Founder, Ceo
CurrentRevolutionizing personal finance by empowering you to align your money with your values....so you may live a meaningful, purposeful life.
Jan 2023 - Present
AeroLeads people directory · profile
Marla Sofer Email & Phone Number
Founder & CEO @Knomee building into the chasm keeping you from financial confidence. Keynote speaker and advisor helping people and companies have meaningful impact | ex BlackRock, Microsoft, J.P. Morgan, Carta
at
knomee
2 work emails found
@lendingclub.com
2 phones found area 415 and 650
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Founder & CEO @Knomee building into the chasm keeping you from financial confidence. Keynote speaker and advisor helping people and companies have meaningful impact | ex BlackRock, Microsoft, J.P. Morgan, Carta
Location
San Francisco Bay Area, United States, United States
Who is Marla Sofer? Overview
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Quick answer
Marla Sofer is listed as Founder & CEO @Knomee building into the chasm keeping you from financial confidence. Keynote speaker and advisor helping people and companies have meaningful impact | ex BlackRock, Microsoft, J.P. Morgan, Carta at knomee, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at lendingclub.com, phone signal with area code 415, 650, and a matched LinkedIn profile for Marla Sofer.
Marla Sofer previously worked as Founder, CEO at Knomee and Senior Executive Coach at Exponentup. Marla Sofer holds Mba, Business Strategy from Rutgers University - Newark.
Company email context
Email format at knomee
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{first_initial}{last}@lendingclub.com
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AeroLeads found 2 current-domain work email signals for Marla Sofer. Compare company email patterns before reaching out.
Profile bio
About Marla Sofer
My comfort zone is doing things that have never been done before. I thrive in ambiguity to drive growth through obsessive client centricity. With a background in conflict resolution, I solve complex problems while setting the stage for the future. Clear and energizing communication and scalable process play a central role in my mission to inspire teams and align expectations. Holding myself, my team, and my partners accountable, I empower businesses to achieve their potential.*Silicon Valley Business Journal 2020 Woman of Influence*Initiated strategic partnership program improving lead quality and increasing average sales price by 10x.*Designed and implemented third-party strategies that resulted in cost savings, automation, and efficiency programs to achieve 25% to 100% profit margin increases in multi-billion dollar organizations. *Established institutional account management team increasing customer satisfaction rates by 75% and leading to new global client acquisition.Specialties - Fintech- Strategic Partnerships - Roll-up-your-sleeves Entrepreneurialism- Business Development- Brand Development - Public Speaking and Advocacy- Strategic Planning and Implementation- Business Transformation- Performance Management and Optimization- Risk Assessment and Mitigation- Program Development and Management- Customer Service and Customer Success - Global Relationship Development - Business Operations- Leadership Development
Listed skills include Fixed Income, Global Custody, Client Liaison, Customer Experience, and 36 others.
Current workplace
Marla Sofer's current company
Company context helps verify the profile and gives searchers a useful next step.
15 roles
Marla Sofer work experience
A career timeline built from the work history available for this profile.
Senior Executive Coach
CurrentFintech, WealthTech, Personalization, Financial Identity, Strategic Partnerships, Leadership, Consensus Building, Team Motivation and Alignment, Startup, Women's Networks and Communities
Aug 2024 - Present
Executive Member
Current
Jan 2024 - Present
Advisor
Current
Mar 2023 - Present
Advisor
Current
Mar 2023 - Present
Advisor
May 2023 - Jan 2024
Vp, Head Of Strategic Partnerships
May 2022 - Jan 2023
Financial Services Lead, Industry Solutions Cto
May 2021 - May 2022
Strategic Partner Development Director, Financial Services
Nov 2020 - May 2021
Vp Head Of Strategic Partnerships, Jemstep
Spearhead all areas of partner strategy and execution. Build and commercialize relationships with integration partners (ISVs), consulting and implementation partners, industry analysts, technology and content vendors to expand and enrich Jemstep's digital wealth offering.
Jan 2018 - Oct 2020
Head Of Business Development
Developed channel partner program to expand API distribution into desired verticals. * Partner categorization, systematic scoring, tiering, benefits, education, and nurture for ISVs, professional services firms, and tech providers* Partner contracts and product marketing collateral targeting enterprise prospects* Program success based on revenue, lead gen.
Jan 2017 - Dec 2017
Head Of Third Party Monitoring And Oversight
Created and implemented third party oversight program to support scale and product development, and comply with customer, regulator and investor requirements.
Dec 2015 - Jan 2017
Director - Global Provider Strategy
Led and aligned internal businesses behind strategic initiatives, creating opportunities for improved efficiency and service, negotiating to scale, and thoughtfully selecting partners to drive toward common goals.
Sep 2011 - Dec 2015
Vice President, Regional Investment Manager Segment Lead
Organically grew West Coast key account management team to advocate for over 150 Investment Managers' needs across J.P. Morgan's securities servicing bank. Increased automation, met evolving regulatory requirements, and improved customer satisfaction.
Aug 2006 - Sep 2011
Assistant Treasurer
Managed high-net-worth client relationships and Latin American representative offices in 5 countries
Jan 2004 - Aug 2006
4 education records
Marla Sofer education
Mba, Business Strategy
Rutgers University - Newark
Ba, Sociology, Hebrew
The University Of Texas At Austin
Master'S Coursework, Conflict Research
The Hebrew University Of Jerusalem
Peace Studies And Conflict Resolution
American University
FAQ
Frequently asked questions about Marla Sofer
Quick answers generated from the profile data available on this page.
What company does Marla Sofer work for?
Marla Sofer works for knomee.
What is Marla Sofer's role at knomee?
Marla Sofer is listed as Founder & CEO @Knomee building into the chasm keeping you from financial confidence. Keynote speaker and advisor helping people and companies have meaningful impact | ex BlackRock, Microsoft, J.P. Morgan, Carta at knomee.
What is Marla Sofer's email address?
AeroLeads has found 2 work email signals at @lendingclub.com for Marla Sofer at knomee.
What is Marla Sofer's phone number?
AeroLeads has found 2 phone signal(s) with area code 415, 650 for Marla Sofer at knomee.
Where is Marla Sofer based?
Marla Sofer is based in San Francisco Bay Area, United States, United States while working with knomee.
What companies has Marla Sofer worked for?
Marla Sofer has worked for Knomee, Exponentup, Hipower, Allindex - Personalized Investing, and Mindset Technologies: Cognitive Monitoring.
How can I contact Marla Sofer?
You can use AeroLeads to view verified contact signals for Marla Sofer at knomee, including work email, phone, and LinkedIn data when available.
What schools did Marla Sofer attend?
Marla Sofer holds Mba, Business Strategy from Rutgers University - Newark.
What skills is Marla Sofer known for?
Marla Sofer is listed with skills including Fixed Income, Global Custody, Client Liaison, Customer Experience, Operations Management, Business Strategy, Asset Managment, and Straight Through Processing.
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