Optima Wealth Management Employee Directory

Optima Wealth Management corporate office is located in 1701 Legacy Dr Ste 2006, Frisco, Texas, 75034, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Engineering & Technical

Key Employees of Optima Wealth Management

DV
Delisa Venz
Vice President, Marketing
PhoneEmail
JT
Jessica Trapp
Vice President, Operations
PhoneEmail
JS
John Stein
Vice President, Portfolio Management
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Optima Wealth Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Optima Wealth Management

Hundreds of professionals searching for Optima Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

SC
Staci Cauffman
Email Direct
Director, Technology & Innovation
United States , Texas , Frisco

MP
Michael Phillips
Email Direct
Chief Executive Officer & President
United States , Texas , Frisco

JS
John Stein
Email Direct
Vice President, Portfolio Management
United States , Texas , Frisco

JT
Jessica Trapp
Email Direct
Vice President, Operations
United States , Texas , Frisco

DV
Delisa Venz
Email Direct
Vice President, Marketing
United States , Texas , Frisco

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Frequently Asked Questions Regarding Optima Wealth Management Employees

How many employees does Optima Wealth Management have?

Optima Wealth Management has 11-50 employees

Who are Optima Wealth Management key employees?

Some of Optima Wealth Management key employees are Delisa Venz, Jessica Trapp, John Stein

Where is Optima Wealth Management located?

Optima Wealth Management’s headquarters are located at 1701 Legacy Dr Ste 2006, Frisco, Texas, 75034, United States

How do I contact Optima Wealth Management?

Optima Wealth Management Contact Info: Phone number: (214) 308-6299 Website: www.optimawealth.net

What does Optima Wealth Management do?

Optima Wealth Management, L.L.C. specializes in strategic asset allocation and retirement strategies tailored for professionals and families. The firm aims to simplify financial planning by providing personalized guidance and support throughout clients' financial journeys. They focus on understanding each client's unique story and needs, ensuring a... Read More

Is Optima Wealth Management a public company?

Optima Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Optima Wealth Management Employees