Sofia Roper Email & Phone Number

New York, NY, US

• Spearhead strategic initiatives to drive operational excellence across geographically dispersed departments, utilizing virtual collaboration tools to ensure seamless communication.
• Implement digital automation strategies, increasing efficiency by 20% and enabling scalable remote operations.
• Orchestrate cross-functional collaboration in a distributed work environment, enhancing team performance and cohesion.
• Leverage cloud-based analytics platforms to guide resource allocation and profitability strategies across multiple time zones.

As an experienced financial coach and tech advisor, I’m dedicated to empowering women to maximize their financial knowledge and tech skills and develop a prosperity mindset. I guide them in streamlining their workflows, mastering essential tools, and building strategies that help them work efficiently and achieve their personal and professional goals.

• As a self-employed Business Strategist & Digital Consultant, I provided comprehensive business and lifestyle planning. My role involved identifying and eliminating roadblocks and supporting clients in achieving their.
• Delivered tailored digital solutions to global clients, boosting business efficiency through cloud-based automation and remote process improvements.
• Revitalized businesses through virtual strategic consulting, achieving turnarounds in under 30 days for clients worldwide.
• Designed and managed WordPress websites, digital sales funnels, and integrated payment systems, increasing client revenue in diverse markets.Client Testimonial:"Right from the 'get-go', I have loved Sofia's style. She.

Knoxville, Tennessee, US

• Managed 190+ client accounts remotely, providing virtual advisory services for complex 401(k) plans.
• Developed and delivered online client success training programs, reducing virtual onboarding time by 25%.
• Collaborated with financial advisors and business owners across multiple time zones to enhance customer satisfaction and retention.

• Provided personalized financial planning services to over 80 clients, including asset allocation, investment advice, and retirement planning.
• Developed comprehensive financial plans tailored to the unique needs of divorcing clients, collaborating with attorneys, CPAs, and estate planners to achieve equitable settlements.
• Led workshops on financial planning and ‘Women in Transition,’ empowering clients to make informed decisions about their financial future.
• Exceeded sales expectations by 600% in just two years, outperforming experienced advisors during a challenging economic climate.
• Mitigated client investment losses by 25% during the 2008 financial crisis through proactive portfolio management and risk mitigation strategies.

Milwaukee, WI, US

• Designed and delivered engaging workshops focused on financial planning and career transition for laid-off senior-level employees.
• Empowered attendees with practical skills and strategies to navigate challenging career transitions, resulting in high levels of participant satisfaction.
• Worked closely with program administrators to continuously improve workshop content based on feedback and evolving market trends.

Certified Financial Planning Program

Salesforce Administrator