Charter Oak Financial
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.
7-day free trial · no credit card
Verified contacts
128
available on Kipplo
LinkedIn employees
169
201 to 500 range
Open roles
—
no listings
Distinct roles
63
indexed titles
Tech stack
2
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
128 contacts with verified email or phone · masked until revealed.
- KE
Kate Ellis
Director of New Business · Sales & Business Development
EmailPhone - ML
Michael Lapage
Managing Director · General Business & Management
EmailPhone - MS
Michael Sparks
Director of Training and Development · Human Resources
EmailPhone - BC
Brett Courtmanche
Supervisory Officer · Operations
EmailPhone - JC
John Centopani
Client Relationship Manager · Customer/Client Service
EmailPhone - MC
Mark Chaban
Agency Supervisory Officer · General Business & Management
EmailPhone - ML
Megan Langton
New Business Specialist · Sales & Business Development
EmailPhone - ML
Michael Lisuzzo
Agency Supervisory Officer · General Business & Management
EmailPhone - AB
Amy Boissonnault
New Business Coordinator · General Business & Management
EmailPhone
Showing 9 of 128 verified contacts
Top roles at Charter Oak Financial
63 distinct titles indexed · top 10 shown.
- 21financial advisor
- 19financial services professional
- 7financial planner
- 4managing partner
- 4new business coordinator
- 3agency supervisory officer
- 3managing director
- 2brokerage director
- 2chief financial officer
- 2director of financial planning
- +53more titles
Sign up to unlock all 128 contacts at Charter Oak Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 128 verified contacts at Charter Oak Financial
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