Experience

Charter Oak Financial

• United States
• Financial Services
• 100 - 200 Employee

• Managing Partner

  • Jan 2020 - Present

  Brad focuses his role largely on the recruitment and professional development of new and experienced associates. In addition to these duties, he is responsible for Charter Oak’s sales management team and development of its professional training program. Brad focuses his role largely on the recruitment and professional development of new and experienced associates. In addition to these duties, he is responsible for Charter Oak’s sales management team and development of its professional training program.



MassMutual

• United States
• Financial Services
• 700 & Above Employee

• Managing Partner

  • Jan 2012 - Jan 2020

  Brad led the strategy for the overall growth and development of MassMutual Greater Long Island. He was also responsible for the growth and oversight of the firms' strategic partnerships for the insurance and investment businesses. Brad serves as a committee chair within MassMutual's General Agents Association. Prior to joining MassMutual in 2008, he held roles within sales and management at New York Life. Brad led the strategy for the overall growth and development of MassMutual Greater Long Island. He was also responsible for the growth and oversight of the firms' strategic partnerships for the insurance and investment businesses. Brad serves as a committee chair within MassMutual's General Agents Association. Prior to joining MassMutual in 2008, he held roles within sales and management at New York Life.



Charter Oak Financial

• United States
• Financial Services
• 100 - 200 Employee

• Managing Director

  • Oct 2008 - Dec 2011



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Partner

  • Mar 2005 - Oct 2008

• Financial Services Professional

  • Jan 2002 - Mar 2005