Charter Oak Financial
Dilenia Ortega is an experienced Operations Manager at Charter Oak Financial, responsible for driving business growth and delivering value to clients since January 2019. Previously, Dilenia served in Talent Acquisition at New York Life Insurance Company from 2008 to 2019, conducting numerous interviews to secure key talent and facilitating communication between sales and underwriting. Dilenia also worked as a Case Analyst Specialist at Weitz & Luxenberg from 2006 to 2008, where responsibilities included data entry for legal cases and conducting research to assess case viability. Dilenia holds a Bachelor of Business Administration in Accounting from the Global Business Institute and has pursued further education at John Jay College.
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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.