J

John Wilson's email & phone

Position:Financial Advisor at Charter Oak Capital Management
Experience:5 years
Location:Portsmouth, New Hampshire, United States

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Work Experience

Financial Advisor at Charter Oak Capital Management

Sep 2025 - Current

Associate Financial Advisor at Charter Oak Capital Management

Dec 2024 - Sep 2025

Paraplanner at Charter Oak Capital Management

Mar 2024 - Dec 2024

Client Services - Financial Planning Representative at STEELE STREET CAPITAL LLC

May 2022 - Jun 2023

Team Lead at DICK'S Sporting Goods

Jan 2021 - May 2022

Education

Bryant University

Bachelor's degree at Alma College

Frequently Asked Questions

What is John Wilson's minimum period of employment in the companies?

John Wilson's minimum period of employment in various companies is 9 months.

What is John Wilson's average duration of employment for different companies?

On average, John Wilson works for one company for 1 year

What industries has John Wilson worked in?

John Wilson works in the Financial Services. Previously, John Wilson worked in the Retail.

What positions has John Wilson held before?

Previously, John Wilson worked as a Associate Financial Advisor, and Paraplanner, and Client Services - Financial Planning Representative, and Team Lead.

How do I contact John Wilson?

John Wilson's email address is w*********n@charteroakcm.com, phone number is +1-***-***-6070. Sign up to get contact details.

Who is the President/CEO/Director of the Charter Oak Capital Management?

The President/CEO/Director of the Charter Oak Capital Management is Deanna Hutchinson

Who are John Wilson's peers at other companies?

John Wilson's peers at other companies are Gerlie Gonzales and Sagar Sharma and Ollie De Wit

John Wilson Namesakes

Name
Company
Position
J
A VISION FOR YOU LLC
Business Owner

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Other employees at Charter Oak Capital Management

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