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MEMBER PROFILE

 

David Kleinhandler

Optifino

 

Member profile details

Membership level
Tri-State Individual
First name
David
Second name/initial
M
Last name
Kleinhandler
Title
CEO
Company
Optifino
XPX Chapter Email Lists
  • Connecticut - Fairfield County News & Events
  • New York News & Events
 

CONTACT INFORMATION

City
new york
State
New York
 

PROFILE INFORMATION

Call me when
My team has developed a platform for employee retention and business sucession planning. and help entrepreurs
Profession
  • Insurance
Functional Expertise
  • Charitable giving
  • Compensation
  • Employee benefits
  • Employee engagement/ retention
  • Entrepreneurship
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Leadership Development
  • Life Coaching
  • Philanthropy
  • Tax
  • Trusts
  • Venture capital
Client Industry(ies)
  • Financial Services
Professional Certification(s)
CLU, ChFC, CASL
In Business Since
since 1987
How to contact
9173643413 or david@optifino.com
LinkedIn profile link
linkedln.com/in/david-kleinhandler
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