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Joseph Efram has a strong background in sales engineering and customer operations analysis. At Forma.ai, they spearheaded and managed the formation of the initial Sales Engineer team, overseeing a team of Account Executives and cultivating strong client relationships. Joseph also developed process documents to streamline deal information. Prior to that, they worked at First National Financial LP as a Commercial Analyst, where they developed financial models and reports, created nationwide real estate market reports, and used Excel and VBA to streamline statement calculations.

Joseph Efram's education history shows that they completed a Bachelor's of Commerce with Honours degree in Finance, Investments, and Securities at York University from 2012 to 2017. Following this, they pursued further education and obtained an Advanced Valuation degree in Finance from NYU Stern School of Business, which they finished in 2019.

Joseph Efram also possesses several additional certifications. In 2016, they obtained the Bloomberg BMC certification from Bloomberg. In 2017, they completed the Canadian Securities Course from the Canadian Securities Institute. A year later, they achieved the Financial Modeling & Valuation Analyst (FMVA) certification from Corporate Finance Institute® (CFI). In 2019, Joseph received the Chartered Financial Analyst (CFA) designation from the CFA Institute, as well as the Mortgage Brokers, Bankers, and Agents certification from REMIC.

Most recently, in 2022, they acquired the Demo2Win! certification from 2Win!.