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Katy Carr

Relationship Manager at Charter Oak Capital Management

  • LinkedIn

Email Email: k****@raymondjames.com

phone noPhone Number: (***)-***-****

Katy Carr is a Relationship Manager at Charter Oak Capital Management with over 16 years of experience. Providing local wealth management services to families, individuals, and small busi...

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CHARTER OAK CAPITAL MANAGEMENT

CHARTER OAK CAPITAL MANAGEMENT

  • Employees count Employees 11-50
  • Revenue Revenue 25 Million to 50 Million
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Charter Oak Capital Management Org Chart and Mapping

Employees

Lena Wyand

Partner & Financial Advisor

Todd Cesca

Partner & Senior Financial Advisor

Cfp® James Bossieux

Director of Investments, Financial Advisor

Katy Carr

Relationship Manager

Sarah Serling

Partner, Senior Financial Advisor

Frequently Asked Questions Regarding Katy Carr

Answer: Katy Carr works for Charter Oak Capital Management as Relationship Manager

Answer: Katy Carr’s role in Charter Oak Capital Management is Relationship Manager

Answer: Katy Carr's email address is k***@gmail.com

Answer: Katy Carr's business email address is k****@raymondjames.com

Answer: Katy Carr’s direct phone number is (***)-***-****

Answer: Katy Carr works in the industry of: Financial Services

Answer: Katy Carr is the current Relationship Manager at Charter Oak Capital Management.... Read More

Answer: Katy Carr works Charter Oak Capital Management located at 68 Main St, Portsmouth, New Hampshire, 04043, United States

Answer: Charter Oak Capital Management's Relationship Manager is Katy Carr

Answer: Katy Carr contact details:

  • Phone number  :  (***)-***-****
  • Email  :  k****@raymondjames.com

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