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Jeff Bottaro, CLU, ChFC has a diverse work experience ranging from sales in BioSafe Systems, LLC to key sales support roles in Crump Life Insurance Services. Jeff later joined MassMutual Financial Group as a Life Insurance Internal Wholesaler, where they actively collaborated with External Wholesalers to boost sales. Since 2016, Jeff has been working at Charter Oak Financial, initially as the Director of Case Design Center - Life Insurance Specialist, and currently as the Head of Sales. In their current position, Jeff is responsible for partnering with financial advisors to develop financial planning and life insurance opportunities, leading a team of Insurance and Investment specialists, managing the Charter Oak Design Center, and driving firmwide growth initiatives. Overall, Jeff's extensive experience demonstrates their expertise in sales, insurance, and financial planning.

Jeff Bottaro, CLU, ChFC has a Bachelor of Arts degree in Business Marketing from Central Connecticut State University, which they obtained from 2006 to 2010. Prior to that, they completed their high school education at RHAM High School from 2002 to 2006. Jeff then pursued further education at The American College of Financial Services, where they obtained the Chartered Life Underwriter (CLU) certification in February 2015 and the Chartered Financial Consultant (ChFC) certification in January 2016. Jeff also holds additional certifications such as the Series 6 Registered Representative from FINRA, which they obtained in October 2012, and a Life and Health Insurance License from the Connecticut Department of Insurance, which they obtained in December 2011.