Optima Partners is a consulting and financial service provider company.

Consulting

Optima Partners Compliance Advisory

Jonathan Saxton

Anthony Visone

Jessica Berton

Elissar Yahya

Dave Fultz

Harley H.

Jason Yager

Keren Ackerman

James Lawson

Will Emtage

Steve Schwartz

Lucy Grossman

Hap Oakley

The Sales Team at Optima Partners Compliance Advisory is responsible for driving revenue growth by identifying, engaging, and nurturing client relationships. They work collaboratively to develop tailored solutions that address client needs within the compliance and financial services sectors, leveraging their expertise to enhance client satisfaction and build long-term partnerships. Through market analysis and outreach, the team ensures that Optima Partners remains competitive and responsive to market demands.

Sales Team

The Compliance Team at Optima Partners Compliance Advisory is responsible for ensuring that clients adhere to regulatory standards and best practices in their financial operations. This team conducts thorough audits, develops compliance strategies, and provides tailored advice to mitigate risk and enhance governance. Their expertise supports clients in navigating complex regulatory landscapes, fostering trust and integrity in their business practices.

Compliance Team

The Operations Team at Optima Partners Compliance Advisory is responsible for streamlining internal processes, managing daily operational functions, and ensuring efficient resource allocation. Led by the Chief of Staff and supported by the Global Operations Manager and HR Manager, the team focuses on optimizing workflow, enhancing team collaboration, and implementing best practices to improve overall performance within the company.

Operations Team

Optima Partners Compliance Advisory

Org chart

Teams

Sales Team

Compliance Team

Operations Team

Offices

Optima Partners Compliance Advisory

Org chart

Teams

Sales Team

Compliance Team

Operations Team

Offices

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