Chief Operating Officer
Current
Oct 2023 - Present
AeroLeads people directory · profile
Joel Friedman Email & Phone Number
Chief Operating Officer at Forms Logic
at
Forms Logic
2 work emails found
@docupace.com
4 phones found area 310, 424, 866, and 888
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Operating Officer at Forms Logic
Location
Los Angeles, California, United States
Who is Joel Friedman? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Joel Friedman is listed as Chief Operating Officer at Forms Logic at Forms Logic, based in Los Angeles, California, United States. AeroLeads shows a work email signal at docupace.com, phone signal with area code 310, 424, 866, 888, and a matched LinkedIn profile for Joel Friedman.
Joel Friedman previously worked as Chief Operating Officer at Forms Logic and Executive in Residence at F2 Strategy. Joel Friedman holds Ba, International Relations, Latin America from Emory University.
Company email context
Email format at Forms Logic
This section adds company-level context without repeating Joel Friedman's masked contact details.
{first}_{last}@docupace.com
89% confidence
AeroLeads found 2 current-domain work email signals for Joel Friedman. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Saas, Professional Services, Cloud Computing, Business Development, and 27 others.
Current workplace
Joel Friedman's current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles
Joel Friedman work experience
A career timeline built from the work history available for this profile.
Executive In Residence
CurrentF2 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.
Apr 2023 - Present
Principal Consultant
Current
Green Lights Consulting
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.
Mar 2023 - Present
Chief Customer Officer
Responsible for all post-sale customer success and delivery including services, support, customer success, and training,
Feb 2020 - Mar 2023
Executive Vice President, Delivery And Customer Care
Responsible for Account Relationship, Professional Services and Support Services Organizations.
Oct 2005 - Feb 2020
Director, Global Alliances
Jun 2004 - May 2005
Global Alliance Manager
Apr 2001 - Jun 2004
Sr. Manager, Business Development
Genesys Telecommunications
Jan 1999 - Mar 2001
Sr. Manager, Latin America Commercial Marketing
Aug 1997 - Jan 2000
Sr. Financial Analyst
Jun 1996 - Aug 1997
2 education records
Joel Friedman education
Ba, International Relations, Latin America
Emory University
Mba, International Business
Thunderbird School Of Global Management
FAQ
Frequently asked questions about Joel Friedman
Quick answers generated from the profile data available on this page.
What company does Joel Friedman work for?
Joel Friedman works for Forms Logic.
What is Joel Friedman's role at Forms Logic?
Joel Friedman is listed as Chief Operating Officer at Forms Logic at Forms Logic.
What is Joel Friedman's email address?
AeroLeads has found 2 work email signals at @docupace.com for Joel Friedman at Forms Logic.
What is Joel Friedman's phone number?
AeroLeads has found 4 phone signal(s) with area code 310, 424, 866, 888 for Joel Friedman at Forms Logic.
Where is Joel Friedman based?
Joel Friedman is based in Los Angeles, California, United States while working with Forms Logic.
What companies has Joel Friedman worked for?
Joel Friedman has worked for Forms Logic, F2 Strategy, Green Lights Consulting, Docupace Technologies, and Decisionpoint Software.
How can I contact Joel Friedman?
You can use AeroLeads to view verified contact signals for Joel Friedman at Forms Logic, including work email, phone, and LinkedIn data when available.
What schools did Joel Friedman attend?
Joel Friedman holds Ba, International Relations, Latin America from Emory University.
What skills is Joel Friedman known for?
Joel Friedman is listed with skills including Saas, Professional Services, Cloud Computing, Business Development, Solution Selling, Document Management, Crm, and Enterprise Software.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial