Marla Landa Email & Phone Number

San Francisco, Ca, Us

San Francisco, California, United States

Occasional Hourly Marketing Support

San Francisco, California, United States

Gained hands-on experience in the main areas of financial planning: cash-flow planning, investment planning, retirement planning, college and student loan planning, insurance planning, estate planning, and tax planning.- Watched real client meetings, conducted financial analyses, and developed client deliverables.- Experience with eMoney Advisor, Asset-Map, Redtail CRM, and Morningstar Advisor Workstation, including live sessions with representatives from each company.- Learned planning perspectives and best practices from 50+ industry experts.- Interacted with guest experts and fellow externs on live calls.- Earned 500 hours toward CFP® Board experience requirements.

San Francisco Bay Area

Developed and executed complex global project strategies, ensuring seamless coordination across multiple teams and stakeholders. I thrived in environments requiring adaptability, managing ambiguity while maintaining a sharp focus on detail and overarching goals. My role involved guiding teams through dynamic processes, aligning resources, and ensuring timely, high-quality results.Key Responsibilities:- Managed multiple large-scale initiatives, overseeing project scope, timelines, budgets, and cross-functional partnerships.- Collaborated with internal and external stakeholders to ensure strategic alignment, addressing needs and delivering tailored solutions.- Coordinated daily operations including resource allocation, contract management, vendor negotiations, and timeline adherence.- Partnered with leadership to empower teams to consistently deliver innovative and high-quality output, aligned with organizational values.- Engaged with a diverse array of internal teams and external partners to ensure cohesive execution across multiple platforms and channels.- Adapted to changing priorities and emerging challenges, keeping long-term goals in focus while ensuring the integrity of day-to-day operations.

San Francisco, California

Led the strategic planning and execution of global corporate programs, balancing immediate operational demands with long-term objectives. My role involved managing resources, overseeing budgets, and creating measurable success criteria for each initiative. I worked cross-functionally to ensure all projects met both strategic and operational goals.Key Responsibilities:- Developed and executed comprehensive event strategies, driving engagement and ensuring alignment with organizational priorities.- Managed logistics, budgets, contracts, and vendor relationships, optimizing resources to ensure project success.- Created a scalable framework for program execution, streamlining processes to improve efficiency and impact.- Implemented pre- and post-event initiatives to maximize engagement and ensure continuity in messaging and strategy.

San Francisco Bay Area

Partnered with senior leadership to streamline business operations, optimize resource management, and support strategic initiatives across the marketing organization.

San Francisco Bay Area

Led a range of high-level corporate initiatives, streamlining operations and ensuring alignment across multiple departments. My role involved driving strategic projects, managing internal and external communication, and optimizing resource allocation to achieve corporate objectives.Key Responsibilities:- Directed Yelp's first-ever brand advertising campaign, overseeing strategy, content production, budgeting, and performance evaluation to maximize impact.- Spearheaded internal communication initiatives, enhancing engagement through managing intranet updates, executive Q&As, newsletters, and company-wide meetings.- Organized large-scale corporate events, including Board Meetings, leadership training programs, and award ceremonies, ensuring smooth execution for up to 2,000 attendees.- Collaborated with office heads across multiple locations to manage budgets, space planning, and operational communication for a workforce of over 5,000 employees.- Managed a $1M foundation budget, coordinating national contests, PR outreach, and operational expenses for the Yelp Foundation, while maintaining compliance with financial regulations.

San Francisco Bay Area

Built and scaled the Sales Operations and CRM departments from the ground up, supporting Yelp’s rapid growth in revenue and workforce. My focus was on optimizing operational processes, driving revenue recognition, and ensuring accurate sales performance tracking.Key Responsibilities:- Founded and grew the Sales Operations team to support a revenue increase from $500K to $100M, scaling the sales team from 3 to over 800 members.- Developed and managed billing systems, revenue recognition processes, and sales compensation structures to ensure financial accuracy and efficiency.- Built a high-performing CRM team, optimizing Salesforce functionality to enhance user experience and streamline data management.- Led data infrastructure projects to ensure integrity and accountability, providing executive teams with real-time insights through customized sales dashboards and performance metrics.- Designed scalable systems and processes to accommodate growth, supporting thousands of customers with robust infrastructure and operational frameworks.

San Francisco Bay Area

Early member of the sales team, consistently exceeding targets and contributing to the foundational growth of Yelp’s sales department.

Sarajevo, Bosnia

- Analysis of witness protection programs in the aftermath of the war in the former Yugoslavia.

Washington D.C. Metro Area

- International arbitration involving the dissolution of Czechoslovakia and Bank privatization

Master Of Science In Financial Planning + Graduate Certificate In Financial Life Planning, Financial Planning And Services

Lsma, European Studies And Human Rights

Ba, Rhetoric, German

Activities and Societies: Phi Beta KappaRhetoric, German

Education record

Corporate Finance; Essentials of Business; Business Marketing

Education record