Charter Oak Financial
Anna Soro has a diverse professional background with experience spanning over three decades. Currently, Anna serves as a Site Coordinator at Charter Oak Financial since October 2022. Previously, Anna held roles as a Teaching Assistant at New Canaan Public Schools from August 2017 to January 2023, and as a Neurofeedback Assistant at BrainCore Therapy of Norwalk, CT from December 2012 to January 2023. Additionally, Anna worked as an Office Assistant at Specific Chiropractic Health Center during the same timeframe. Earlier in Anna's career, significant positions included Compliance Officer and Research Assistant at McMahan Securities Co. L.P. from January 1989 to March 2009, and Purchasing Coordinator at Clairol Inc. from January 1988 to January 1989.
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Charter Oak Financial
Being both a throwback and an innovator wasn’t part of some big strategic plan. It’s something that’s always been part of us. The whole story began in 1886, when we occupied a single-room office in downtown Springfield and were known as “The Hartford-Springfield Agency.” Today, under the guidance of a multi-generational leadership team, we span five offices throughout Connecticut, Massachusetts and New York, with nearly 200 agents serving the individuals, families, businesses and large institutions we’re privileged to call clients. We believe our growth was made possible by realizing that connecting to our past—to the days when business was done on a handshake and people looked out for one another—is just as important as breaking the mold. It lets us serve our communities resourcefully and authentically, rooted in trust with an eye on what’s next.