Steven Carpio, Managing Director at Charter Oak Financial

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

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Bio

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Credentials

  • Life & Health License
    National Insurance Producer Registry
  • Series 6
    FINRA
  • Series 63
    FINRA

Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Managing Director
      • Oct 2021 - Present

      Hire, Train and Develop Sales Professionals within the Financial Services industry Hire, Train and Develop Sales Professionals within the Financial Services industry

    • United States
    • Financial Services
    • 700 & Above Employee
    • Partner
      • Aug 2016 - Sep 2021

      My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring, and retaining outstanding individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills. By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong field force, New York Life Insurance Company will maintain and enhance its reputation as the “The Company You Keep®.” Show less

    • Licensed Agent
      • Aug 2014 - Aug 2016

      Agent licensed to sell insurance through New York Life Insurance Company.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Services Professional
      • Aug 2015 - Aug 2016

      Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

    • United States
    • Telecommunications
    • 700 & Above Employee
    • Store Manager
      • Sep 2008 - Aug 2014

      Managed a team of associatesBuilt a successful teamExceeded company goalsSet up company presentationsCordinated business meetings Set up business plansOpened brand new locationsTrained assistant managers, sales leads and MOD'SInterviewed potential associatesUsed marketing and advertising skills to promote my business

    • Assistant Manager
      • Jan 2007 - Sep 2008

Education

  • Molloy College
    Bachelor's degree, Business, Management, Marketing, and Related Support Services
    2004 - 2008

Community

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