Optimize Financial employs 8 employees. The Optimize Financial management team includes Casey Witters (Founder, President and CEO), Sara Woertink (Executive Vice President of Administration), and Dana Whitney (Client Relations Representative).
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Top Optimize Financial Management Employees
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25+
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Sara Woertink
Executive Vice President of Administration at Optimize Financial
Laguna Hills, CA, US14 -
Dana Whitney
Client Relations Representative at Optimize Financial
San Juan Capistrano, CA, US15 -
Mahima Shah
Financial Analyst at Optimize Financial
San Diego, CA, US -
Carly Beam
Executive Assistant at Optimize Financial
San Juan Capistrano, CA, US1
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