Christopher Carroll joined Optima in 2022 and is responsible for the firm’s marketing efforts in addition to assisting the build out of Optima’s US institutional business. Chris was previously at Intech Investment Management, where he held multiple roles over a 17+ year tenure, including in Institutional Business Development, Marketing, Product Management, Business Intelligence and Client Service. Chris began his career at Scottrade, Inc. and brings over 20 years of financial services experience to Optima. His areas of expertise include implementation of marketing automation, development and implementation of a robust inbound/outbound sales strategy and lead development of advanced custom solutions. He holds the Series 7 and 66 securities licenses and has a dual BA degree in Marketing and Business Management from Florida Atlantic University.
