatesMassachusetts
Jun 28, 2026
N. C.
Chief Operating Officer
Mobile Phone
Email
United StatesNew York
Jun 28, 2026
F. S.
Chief Financial Officer
Mobile Phone
Email
United StatesMassachusetts
Apr 16, 2026
D. U.
Chairman Of The Board
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Charter Oak Financial known for?

Charter Oak Financial was founded in 1886 operates in the Financial Services industry. The company's main headquarters is located in 330 Whitney Avenue Suite 600 Holyoke, Massachusetts United States. Explore Charter Oak Financial's company overview page for more information.

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

Charter Oak Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Charter Oak Financial email formats with LeadIQ.

How many employees does Charter Oak Financial have currently?

Charter Oak Financial has approximately 164 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

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

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

Chief Information Officer: D. R.
Chief Financial Officer: E. W.
Chief Operating Officer: N. C.
Chief Financial Officer: F. S.
Chief Of Staff: A. D.

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Charter Oak Financial Employee Directory

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