CoverProfile

Sophia S. Flaxen

Finance & Operations Director

RWA Wealth Partners, LLC

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

View more

Profile Information

Finance & Operations Director

RWA Wealth Partners, LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Melrose

Massachusetts

United States

Aug 19, 2024

More profiles to browse

JD
James Danna
Portfolio Trading Senior Officer
CN
Christopher Newton
Investment Analyst
Profile Photo
Daniel Almeida
Portfolio Manager, Director of Strategy Implementation
JP
Joseph Powers
Chief Investment Officer

You Might Like

KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST