CTOs on the Move

Optima Financial and Insurance Services

www.optimafis.com

 
Optima Financial and Insurance Services is a San Rafael, CA-based company in the Financial Services sector.
  • Number of Employees: 25-100
  • Annual Revenue: $50-100 Million
  • www.optimafis.com
  • 1101 5th Ave Ste 350
    San Rafael, CA USA 94901
  • Phone: 877.577.5101

Executives

Name Title Contact Details

Similar Companies

First Southwest Bank

As a Community Development Financial Institution, our mission at First Southwest Bank is to cultivate valuable relationships, invest in economic and social doers, and foster a well-lived rural Colorado culture.

Tampa Bay FCU

Tampa Bay FCU is a Tampa, FL-based company in the Financial Services sector.

Pacific Coast Escrow

Pacific Coast Escrow is a Indian Wells, CA-based company in the Financial Services sector.

Flint Creek Valley Bank

Flint Creek Valley Bank is a Philipsburg, MT-based company in the Financial Services sector.

Vontobel

Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients. With our investment-led approach that focuses exclusively on the buy-side of financial markets, we think and act purely from the clients perspective – as an investor for investors. This includes continually rethinking how to empower investors – something we have engaged in for over 100 years. Harnessing the power of technology allows us to deploy our investment expertise across multiple platforms and ecosystems, while aiming to offer an individualized and high-quality client experience. Our conviction that successful investing begins with the assumption of personal responsibility means we focus on empowering employees to unlock their potential, take ownership of their work, and bring opportunities to life. We continuously scrutinize our achievements as we strive to exceed the expectations of our clients. Important legal notice: This publication is deemed to be marketing material within the meaning of Article 68 of the Swiss Financial Services Act and is provided for informational purposes only. We will be happy to provide you with additional information about the specified financial products, such as the prospectus or the basic information sheet, free of charge, at any time.