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Sophia S. Flaxen

Finance & Operations Director

Ropes Wealth Advisors

United States, Massachusetts, Melrose

About Me

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

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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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