Marla Sofer

Marla Sofer Email and 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 @ knomee
Marla Sofer's Location
San Francisco Bay Area, United States, United States
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

Marla Sofer's Current Company Details
knomee

Knomee

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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
Marla Sofer Work Experience Details
  • Knomee
    Founder, Ceo
    Knomee Jan 2023 - Present
    Foster City, California, Us
    Revolutionizing personal finance by empowering you to align your money with your values....so you may live a meaningful, purposeful life.
  • Exponentup
    Senior Executive Coach
    Exponentup Aug 2024 - Present
    San Jose, California, Us
    Fintech, WealthTech, Personalization, Financial Identity, Strategic Partnerships, Leadership, Consensus Building, Team Motivation and Alignment, Startup, Women's Networks and Communities
  • Hipower
    Executive Member
    Hipower Jan 2024 - Present
    California, Us
  • Allindex - Personalized Investing
    Advisor
    Allindex - Personalized Investing Mar 2023 - Present
    Zurich, Ch
  • Mindset Technologies: Cognitive Monitoring
    Advisor
    Mindset Technologies: Cognitive Monitoring Mar 2023 - Present
    Zürich, Ch
  • Simetria
    Advisor
    Simetria May 2023 - Jan 2024
    Tel Aviv, Il
  • Carta
    Vp, Head Of Strategic Partnerships
    Carta May 2022 - Jan 2023
    San Francisco, California, Us
  • Microsoft
    Financial Services Lead, Industry Solutions Cto
    Microsoft May 2021 - May 2022
    Redmond, Washington, Us
  • Microsoft
    Strategic Partner Development Director, Financial Services
    Microsoft Nov 2020 - May 2021
    Redmond, Washington, Us
  • Invesco Ltd.
    Vp Head Of Strategic Partnerships, Jemstep
    Invesco Ltd. Jan 2018 - Oct 2020
    Atlanta, Georgia, Us
    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.
  • Xignite
    Head Of Business Development
    Xignite Jan 2017 - Dec 2017
    Jersey City, New Jersey, Us
    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, key account referrals, target segment exposure, product development, and joint marketing initiatives
  • Lending Club
    Head Of Third Party Monitoring And Oversight
    Lending Club Dec 2015 - Jan 2017
    San Francisco, California, Us
    Created and implemented third party oversight program to support scale and product development, and comply with customer, regulator and investor requirements.
  • Blackrock
    Director - Global Provider Strategy
    Blackrock Sep 2011 - Dec 2015
    New York, Ny, Us
    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.
  • Jpmorgan Chase
    Vice President, Regional Investment Manager Segment Lead
    Jpmorgan Chase Aug 2006 - Sep 2011
    New York, Ny, Us
    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.
  • Bank Leumi Usa
    Assistant Treasurer
    Bank Leumi Usa Jan 2004 - Aug 2006
    New York, New York, Us
    Managed high-net-worth client relationships and Latin American representative offices in 5 countries

Marla Sofer Skills

Fixed Income Global Custody Client Liaison Customer Experience Operations Management Business Strategy Asset Managment Straight Through Processing Asset Management Securities Strategy Bloomberg Equities Banking Financial Services Analysis Investments Portfolio Management Mutual Funds Management Middle Office Investment Banking Alternative Investments Wealth Management Hedge Funds Etfs Derivatives Bonds Capital Markets Series 7 Due Diligence Crm Investment Management Emerging Markets Relationship Management Risk Management Leadership Strategic Planning Financial Analysis Financial Markets

Marla Sofer Education Details

  • Rutgers University - Newark
    Rutgers University - Newark
    Business Strategy
  • The University Of Texas At Austin
    The University Of Texas At Austin
    Hebrew
  • The Hebrew University Of Jerusalem
    The Hebrew University Of Jerusalem
    Conflict Research
  • American University
    American University
    Peace 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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