Efi Greenstein
Analyst Team Lead at Pontera
Efi Greenstein's Professional Contact Details
Email (Verified)
Mobile Number
HQ
+1(415) 994-6856
Location
Tel Aviv District
Company
Efi Greenstein's Current Company Details
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage on assets in held-away accounts, including 401(k)s, 403(b)...
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage on assets in held-away accounts, including 401(k)s, 403(b)s, and more. The platform is designed to work across many account types and seamlessly integrate with existing portfolio management tools to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City. Learn more at pontera.com.
personal finance
held away accounts
401
asset management
order management system
financial advisory
financial wellness
retirement
wealth tech
wealth management
fintech
advisor tech
financial planning
finance
information technology & services
software development
financial services
financial consulting
consulting
management consulting
investment management
finance technology
Efi Greenstein's Work History and Education
Frequently Asked Questions about Efi Greenstein
What company does Efi Greenstein work for?
Efi Greenstein works for Pontera.What is Efi Greenstein's role at Pontera?
Efi Greenstein's role at Pontera is Analyst Team Lead.What is Efi Greenstein's email address?
Efi Greenstein's email address is e**@pontera.com.What is Efi Greenstein's business email address?
Efi Greenstein's business email address is e**@pontera.com.What is Efi Greenstein's HQ phone number?
Efi Greenstein's HQ phone number is +1(415) 994-6856.What industry does Efi Greenstein work in?
Efi Greenstein works in the Information Technology & Services industry.Who are Efi Greenstein's colleagues?
Efi Greenstein's colleagues are Alex Puskas, Alona Fedoseeva, Bar Primat, Brian Merritt and more.Colleagues at Pontera
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