Yana Sogolov work email
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Yana Sogolov personal email
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At ProHabits and Kluge Financial, our team has honed a unique blend of customer success and wealth management expertise, fostering enduring client relationships and financial resilience. My focus has been on driving revenue growth through strategic client engagement and satisfaction initiatives, all while ensuring our customers' financial aspirations are met with meticulous planning and tailored solutions.With a collaborative approach, we've developed and implemented strategies that significantly enhance customer loyalty and organizational prosperity. Partnering with product and service teams, we've crafted solutions that precisely address client needs, fortifying our reputation for excellence in a competitive financial landscape.
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Head Of Customer SuccessProhabitsBoca Raton, Fl, Us
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Director Of Customer SuccessProhabits Jun 2019 - PresentDynamic professional with expertise in business development, relationship management & customer success. Proven record in driving revenue growth, client retention & building client relationships.Led all aspects of value delivery, relationship management, and growth for existing accounts.Managed a team of Customer Success Managers, driving revenue growth, client retention, and building strong client relationships.Developed strategies to improve customer satisfaction, retention, and growth.Collaborated with Product and Services teams to identify customer needs and develop solutions.
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Wealth Management Advisor & Director Of MarketingKluge Financial Group Llc 2017 - Present6497 NW 30TH AVENUE, BOCA RATON, FL 33496 Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity.Certified Financial Planner (CFP® ) with extensive experience in providing comprehensive financial planning services to affluent clients. Expert in wealth management, retirement planning, investment strategies, and tax planning. Proven ability to build and maintain long-term relationships, delivering personalized financial solutions that align with their goals. Skilled in leveraging financial expertise to optimize portfolios, mitigate risk, and ensure financial security. Dedicated to maintaining the highest standards of professionalism and client satisfaction. -
Digital StrategyMabbly Jan 2016 - PresentMiami/Fort Lauderdale Area"Rethink marketing & media" is the essence of Mabbly's existence. We believe the core of your digital brand is in your story. Our methodology: Story | Creative | Channel | Optimize -
Contributing WriterAdvisortv Jan 2016 - Jan 2022Miami/Fort Lauderdale AreaTHE ADVISOR: INSPIRE PASSION The nature and connotation of the word "advisor" promotes knowledge, guidance and experience. As entrepreneurs our creativity, inspiration and education is fostered through these industry leaders and mentors. This is vital to our continued passion to succeed and it is time to redefine the next level of inspirational media and entertainment. Advisor | TV aims to be the platform that reinvents curated content for entrepreneurs and business leaders. -
Business Development SpecialistCetera Financial Specialists Llc Mar 2012 - Dec 2015 -
Transition Consultant, Strategic GrowthGenworth Financial Aug 2010 - Mar 2012 -
Internal Planning SpecialistGenworth Financial Apr 2004 - Aug 2010
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Financial AdviserH&R Block 1999 - 2004 -
Personal BankerChase Bank Aug 1997 - Jan 1999Greater Chicago Area
Yana Sogolov Skills
Yana Sogolov Education Details
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Finance, General -
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Frequently Asked Questions about Yana Sogolov
What company does Yana Sogolov work for?
Yana Sogolov works for Prohabits
What is Yana Sogolov's role at the current company?
Yana Sogolov's current role is Head of Customer Success.
What is Yana Sogolov's email address?
Yana Sogolov's email address is ya****@****rth.com
What is Yana Sogolov's direct phone number?
Yana Sogolov's direct phone number is +131244*****
What schools did Yana Sogolov attend?
Yana Sogolov attended Depaul Driehaus College Of Business, University Of Chicago Graduate School Of Business, Hs, Hs.
What skills is Yana Sogolov known for?
Yana Sogolov has skills like Digital Marketing, Insurance, Finra, Financial Services, Investments, Project Management, Retirement Planning, 401k, Collaboration, Crm, Practice Management, Strategic Consulting.
Who are Yana Sogolov's colleagues?
Yana Sogolov's colleagues are Francisca Acevedo Zamorano, Sergii Cherbadzhy, Timothy Bristow.
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