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Jack Yvon Clu

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Jack Yvon Clu

Sr. Managing Director | Charter Oak Financial

Springfield, Massachusetts, United States

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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.

General

Generalist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Startup Experience

Jack Yvon Clu

Work Experience

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Sr. Managing Director at

Charter Oak Financial

August 2019 - Present

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Regional Vice President at

Massmutual Financial

January 2014 - July 2019

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Head of Field Management - Mid Atlantic Region at

MassMutual

January 2017 - July 2019

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Director- Field Leadership Talent at

Massmutual Financial

September 2011 - December 2013

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Relationship Manager at

Massmutual Financial

April 2007 - September 2011

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Financial Advisor at

Charter Oak Financial

October 2005 - April 2007

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Financial Representative at

Northwestern Mutual

February 2004 - October 2005

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Auditor/Accountant at

Williams Family Enterprises LLC

September 2001 - February 2004

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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

mail

****@financialguide.com

*****@charteroakfinancial.com

*****@massmutual.com

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