Joel Schiffman
Distribution & Strategic Partnerships Professional
- Role
- Chief Revenue Officer at Bidmoni Inc
- Location
- Vail, CO, US
- LinkedIn followers
- 500 followers
About Joel Schiffman
Dynamic financial-services executive with a career-long focus on building communities…
Experience
Chief Revenue Officer
Aug 2023 — Present
BidMoni is a digital platform built to help financial advisors and small businesses simplify retirement plan selection, increase access to quality plan options, and streamline the onboarding process. In my role, I lead our enterprise distribution strategy and manage partnerships across recordkeepers, asset managers, broker-dealers, and advisory firms focused on the retirement plan market.
Education
University of California, Los Angeles
Bachelor of Arts (B.A.)
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
Skills
- Retirement
- Strategy
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Finance
- Relationship Management
- Series 7
- Series 63
- Marketing
- Morningstar Direct
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Asset Managment
- Investments
- Investment Management
- Financial Services
- Morningstar
- Wealth Management
- Etfs
- Asset Management
- Due Diligence
- Hedge Funds
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