Joel Friedman

Joel Friedman Email and Phone Number

Chief Operating Officer at Forms Logic @ Forms Logic
Joel Friedman's Location
Los Angeles, California, United States, United States
Joel Friedman's Contact Details
About Joel Friedman

Dynamic C-Suite Executive with qualified CXO experience and commercial acumen in the Fintech, SaaS, and Wealth Management verticals. True Customer Experience Champion with an extraordinary ability to build and align strategy, service delivery, and people for transformational revenue growth and retention through world-class service. Proven record of success in business development, partnerships, and client portfolios of 100+. Builder/leader of high-performing Professional Services and Customer Care culture with teams of 45+ and extensive experience supporting Independent Broker-Dealers and RIAs of all sizes.

Joel Friedman's Current Company Details
Forms Logic

Forms Logic

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Chief Operating Officer at Forms Logic
Joel Friedman Work Experience Details
  • Forms Logic
    Chief Operating Officer
    Forms Logic Oct 2023 - Present
    Wheaton, Illinois, Us
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  • F2 Strategy
    Executive In Residence
    F2 Strategy Apr 2023 - Present
    Chicago, Illinois, Us
    F2 Strategy, Inc provides boutique consulting services globally to support existing business and technology teams within the wealth management, family office, RIA and wealth manager space, helping these companies align their technology platforms and distribution channels with the wealth management experience that their clients expect.
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  • Green Lights Consulting
    Principal Consultant
    Green Lights Consulting Mar 2023 - Present
    Green Lights provides strategic consulting services to wealth management firms, particularly regarding wealthtech requirements, in need of Program/Project Management, Business Analysis, Documentation, and Training.Specialty areas: Delivery and rollout of New Account Opening, Client Transitions, Advisor Recruiting and Onboarding. Document Management and Workflow, Document Conversions, RFP support, and Advisor Training.
  • Docupace Technologies
    Chief Customer Officer
    Docupace Technologies Feb 2020 - Mar 2023
    Holmdel, Nj, Us
    Responsible for all post-sale customer success and delivery including services, support, customer success, and training,
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  • Docupace Technologies
    Executive Vice President, Delivery And Customer Care
    Docupace Technologies Oct 2005 - Feb 2020
    Holmdel, Nj, Us
    Responsible for Account Relationship, Professional Services and Support Services Organizations.
    View
  • Decisionpoint Software
    Director, Global Alliances
    Decisionpoint Software Jun 2004 - May 2005
    Us
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  • Exigen Group
    Global Alliance Manager
    Exigen Group Apr 2001 - Jun 2004
    Us
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  • Genesys Telecommunications
    Sr. Manager, Business Development
    Genesys Telecommunications Jan 1999 - Mar 2001
  • Nortel Networks
    Sr. Manager, Latin America Commercial Marketing
    Nortel Networks Aug 1997 - Jan 2000
    Ca
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  • Directv Latin America
    Sr. Financial Analyst
    Directv Latin America Jun 1996 - Aug 1997
    Us
    View

Joel Friedman Skills

Saas Professional Services Cloud Computing Business Development Solution Selling Document Management Crm Enterprise Software Customer Service Product Development Strategic Partnerships Selling Strategic Planning Product Management Salesforce.com Leadership Business Analysis Software As A Service Enterprise Content Management Sales Process Digital Imaging Strategy Customer Relationship Management Sales Start Ups Business Alliances Business Process Team Building Customer Relations Consultative Selling Imaging

Joel Friedman Education Details

  • Emory University
    Emory University
    Latin America
  • Thunderbird School Of Global Management
    Thunderbird School Of Global Management
    International Business

Frequently Asked Questions about Joel Friedman

What company does Joel Friedman work for?

Joel Friedman works for Forms Logic

What is Joel Friedman's role at the current company?

Joel Friedman's current role is Chief Operating Officer at Forms Logic.

What is Joel Friedman's email address?

Joel Friedman's email address is jo****@****ace.com

What is Joel Friedman's direct phone number?

Joel Friedman's direct phone number is +131044*****

What schools did Joel Friedman attend?

Joel Friedman attended Emory University, Thunderbird School Of Global Management.

What skills is Joel Friedman known for?

Joel Friedman has skills like Saas, Professional Services, Cloud Computing, Business Development, Solution Selling, Document Management, Crm, Enterprise Software, Customer Service, Product Development, Strategic Partnerships, Selling.

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