Joel Friedman

Joel Friedman is a dynamic C-Suite executive serving as the Chief Operating Officer at Forms Logic. With a wealth of experience in Fintech, SaaS, and Wealth Management, Joel is a proven customer experience champion recognized for driving transformational revenue growth and retention. Previously, they held leadership roles at Docupace Technologies, where they served as Executive Vice President of Delivery and Customer Care, and Director of Global Alliances at DecisionPoint Software. Currently, they are also an Executive in Residence at F2 Strategy and Principal Consultant at Green Lights Consulting, providing strategic consulting to wealth management firms. Joel received a BA in International Relations focusing on Latin America from Emory University.