Casey Elizabeth Witters
Chief Executive Officer; President; And Chief Compliance OfficerOptimize Financial Inc.CRD 6240251
About Casey Elizabeth Witters
Casey Elizabeth Witters is listed as Chief Executive Officer; President; And Chief Compliance Officer at Optimize Financial Inc. in Irvine, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Optimize Financial Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Casey Elizabeth Witters work?
Casey Elizabeth Witters is listed as Chief Executive Officer; President; And Chief Compliance Officer at Optimize Financial Inc. on SEC Form ADV.
How much of Optimize Financial Inc. does Casey Elizabeth Witters own?
Form ADV reports a beneficial ownership band of Over 75%.
Optimize Financial Inc.
| Title | Chief Executive Officer; President; And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2021 |