Amit Phadnis

Software Quality Assurance Engineer at LifeYield - Boston, MA, US

Amit Phadnis's Colleagues at LifeYield
Mark Hoffman

CEO, Chairman & Founder

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Michael Benedek

President, CFO & Co-founder

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Steven Zuschin

Executive Vice President - Advisor Success

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Martin Cowley

Executive Vice President, Product Development

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Kenneth Otis

Jr. Operations Engineer

Contact Kenneth Otis

Ender Malkoc

Senior Software Architect

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Jeff Quigley

Vice President, Enterprise Sales & Relationships

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Amit Phadnis's Contact Details
HQ
617-502-5660
Location
Fremont,California,United States
Company
LifeYield
Amit Phadnis's Company Details
LifeYield logo, LifeYield contact details

LifeYield

Boston, MA, US • 20 - 49 Employees
Financial Services

LifeYield LLC (www.lifeyield.com), creators of the Taxficient Score®, is the industry leader in facilitating tax-smart, risk-smart household portfolio management solutions to help financial advisors quantify and improve investor outcomes. LifeYield's Advantage Suite enables advisors to provide a comprehensive, tax-aware overview of an entire portfolio with easy-to-use tools that suggest an optimal implementation plan to help investors make and keep more money while increasing the likelihood of achieving retirement goals. LifeYield connects: financial planning, account aggregation and investment proposal tools, brokerage holdings, advisory programs and insurance products to optimize after-tax returns, maximize retirement income and support household-level goals-based wealth management strategies. Based in Boston and founded by finance and technology industry leaders, LifeYield offers digitally-enhanced advice software to support today's advisors and clients in an increasingly complex world. For more information, please visit www.lifeyield.com.

Tax-smart software to maximize returns and income for accumulation transition and retirement Retirement income software unified managed household B2B Financial Services Financial Advisory Services
Details about LifeYield
Frequently Asked Questions about Amit Phadnis
Amit Phadnis currently works for LifeYield.
Amit Phadnis's role at LifeYield is Software Quality Assurance Engineer.
Amit Phadnis's email address is ***@lifeyield.com. To view Amit Phadnis's full email address, please signup to ConnectPlex.
Amit Phadnis works in the Financial Services industry.
Amit Phadnis's colleagues at LifeYield are Mark Hoffman, Michael Benedek, Steven Zuschin, Martin Cowley, Kenneth Otis, Ender Malkoc, Jeff Quigley and others.
Amit Phadnis's phone number is 617-502-5660
See more information about Amit Phadnis