Marla Sofer Email and Phone Number
Marla Sofer work email
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Marla Sofer personal email
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Marla Sofer phone numbers
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
Knomee
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Founder, CeoKnomee Jan 2023 - PresentFoster City, California, UsRevolutionizing personal finance by empowering you to align your money with your values....so you may live a meaningful, purposeful life. -
Senior Executive CoachExponentup Aug 2024 - PresentSan Jose, California, UsFintech, WealthTech, Personalization, Financial Identity, Strategic Partnerships, Leadership, Consensus Building, Team Motivation and Alignment, Startup, Women's Networks and Communities -
Executive MemberHipower Jan 2024 - PresentCalifornia, Us -
AdvisorAllindex - Personalized Investing Mar 2023 - PresentZurich, Ch -
AdvisorMindset Technologies: Cognitive Monitoring Mar 2023 - PresentZürich, Ch -
AdvisorSimetria May 2023 - Jan 2024Tel Aviv, Il -
Vp, Head Of Strategic PartnershipsCarta May 2022 - Jan 2023San Francisco, California, Us -
Financial Services Lead, Industry Solutions CtoMicrosoft May 2021 - May 2022Redmond, Washington, Us -
Strategic Partner Development Director, Financial ServicesMicrosoft Nov 2020 - May 2021Redmond, Washington, Us -
Vp Head Of Strategic Partnerships, JemstepInvesco Ltd. Jan 2018 - Oct 2020Atlanta, Georgia, UsSpearhead 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. -
Head Of Business DevelopmentXignite Jan 2017 - Dec 2017Jersey City, New Jersey, UsDeveloped 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, key account referrals, target segment exposure, product development, and joint marketing initiatives -
Head Of Third Party Monitoring And OversightLending Club Dec 2015 - Jan 2017San Francisco, California, UsCreated and implemented third party oversight program to support scale and product development, and comply with customer, regulator and investor requirements. -
Director - Global Provider StrategyBlackrock Sep 2011 - Dec 2015New York, Ny, UsLed 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. -
Vice President, Regional Investment Manager Segment LeadJpmorgan Chase Aug 2006 - Sep 2011New York, Ny, UsOrganically 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. -
Assistant TreasurerBank Leumi Usa Jan 2004 - Aug 2006New York, New York, UsManaged high-net-worth client relationships and Latin American representative offices in 5 countries
Marla Sofer Skills
Marla Sofer Education Details
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Rutgers University - NewarkBusiness Strategy -
The University Of Texas At AustinHebrew -
The Hebrew University Of JerusalemConflict Research -
American UniversityPeace Studies And Conflict Resolution
Frequently Asked Questions about Marla Sofer
What company does Marla Sofer work for?
Marla Sofer works for Knomee
What is Marla Sofer's role at the current company?
Marla Sofer's current role is 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.
What is Marla Sofer's email address?
Marla Sofer's email address is ma****@****ail.com
What is Marla Sofer's direct phone number?
Marla Sofer's direct phone number is +141594*****
What schools did Marla Sofer attend?
Marla Sofer attended Rutgers University - Newark, The University Of Texas At Austin, The Hebrew University Of Jerusalem, American University.
What are some of Marla Sofer's interests?
Marla Sofer has interest in Little League, Children, Economic Empowerment, Civil Rights And Social Action, Education, Home Improvement, Home Decoration.
What skills is Marla Sofer known for?
Marla Sofer has skills like Fixed Income, Global Custody, Client Liaison, Customer Experience, Operations Management, Business Strategy, Asset Managment, Straight Through Processing, Asset Management, Securities, Strategy, Bloomberg.
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