Randy Altavilla, CLU,ChFC,MSM,MSFS,RICP

Account Service Executive at Charter Oak Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Saratoga Springs, New York, United States, US
Skills

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Bio

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Credentials

  • AEP
    -
  • CLU
    -
  • ChFC
    -
  • MSFS
    -
  • MSM
    -
  • RICP
    -

Experience

  • Charter Oak Financial
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Account Service Executive
      • Feb 2023 - Present

  • Center for Wealth Preservation, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jul 2016 - Feb 2023

  • MassMutual Long Island Metro
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jul 2016 - Jan 2022

      Lead firm Advisor Teaming initiative and support our top advisors. Lead firm Advisor Teaming initiative and support our top advisors.

  • MetLife
    • United States
    • Insurance
    • 700 & Above Employee
    • Managing Sales Director I
      • Jan 2000 - Jul 2016

      Lead the firm’s Advisor Teaming initiative and currently work with nine advisor teams.

    • Managing Director
      • 2000 - 2007

      Created a startup Firm in New York City and Melville, LI consisting of 20 experienced Advisors.

  • Penn Mutual
    • United States
    • Insurance
    • 700 & Above Employee
    • Assistant General Agent
      • Oct 1980 - Dec 2000

      Co-Leader of the largest Penn Mutual office in the country. Co-Leader of the largest Penn Mutual office in the country.

Education

  • The American College
    CLU, ChFC, MSM, MSFS, RICP, Insurance and Financial Planning
    1983 - 1997
  • Queens College
    BA, Economics, Political Science
    1971 - 1975
  • Mater Christi
    1967 - 1971

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