Luca Ciminelli

Senior Financial Planner and Associate Portfolio Manager at Optimize Wealth Management

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Patrick Bellmore

Vice President, Senior Portfolio Manager at Optimize Wealth Management

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Kevin Fobert

Associate Portfolio Manager and Senior Financial Analyst at Optimize Wealth Management

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Chris Coholan

Associate Portfolio Manager and Investment Advisor at Optimize Wealth Management

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Mike Poulin

Senior Financial Planner at Optimize Wealth Management

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Creator and Founder at Susan Ciminelli

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