Jesse Calabretta
Financial Services Professional at Charter Oak Financial- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
New York City Metropolitan Area
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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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Jan 2019 - Present
I provide 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: CT, MA, and NY I provide 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: CT, MA, and NY
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Maffe Financial Group
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United States
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Financial Services
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1 - 100 Employee
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Financial Services Professional
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Jan 2018 - Dec 2018
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Education
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2013 - 2015
Southern New Hampshire University
Bachelor of Science - BS, Computer/Information Technology Administration and Management
Community
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