David Kleinhandler
Optifino
new york,
New York
Contact
How to contact
9173643413 or david@optifino.com
Professional Profile
Call Me When
My team has developed a platform for employee retention and business sucession planning. and help entrepreurs
Professions
Insurance
Functional Expertise
Charitable giving
Compensation
Employee benefits
Employee engagement/ retention
Entrepreneurship
ESOPs
Estate planning
Leadership Development
Philanthropy
Tax
Trusts
Venture capital
Life Coaching
Exit/Transition Planning
Professional Certification
CLU, ChFC, CASL
Client Industries
Financial Services
Chapter information
Membership
Tri-State Individual
Member since
Member for 9 months
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