Marla Sofer is the Founder and CEO of Knomee, where they redefine client discovery for wealth management by integrating AI-powered behavioral insights to enhance client engagement and retention. Marla has held executive roles at major financial institutions, including BlackRock, J.P. Morgan, and Microsoft, where they focused on strategic partnerships and business development. They also serve as an advisor for several fintech initiatives and lead various women's networks and communities. Marla's career is characterized by a commitment to transforming how financial services connect with clients through personalized and values-driven strategies.
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