Michael LaPage

Managing Director at Charter Oak Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Latham, New York, United States, US
Skills

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Bio

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Credentials

  • Series 63
    FINRA
    Sep, 2014
    - Nov, 2024
  • Series 6
    FINRA
    Mar, 2014
    - Nov, 2024
  • Executive Council
    New York Life Insurance Company
    Jan, 2014
    - Nov, 2024
  • Executive Council
    New York Life Insurance Company
    Jan, 2013
    - Nov, 2024

Experience

  • Charter Oak Financial
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Managing Director
      • Jun 2017 - Present

      Michael is responsible for recruiting, training, and mentoring teams of advisors in Charter Oak’s Saratoga Springs and Latham offices. Michael is responsible for recruiting, training, and mentoring teams of advisors in Charter Oak’s Saratoga Springs and Latham offices.

  • MassMutual New York State
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President
      • May 2016 - Jun 2017

      Michael focused on recruiting individuals to a career as a financial services representative where they could take the skills, drive and desire to help individuals and businesses solve their most important financial challenges. His main goal was to help others discover a career that can’t be off-shored or outsourced. At MassMutual New York State you’d be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. Show less

  • New York Life Insurance Company
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Services Professional
      • Feb 2013 - May 2016

      Dedicated Financial Services Professional helping medical professionals,high net worth individuals and affluent business owners achieve financial independence and develop a sound financial strategy. Dedicated Financial Services Professional helping medical professionals,high net worth individuals and affluent business owners achieve financial independence and develop a sound financial strategy.

  • 5 Star Landscaping
    • Saratoga Springs, NY
    • Owner
      • 2007 - 2013

Education

  • Saratoga Springs High School
    1996 - 1999

Community

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