Experience

Charter Oak Financial

• United States
• Financial Services
• 100 - 200 Employee

• Chief Experience Officer

  • Feb 2022 - Present

• Director of Training and Development

  • Apr 2015 - Mar 2022

  We are one of the largest general agencies of MassMutual, which opened its doors in 1851. Today, the organization has been ranked as one of the most admired companies in the life and health industry by Fortune Magazine. Our relationship with MassMutual makes us proud to be part of a long history of exceptional strength, growth, quality and integrity. MassMutual is a mutually owned company, operating for the benefit of its members and participating policyholders. Throughout the most prosperous and turbulent of financial times, its mutual ownership structure has been the foundation of its business strategy. MassMutual is managed with the long-term interests of its policyholders and customers in mind, helping to ensure it makes the right decisions today so that it is here to meet the needs of its policyholders in the future. Show less



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Training & Development-Northwestern Mutual

  • Mar 2011 - Apr 2015

  The Training and Development of Northwestern Mutual Representatives are held to the highest standards in the industry. We give all of our recruits the proper tools, education, and experience to ensure their success. Duties Included but not limited to: Developing, distributing, and ensuring completion of the Pre-Training Action Plan with new representativesCommunicating with Leadership Team regarding individual representative development issues on a weekly basisManaging the completion of all logistics involved in each program, working with the Recruiters, Mentors, Technology Coach and other team members to effectively execute on all pieces of the Development SystemCoaching new representatives through early stages in the business to ensure success Show less

• Executive Assistant to the Managing Partner

  • Nov 2007 - Mar 2011

  The responsibility of the Executive Assistant is to oversee the network operations to achieve the highest levels of productivity and profitability as it relates to the Managing Partner. As part of the Network Office management team, the Executive Assistant anticipates the needs of the office, plans for its development, helps implement necessary changes, and takes independent action within areas of authority as it relates to the managing partner. The Executive Assistant subscribes to the philosophy, principles and practices of the Northwestern Mutual and Network Office. Show less

• Executive Assistant / Marketing

  • Jan 2003 - Nov 2007

  Acted as a liaison between employees and benefits companies assisting in the coordination and administration of benefits programs for both corporations and employees including health insurance, dental insurance, flexible benefits, group life and disability plans. Provided benefit orientations, enrollments, claims processing and self billings of insurance. Process and maintain all status reports and pay changes. Delivered presentations during orientation sessions, explaining to new workers what benefits the company offers and when their benefits become effective. Show less