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Jack Yvon Clu
Jack Yvon Clu
Sr. Managing Director | Charter Oak Financial
Springfield, Massachusetts, United States
Jack Yvon Clu
Summary
Jack Yvon Clu is a dedicated financial services professional with a rich background in developing and managing teams of financial advisors. With over two decades of experience, he has transitioned from auditing at Deloitte to leading significant initiatives at Charter Oak Financial and MassMutual. Jack’s passion lies in helping others discover and pursue their professional passions, a belief rooted in his own journey of finding joy in work. His expertise spans various financial products and services, including estate planning, retirement planning, and wealth management. Outside of work, Jack enjoys spending quality time with his family and engaging in outdoor activities like golfing and skiing. He holds an MBA and a Chartered Life Underwriter designation, underscoring his commitment to continuous learning and excellence in his field.
Jack Yvon Clu
Work Experience
Sr. Managing Director at
Charter Oak Financial
August 2019 - Present
Regional Vice President at
Massmutual Financial
January 2014 - July 2019
Head of Field Management - Mid Atlantic Region at
MassMutual
January 2017 - July 2019
Director- Field Leadership Talent at
Massmutual Financial
September 2011 - December 2013
Relationship Manager at
Massmutual Financial
April 2007 - September 2011
Financial Advisor at
Charter Oak Financial
October 2005 - April 2007
Financial Representative at
Northwestern Mutual
February 2004 - October 2005
Auditor/Accountant at
Williams Family Enterprises LLC
September 2001 - February 2004
Jack Yvon Clu
Education
Western New England University, Master Of Business Administration - Mba
January 2001 - January 2004
University of Massachusetts at Amherst - Isenberg School of Management, Bachelor's Degree
January 1997 - January 2001
The American College of Financial Services, Chartered Life Underwriter (Clu®)
Frequently Asked Questions about Jack Yvon Clu
What is Jack Yvon Clu email address?
Jack Yvon Clu's primary email address is ****@financialguide.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jack Yvon Clu work for?
Jack Yvon Clu is a Sr. Managing Director at Charter Oak Financial, a company specializing in Monetary Authorities-Central Bank.
Where Jack Yvon Clu graduated from?
Jack Yvon Clu holds a degree in from Western New England University.
How can I directly contact Jack Yvon Clu?
To contact Jack Yvon Clu directly, you can use the email address ****@financialguide.com. Complete contact information is available upon registration with Muraena.
Who is Jack Yvon Clu?
Jack Yvon Clu is a dedicated financial services professional with a rich background in developing and managing teams of financial advisors. With over two decades of experience, he has transitioned from auditing at Deloitte to leading significant initiatives at Charter Oak Financial and MassMutual. Jack’s passion lies in helping others discover and pursue their professional passions, a belief rooted in his own journey of finding joy in work. His expertise spans various financial products and services, including estate planning, retirement planning, and wealth management. Outside of work, Jack enjoys spending quality time with his family and engaging in outdoor activities like golfing and skiing. He holds an MBA and a Chartered Life Underwriter designation, underscoring his commitment to continuous learning and excellence in his field.
Jack`s contact details
****@financialguide.com
*****@charteroakfinancial.com
*****@massmutual.com
Colleagues
Chief Operating Officer
Chief Financial Officer
Managing Director
Managing Director
Agency Managing Director
Managing Partner
Managing Partner
Senior Managing Director
Chief Brand Officer
Managing Director