Jason N.
Financial Services Professional at Charter Oak Insurance and Financial Services- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Latham, New York, United States, US
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Experience
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Charter Oak Financial
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United States
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Financial Services
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100 - 200 Employee
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Financial Services Professional
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Mar 2018 - Present
I offer total financial needs analysis through a network of experienced professionals with expertise in: -Retirement analysis and programs -Estate strategies -Employee benefit and retention services -Business continuation strategies -Trust services. I am licensed to sell insurance in: MA, NY, & VT I offer total financial needs analysis through a network of experienced professionals with expertise in: -Retirement analysis and programs -Estate strategies -Employee benefit and retention services -Business continuation strategies -Trust services. I am licensed to sell insurance in: MA, NY, & VT
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Life and Health Insurance Agent
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Jan 2016 - Apr 2018
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Education
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1997 - 2001
Southern Vermont College
Bachelor’s Degree, Criminal Justice/Police Science
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