Charter Oak Financial Employee Directory

Financial ServicesUnited States201-500 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.

Find Charter Oak Financial employees' phone numbers or email addresses

Charter Oak Financial Global Highlights

North America
240

United States Of America
240

Africa
2

South Africa
2

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Charter Oak Financial's Leadership

D. R.
Chief Information Officer
Mobile Phone
Email
J. P. L.
Chief Marketing 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
J. B.
Head Of Sales
Mobile Phone
Email
B. S.
Managing Partner
Mobile Phone
Email

Contact profiles from Charter Oak Financial

Name

Title

Contact Info

Location

Last Update

P. L.
Office Manager
Mobile Phone
Email
UNITED STATES
Oct 21, 2024
S. G.
Asset Manager
Mobile Phone
Email
Oct 16, 2024
T. P.
Practice Manager
Mobile Phone
Email
UNITED STATES
Apr 25, 2025
T. L.
Financial Planner
Mobile Phone
Email
United StatesMassachusetts
Nov 12, 2025
P. P.
Financial Representative
Mobile Phone
Email
May 08, 2025
A. J. C.
Managing Associate At Charter Oak Financial
Mobile Phone
Email
United StatesMassachusetts
Oct 23, 2025
B. M. S.
Financial Services Professional
Mobile Phone
Email
Nov 10, 2025
B. M.
Financial Planner
Mobile Phone
Email
United StatesMassachusetts
Jul 17, 2025
C. D.
Wealth Management Advisor
Mobile Phone
Email
United StatesConnecticut
Oct 22, 2025
D. Z.
Financial Professional
Mobile Phone
Email
United StatesConnecticut
Oct 23, 2025

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, MA 01040, US. 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 201 employees as of October 2025. These team members are located across 3 continents, including North AmericaAfricaEurope.

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

As of October 2025, Charter Oak Financial's key employees include:

Chief Information Officer: D. R.
Chief Marketing Officer: J. P. L.
Chief Financial Officer: E. W.
Chief Operating Officer: N. C.
Chief Financial Officer: F. S.

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