Charter Oak Financial
Sean O'Hara is a Financial Services Professional at Charter Oak Insurance and Financial Services since May 2016. In this role, Sean provides comprehensive analyses of clients' financial situations, helping them to identify goals, address concerns, and discover solutions to any gaps. Prior to this position, Sean worked as a Fund Accountant at SS&C Technologies from January 2014 to April 2016 and as a Team Member at BJ's Wholesale Club from November 2010 to December 2013. Sean holds a Bachelor of Science degree in Business with a focus on Finance from the University of Connecticut, completed between 2011 and 2013.
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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.