Joel Schiffman is a seasoned consultant and project manager at BidMoni, Inc., a fintech company specializing in retirement plan solutions.
With an extensive background in project management, he has built a reputation for effectively guiding cross-functional teams and driving business growth. He is a dynamic Financial Executive with a distinguished track record in asset management, relationship management, and sales. Throughout his career, he has consistently amplified assets under management, serving a diverse clientele including institutional and retail sectors, defined contribution platforms, and insurance entities. His profound investment acumen encompasses a myriad of products and services, underscored by steadfast client relationships in both the institutional and retail domains.
At his previous firm, he helmed a high-caliber team devoted to defined contribution plans, sub-advisory dynamics, and insurance general accounts. This role, in tandem with prior positions, allowed him to cultivate strategic relationships with pivotal retirement platform stakeholders and spearhead institutional sales across an array of investment sectors, both traditional and alternative.
His professional footprint extends beyond operational roles: he is acknowledged for pivotal industry leadership and possesses a vast, intricate web of industry affiliations.
His unwavering commitment lies in fueling financial growth, establishing meaningful collaborations, and consistently delivering unparalleled value within the financial sphere.More...