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Sofia Esposito is listed as Wealth Manager at LPL Financial at LPL Financial, a company with 7900 employees, based in Brooklyn, New York, United States. AeroLeads shows a matched LinkedIn profile for Sofia Esposito.
Sofia Esposito previously worked as Wealth Manager at Lpl Financial and FP&A - Retail at Jhsf. Sofia Esposito holds Master'S Degree, Management from Nova School Of Business And Economics.
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Are you looking for ways to reach your financial goals in today's volatile markets? Whether you're saving for retirement, college for your kids, or some other need, you may not be sure what to do next, or if you can do anything at all. That's where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you create a plan to get you back on track to pursuing your goals. Together, we'll find investment opportunities that align with your financial goals in today's uncertain markets. Together, we'll make your dreams more within reach.Securities and advisory services provided by LPL Financial, a Registered Investment Advisor. Member FINRA (finra.org) / SIPC (sipc.org).Financial professionals associated with Patrick Devaney may only discuss and/or conduct business with residents of states where they are properly registered or licensed. No offer may be made or accepted to residents of any other state.Business oriented professional with a 10 year experience on Retail dealing with a fast pace and dynamic environment. Deep business knowledge focused in process improvements in order to achieve better performance and results with information sharing among departments and team development
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New York, United States
Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section aboveThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The LPL Financial.
São Paulo, Brasil
Budget and Forecast- Create a model to satisfy both views, Income Statement and Cash Flow, by brand;- Generate a best estimate of Cash Flow for this month and the next one in order to support business decisions;Monthly Closing- Responsible for elaborating analyses and reports of Actual vs Budget (Income Statement and Cash Flow);- Develop templates to.
São Paulo E Região, Brasil
Budget and Forecast- Elaborate Medium-Term Plan (MTP) for both divisions (Fashion and Frangrance & Beauty);- Prepare, consolidate and raise to a new level Budget/Forecast presentation standards.Monthly Closing - P&L- Structure monthly closing routine of reports (Sales, GM, Marketing investiments, operating expenses).Business Partner & Ad hoc analyses.
São Paulo Area, Brazil
Team- Lead people and develop soft skills among us;- Elaborate business and/or technical training to augment team's analyses;- Focus to improve work environment based on Great Place To Work; Budget and Forecast- Responsible for modelling a 5 year business plan including an industry on it;- Responsible to lead budget process in partnership with all.
São Paulo Area, Brazil
Budget and Forecast- TM1 Key User for LATAM: responsible to suggest and test inovations, share best practices and answer doubts into LATAM regional.- Elaborate an Employee Expenses projection model in partnership with HR;- Elaborate a CoGS projection model with Cost Controller (taking into consideration FX, price increase, discounts, level of inventory and.
São Paulo Area, Brazil
Budget and Forecast- Create a model for revenue forecast of retail (per store, month and brand) including a consolidation of other channels;- Elaborate reports containing a synthesis of main discrepancies Forecast vs Budget to be sent to HQ in Geneva;- Elaborate presentations summarizing the main indicators and reasons of divergence;- Improvements.
São Paulo Area, Brazil
Budget and forecast- Improvements on excel templates in order to ease comparison (Forecast vs Budget)- Improvements on upload process in TM1 to submit figures on time sponsored my manager (historically Brazil's affiliate never submitted on time and since sep/12 it has never been delayed anymore);- Monthly update excel templates with Actual figures for all.
Other employees you can reach at lpl.com. View company contacts for 7900 employees →
Julaine James
Colleague at Lpl FinancialFort Mill, South Carolina, United States, United States
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Jay Medders, Cia, Cfsa, Crma, Cfirs
Colleague at Lpl FinancialCharlotte Metro, United States
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Bradley Beamon
Colleague at Lpl FinancialPhoenix, Arizona, United States, United States
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Patrice Barnes
Colleague at Lpl FinancialCharlotte Metro, United States
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Boca Ray
Colleague at Lpl FinancialCharlotte Metro, United States
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Ahmed Noorwala
Colleague at Lpl FinancialSan Diego, California, United States, United States
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Justinn Nein
Colleague at Lpl FinancialGreater Philadelphia, United States
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Swetha Sripadi
Colleague at Lpl FinancialBentonville, Arkansas, United States, United States
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Paul Lebel
Colleague at Lpl FinancialCambridge, Massachusetts, United States, United States
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Arun D.
Colleague at Lpl FinancialDublin, California, United States, United States
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Quick answers generated from the profile data available on this page.
Sofia Esposito works for LPL Financial.
Sofia Esposito is listed as Wealth Manager at LPL Financial at LPL Financial.
Sofia Esposito is based in Brooklyn, New York, United States while working with LPL Financial.
Sofia Esposito has worked for Lpl Financial, Jhsf, Chanel, and L'Occitane En Provence.
Sofia Esposito's colleagues at LPL Financial include Julaine James, Jay Medders, Cia, Cfsa, Crma, Cfirs, Bradley Beamon, Patrice Barnes, and Boca Ray.
You can use AeroLeads to view verified contact signals for Sofia Esposito at LPL Financial, including work email, phone, and LinkedIn data when available.
Sofia Esposito holds Master'S Degree, Management from Nova School Of Business And Economics.
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