OptimaFI Employee Directory

Q: Who are OptimaFI key employees?

Some of OptimaFI key employees are Dan Marks , Trevor Knott

OptimaFI corporate office is located in 6000 Poplar Ave Ste 250, Memphis, Tennessee, 38119, United States and has 51-200 employees.

optimafi

Employees by Department

Departments

Number of employees

Operations

Sales

C-Suite

Engineering & Technical

Marketing

Finance

Information Technology

OptimaFI CEO

Tim KeithFounder & Chief Executive Officer

Phone

See Profile

Key Employees of OptimaFI

DM
Dan Marks
President, Growth Solutions Infusion)
PhoneEmail
TK
Trevor Knott
Chief Revenue Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

OptimaFI Global Presence

Location	People at location
North America	11-50

Index of contact profiles from OptimaFI

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

Contact Name

Contact Info

Job Title

HQ Location

JR
John Rakis
Email Direct
Sales Director, Marketing Services
United States , Tennessee , Memphis

RA
Rachel Allen
Email Direct
Sales Administrator
United States , Tennessee , Memphis

DC
Dawn Cherry
Email Direct
Executive Vice President & Senior Strategist
United States , Tennessee , Memphis

DM
Dan Marks
Email Direct
President, Growth Solutions Infusion)
United States , Tennessee , Memphis

RB
Ronald Balmer
Email Direct
Executive Vice President & Senior Strategist
United States , Tennessee , Memphis

AH
Adam Hofer
Email Direct
Vice President, Strategist
United States , Tennessee , Memphis

AC
Aaron Chestnut
Email Direct
Executive Vice President & Senior Strategist
United States , Tennessee , Memphis

NP
Nicolle Perez
Email Direct
Vice President, Client Services
United States , Tennessee , Memphis

SF
Samantha Faulkner
Email Direct
Loan Review Manager
United States , Tennessee , Memphis

CP
Cheryl Patrick
Email Direct
Senior VP, Production
United States , Tennessee , Memphis

TK
Trevor Knott
Email Direct
Chief Revenue Officer
United States , Tennessee , Memphis

JC
Jade Contreras
Email Direct
Vice President, Operations
United States , Tennessee , Memphis

DK
David Krebsbach
Email Direct
Manager, Information Technology Operations
United States , Tennessee , Memphis

TK
Tim Keith
Email Direct
Founder & Chief Executive Officer
United States , Tennessee , Memphis

CT
Christian Trejo
Email Direct
Senior Product Manager
United States , Tennessee , Memphis

RM
Rachel McClard
Email Direct
Manager, Production
United States , Tennessee , Memphis

CT
Cyndi Tyukody-Walker
Email Direct
Senior Vice President, Production Director
United States , Tennessee , Memphis

BR
Bill Rogalla
Email Direct
Lead Product Manager
United States , Tennessee , Memphis

KW
Kimberly Weiss
Email Direct
Credit Consultant
United States , Tennessee , Memphis

SV
Steffeni Veren
Email Direct
Lead Backend Engineer
United States , Tennessee , Memphis

JH
Jason Heinrich
Email Direct
Senior Account Executive
United States , Tennessee , Memphis

JH
Jeannie Horton
Email Direct
Data Analysis Manager, Client Engagement
United States , Tennessee , Memphis

CT
Ceci Thomassie
Email Direct
Client Services
United States , Tennessee , Memphis

SP
Shane Parker
Email Direct
Senior Credit Consultant
United States , Tennessee , Memphis

DL
Daisy Li
Email Direct
Financial Specialist & Analyst
United States , Tennessee , Memphis

123

Former Employees at OptimaFI

Explore people who held key positions, contributed to OptimaFI's success, and advanced their careers.

Bill Rogalla

Senior Product Manager at Covideo

Worked as Lead Product Manager

at OptimaFI

Direct

Christian Trejo

Senior Product Manager at Infusion

Worked as Senior Product Manager

at OptimaFI

Direct

John Bradshaw

Supervisor - Analytics... at Arkansas Children's Ho...

Worked as Manager, Email Marketing

at OptimaFI (2015-2020)

Direct

Mask Content

Commercial & Platform ... at Infusion

Worked as Data Analytics Director, Product Management

at OptimaFI (2023-2026)

Direct

Mask Content

Customer Service Manag... at QwickRate

Worked as Customer Service Manager

at OptimaFI

Direct

Mask Content

Senior VP, Marketing at Infusion

Worked as Senior VP, Marketing

at OptimaFI

Direct

Explore More

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Frequently Asked Questions Regarding OptimaFI Employees

How many employees does OptimaFI have?

OptimaFI has 51-200 employees

Who is the CEO of OptimaFI?

OptimaFI’s CEO is Tim Keith

Who are OptimaFI key employees?

Some of OptimaFI key employees are Dan Marks, Trevor Knott

Where is OptimaFI located?

OptimaFI’s headquarters are located at 6000 Poplar Ave Ste 250, Memphis, Tennessee, 38119, United States

How do I contact OptimaFI?

OptimaFI Contact Info: Phone number: (800) 285-8626 Website: www.optimafi.com

What does OptimaFI do?

OptimaFI is a financial technology and advisory company that delivers data-driven solutions to community banks and credit unions, helping them optimize growth, manage credit risk, and improve profitability. The company combines marketing analytics, credit risk solutions, and balance sheet management tools powered by proprietary peer data and insigh... Read More

Is OptimaFI a public company?

OptimaFI is private company therefore does not currently have an official ticker symbol

See more information about OptimaFI Employees