Optimize Financial
Equipping people with a simple process to grow wealth with a positive mindset!
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Verified contacts
8
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- SC
Scott Cheo
EVP, Financial Advisor · Other
EmailPhone - DW
Dana Whitney
Client Relations Representative · Customer/Client Service
EmailPhone - MS
Mahima Shah
Financial Analyst · Finance & Accounting
EmailPhone - CW
Casey Witters
Founder, President & CEO · General Business & Management
EmailPhone
Showing 4 of 8 verified contacts
Top roles at Optimize Financial
5 distinct titles indexed · top 5 shown.
- 2financial analyst
- 2founder, president & ceo
- 1client relations representative
- 1evp, financial advisor
- 1executive assistant
Sign up to unlock all 8 contacts at Optimize Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 8 verified contacts at Optimize Financial
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