Lisa G

Director Of Client Experience at 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.

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Timeline

  • Director Of Client Experience

    April, 2021 - present