Charter Oak Financial
Lisa G has a diverse work experience. Lisa is currently the Director of Client Experience at Charter Oak Financial, a position they have held since April 2021. Prior to this role, they worked at MassMutual as a Practice Management Consultant from an unknown start date until September 2020. Lisa's longest tenure was at MassMutual, where they worked in various roles from 1996 to 2019. These positions include Relationship Manager, Priority Business Manager, Internal Wholesaler, Brokerage Account Manager, Conversion Analyst, and Tax Analyst.
Lisa G attended Becker College from 1981 to 1983 and obtained an Associate of Science degree with an unspecified field of study.
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.