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Bryan Greenleaf, Aif® Email & Phone Number

Director of Financial Planning at Charter Oak Financial at Charter Oak Financial
Location: Stafford Springs, Connecticut, United States 5 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Charter Oak Financial
Role
Director of Financial Planning at Charter Oak Financial
Location
Stafford Springs, Connecticut, United States
Company size
154 employees

Who is Bryan Greenleaf, Aif®? Overview

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Quick answer

Bryan Greenleaf, Aif® is listed as Director of Financial Planning at Charter Oak Financial at Charter Oak Financial, a with 154 employees, based in Stafford Springs, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Bryan Greenleaf, Aif®.

Bryan Greenleaf, Aif® previously worked as Director of Financial Planning at Charter Oak Financial and Financial Advisor at Gage-Wiley & Co., Inc.. Bryan Greenleaf, Aif® studied at Tiverton High School.

Company email context

Email format at Charter Oak Financial

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Charter Oak Financial

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Profile bio

About Bryan Greenleaf, Aif®

Bryan Greenleaf, Aif® is a Director of Financial Planning at Charter Oak Financial at Charter Oak Financial.

Current workplace

Bryan Greenleaf, Aif®'s current company

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Charter Oak Financial
Charter Oak Financial
Director of Financial Planning at Charter Oak Financial
holyoke, massachusetts, united states
Website
charteroakfinancial.com
Employees
154
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Company profile
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5 roles

Bryan Greenleaf, Aif® work experience

A career timeline built from the work history available for this profile.

Business Acceptance Consultant - Supervisory Principal

Massmutual

Springfield, Massachusetts, United States

Oct 2018 - Aug 2021

Registered Representative

Ubs

Hartford, Connecticut, United States

Nov 2014 - Oct 2018
Team & coworkers

Colleagues at Charter Oak Financial

Other employees you can reach at charteroakfinancial.com. View company contacts for 154 employees →

RL Ronald Levantini Ronald Levantini Colleague at Charter Oak FinancialNew York City Metropolitan Area, United States View → RA Randy Altavilla, Clu,Chfc,Msm,Msfs,Ricp Randy Altavilla, Clu,Chfc,Msm,Msfs,Ricp Colleague at Charter Oak FinancialSaratoga Springs, New York, United States View → BM Birgit Mitsch Birgit Mitsch Colleague at Charter Oak FinancialChatham, New Jersey, United States View → MC Mark Chaban Mark Chaban Colleague at Charter Oak FinancialHolyoke, Massachusetts, United States View → JM Jaclyn Marinazzo Jaclyn Marinazzo Colleague at Charter Oak FinancialMelville, New York, United States View → MT Maximo Trama Maximo Trama Colleague at Charter Oak FinancialNorwalk, Connecticut, United States View → RK Robert Kauffman Robert Kauffman Colleague at Charter Oak FinancialHamden, Connecticut, United States View → YF Yiannis Faria Yiannis Faria Colleague at Charter Oak FinancialSpringfield, Massachusetts Metropolitan Area, United States View → SG Stu Grove Stu Grove Colleague at Charter Oak FinancialSomerville, Massachusetts, United States View → EW Erik Wheelock Erik Wheelock Colleague at Charter Oak FinancialLongmeadow, Massachusetts, United States View →
2 education records

Bryan Greenleaf, Aif® education

FAQ

Frequently asked questions about Bryan Greenleaf, Aif®

Quick answers generated from the profile data available on this page.

What company does Bryan Greenleaf, Aif® work for?

Bryan Greenleaf, Aif® works for Charter Oak Financial.

What is Bryan Greenleaf, Aif®'s role at Charter Oak Financial?

Bryan Greenleaf, Aif® is listed as Director of Financial Planning at Charter Oak Financial at Charter Oak Financial.

Where is Bryan Greenleaf, Aif® based?

Bryan Greenleaf, Aif® is based in Stafford Springs, Connecticut, United States while working with Charter Oak Financial.

What companies has Bryan Greenleaf, Aif® worked for?

Bryan Greenleaf, Aif® has worked for Charter Oak Financial, Gage-Wiley & Co., Inc., Massmutual Trust Company, Massmutual, and Ubs.

Who are Bryan Greenleaf, Aif®'s colleagues at Charter Oak Financial?

Bryan Greenleaf, Aif®'s colleagues at Charter Oak Financial include Ronald Levantini, Randy Altavilla, Clu,Chfc,Msm,Msfs,Ricp, Birgit Mitsch, Mark Chaban, and Jaclyn Marinazzo.

How can I contact Bryan Greenleaf, Aif®?

You can use AeroLeads to view verified contact signals for Bryan Greenleaf, Aif® at Charter Oak Financial, including work email, phone, and LinkedIn data when available.

What schools did Bryan Greenleaf, Aif® attend?

Bryan Greenleaf, Aif® studied at Tiverton High School.

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