Jack Yvon Email & Phone Number
Sr. Managing Director @ Charter Oak Financial
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Jack Yvon Location
- Springfield, MA, US
Jack Yvon Work
- 2019 -now Sr. Managing Director @
- 2017 -2019 Head of Field Management - Mid Atlantic Region @
- 2014 -2019 Regional Vice President @
- 2011 -2013 Director- Field Leadership Talent @
- 2007 -2011 Relationship Manager @
- 2005 -2007 Financial Advisor @
- 2004 -2005 Financial Representative @
- 2001 -2004 Auditor and Accountant @
Jack Yvon Education
- Western New England University
Master of Business Administration - MBA
2001-2004 - University of Massachusetts at Amherst - Isenberg School of Management
Bachelor's degree (Accounting)
1997-2001 - The American College of Financial Services
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. 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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