Marla Landa Email and Phone Number
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Hi! I’m Marla, a career-changer passionate about becoming a Financial Planner. My journey has taken me from tech to finance, where I’m currently pursuing my CERTIFIED FINANCIAL PLANNER™ certification. After passing the Series 65 exam in April 2024, I aim to complete my CFP® education by April 2025 and sit for the CFP® exam later that year.With over 17 years in the tech industry, I offer a unique perspective on financial planning, particularly for clients navigating tech equity such as ISOs, NSOs, RSUs, and ESPP. As an early employee at Yelp, I contributed to scaling operations and driving growth from early funding rounds through its IPO. At Asana, I led cross-functional initiatives that positioned the brand for success throughout its journey to Direct Listing. These experiences have equipped me with valuable insights to help clients manage financial complexities.My commitment to financial planning is deeply personal. Growing up with immigrant parents facing significant health challenges, I took on financial responsibilities from a young age, learning the importance of financial literacy, security, and wealth-building. These experiences reinforced my belief in resilience and adaptability in navigating life's unexpected turns, as I focus on details while keeping the big picture in mind. I am dedicated to empowering clients to build a strong financial foundation, supporting them in taking control of their financial future and reimagining their lives.I’m a lifelong learner with an insatiable curiosity and a can-do, positive attitude. My guiding principles are rooted in The Four Agreements: Be Impeccable with Your Word; Don’t Take Anything Personally; Don’t Make Assumptions; Always Do Your Best. If you’d like to connect or share insights, I’d love to hear from you!
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Financial PlannerPlan Forward FinanceSan Francisco, Ca, Us
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Independent ContractorIndependent Mar 2024 - PresentSan Francisco, California, United StatesOccasional Hourly Marketing Support
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Amplified Planning: 2024 Financial Planner ExternshipAmplified Planning Jun 2024 - Jul 2024San Francisco, California, United StatesGained 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. -
Global Integrated Marketing Campaign ProducerAsana Dec 2020 - Aug 2023San Francisco Bay AreaDeveloped 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. -
Global Corporate Events Lead And ProducerAsana Feb 2019 - Dec 2020San Francisco, CaliforniaLed 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.
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Executive Business Partner To Head Of Marketing At AsanaAsana Jul 2018 - Feb 2019San Francisco Bay AreaPartnered with senior leadership to streamline business operations, optimize resource management, and support strategic initiatives across the marketing organization.
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Chief Of Staff & Special Assistant To CooYelp Sep 2012 - Jul 2018San Francisco Bay AreaLed 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. -
Head Of Ad Operations & Senior Crm System Administrator (Salesforce.Com)Yelp.Com Dec 2006 - Sep 2012San Francisco Bay AreaBuilt 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.
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Account ExecutiveYelp.Com Mar 2006 - Dec 2006San Francisco Bay AreaEarly member of the sales team, consistently exceeding targets and contributing to the foundational growth of Yelp’s sales department.
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Resident ResearcherOffice Of The High Representative Jun 2004 - Sep 2004Sarajevo, Bosnia- Analysis of witness protection programs in the aftermath of the war in the former Yugoslavia. -
Legal AssistantWhite & Case Llp Oct 2002 - Mar 2004Washington D.C. Metro Area- International arbitration involving the dissolution of Czechoslovakia and Bank privatization
Marla Landa Skills
Marla Landa Education Details
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Financial Planning And Services -
European Studies And Human Rights -
Rhetoric, German -
Mira Costa High School
Frequently Asked Questions about Marla Landa
What company does Marla Landa work for?
Marla Landa works for Plan Forward Finance
What is Marla Landa's role at the current company?
Marla Landa's current role is Financial Planner.
What is Marla Landa's email address?
Marla Landa's email address is ma****@****elp.com
What is Marla Landa's direct phone number?
Marla Landa's direct phone number is +141590*****
What schools did Marla Landa attend?
Marla Landa attended Golden Gate University, Columbia University In The City Of New York, University Of California, Berkeley, Uc Berkeley Extension, Mira Costa High School.
What are some of Marla Landa's interests?
Marla Landa has interest in Civil Rights And Social Action, Education, Science And Technology, Disaster And Humanitarian Relief, Human Rights, Arts And Culture, Health.
What skills is Marla Landa known for?
Marla Landa has skills like Salesforce.com, Online Advertising, Marketing, Marketing Communications, Product Management, Google Analytics, Mobile Marketing, Leadership, Digital Media, Customer Service, Social Media, Business Strategy.
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