Optimize Financial Group Management Team

Contact top employees from Optimize Financial Group

Summary

Optimize Financial Group is a private company that has been in the industry for 17 years. The company currently specializes in the Financial Services area. The position of the Managing Director is occupied by Derek King. Its headquarters is located at Ontario, CA. The Optimize Financial Group annual revenue is estimated at < 1M. To connect with Optimize Financial Group employee register on SignalHire.

Optimize Financial Group Websiteofg.com
Social Links
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Phone Number+18662096862
Industries
Optimize Financial Group Headquarters address205 Yonge St, Toronto, Ontario, M5B 0C4 CA
Company Size200-500 employees
SpecialtiesInvestment Management, Financial Planning, Wealth Advisory Services, Will Estate and Planning, Investments, Executive & Business Services, Tax Planning, Insurance, Education Savings, Portfolio Management, Tax Preparation, Debt Management, Financial Advice, Loans, Mortgages
Founded2009
Operating StatusIndependent Company

Optimize Financial Group Org Chart

Chief Executive Officer

Chief Executive Officer

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C-Level

Competitors

Name
Founded
Type
Employees
Revenue
Funding
1987Privately
Held
25 - 100 2.5M $0
-Partnership 25 - 100 3.8M $0
-Partnership 25 - 100 8.8M $0
2005- 1-10 8.8M $-

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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Optimize Financial Group's workforce includes employees across a wide range of tenure levels.

9% have been with the company for less than 1 year34% have been with the company for 1 to 2 years28% have been with the company for 3 to 4 years13% have been with the company for 5 to 7 years6% have been with the company for 8 to 10 years9% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Optimize Financial Group
Matthew McGrath
Matthew McGrathPresident and CEO
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Javed Khan
Javed KhanVice President, Advisor Channel Marketing
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Devon Kirkham
Devon KirkhamVice President, Client Operations
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Philip Bielecki
Philip BieleckiVice President, Trading and Research
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Curtis Raymond
Curtis RaymondHead of AI
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Md Nurul Islam
Md Nurul IslamInvestment Strategist & Quantitative Research Lead
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Tony Mandarino
Tony MandarinoWealth Advisor
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Davor Polak
Davor PolakInvestment Advisor at Optimize Wealth Management
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Bahman Fathi
Bahman FathiQuantitative Research Analyst
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Greg Duncan
Greg DuncanWealth Planner at Optimize Asset Management
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Desirea Silva
Desirea SilvaAssociate
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Karen Zeiger
Karen ZeigerWealth Planner at Optimize Asset Management
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Cole Blakeman
Cole BlakemanBusiness Development Representative
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Jack Porritt
Jack PorrittSummer Intern
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Mike Scott
Mike ScottWealth Planner
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Natalie Abdelmalek
Natalie AbdelmalekCompliance Analyst
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Optimize Financial Group Corporate Information: FAQ

Optimize Financial Group operates in the Finance industries. More details can be found on the official website: ofg.com.
Optimize Financial Group has offices located in Toronto, CA.
The headquarters of Optimize Financial Group are located in Toronto, Canada.
The current CEO of Optimize Financial Group is Derek King
You can contact Optimize Financial Group by phone at +18662096862.
Optimize Financial Group currently employs 200-500 people.
Optimize Financial Group's revenue is approximately < 1M.
Well-known competitors of Optimize Financial Group include Darrow Wealth Management, Dean Roland Russell, KBK Wealth Management and Anchor Wealth Management.

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