Sophia Flaxen serves as Finance and Operations Director at Ropes Wealth, where she is responsible for managing the operational and business needs for the organization. In this capacity she manages key technology vendor relationships, financial reporting, business analysis, finances and budgeting, and overall business operations. Sophia also works with and supervises a team of operations administrators and specialists responsible for establishing new accounts, processing cash and asset transfer requests, reconciling account positions and cash, assessing fees, and administering various other client service requests. Sophia is also a member of the Business Oversight Committee of Ropes Wealth


Sophia S. Flaxen
Finance & Operations Director
Ropes Wealth Advisors
United States, Massachusetts, Melrose
About Me
Profile Information
Finance & Operations Director
Ropes Wealth Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Melrose
Massachusetts
United States
Aug 19, 2024
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