Lisa G

Director of Client Experience at Charter Oak Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Ludlow, US

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Experience

  • Charter Oak Financial
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Director of Client Experience
      • Apr 2021 - Present

      Holyoke, Massachusetts, United States

  • MassMutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Practice Management Consultant
      • 2020 - Sep 2020

  • MassMutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Relationship Manager
      • 2010 - 2019

    • Priority Business Manager
      • 2007 - 2010

    • Internal Wholesaler
      • 2004 - 2007

    • Brokerage Account Manager
      • 2001 - 2004

    • Conversion Analyst
      • 1999 - 2001

    • Tax Analyst
      • 1996 - 1999

Education

  • Becker College
    Associate of Science - AS
    1981 - 1983

Community

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