Jack Yvon Email & Phone Number
Sr. Managing Director @ Charter Oak Financial
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Jack Yvon Location
- Springfield, MA, US
Jack Yvon Work
- Sr. Managing Director @ (August 2019 - Present)
- Head of Field Management - Mid Atlantic Region @ (January 2017 - July 2019)
- Regional Vice President @ (January 2014 - July 2019)
- Director- Field Leadership Talent @ (September 2011 - December 2013)
- Relationship Manager @ (April 2007 - September 2011)
- Financial Advisor @ (October 2005 - April 2007)
- Financial Representative @ (February 2004 - October 2005)
- Auditor and Accountant @ (September 2001 - February 2004)
Jack Yvon Education
- Western New England University
Master of Business Administration - MBA
2001-2004 - Isenberg School of Management, UMass Amherst
Bachelor's degree (Accounting)
1997-2001 - The American College of Financial Services
Chartered Life Underwriter (CLU®)
Jack Yvon Skills
- Fixed Annuities
- Estate Planning
- Mutual Funds
- 401k
- Securities
- Long Term Care Insurance
- Life Insurance
- Series 7
- Disability Insurance
- Series 24
- Finance
- Financial Planning
- Financial Services
- Insurance
- IRAs
- Investments
- Leadership
- Retirement
- Retirement Planning
- Series 6
- Series 63
- Strategic Financial Planning
- Wealth Management
- Leadership Development
- Strategic Planning
- Project Management
Jack Yvon Summary
- Jack Yvon, based in Springfield, MA, US, is currently a Sr. Managing Director at Charter Oak Financial. Jack Yvon brings experience from previous roles at MassMutual and MassMutual Financial Group. Jack Yvon holds a 2001 - 2004 Master of Business Administration - MBA @ Western New England University. With a robust skill set that includes Fixed Annuities, Estate Planning, Mutual Funds, 401k, Securities and more. Jack Yvon has 2 emails and 1 mobile phone numbers on RocketReach.
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