Jemstep helps financial institutions deliver a digital investing experience to their customers. We focus on the customer and advisor experience, starting with the identification of the customer’s financial goals, and attitudes about risk, and then map them to suitable investments to help them track progress toward those goals. Until now, wealth management has only been accessible to the wealthier segment of the US market. We focus on seamless integrations with other solution providers to lower costs...

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Q&A with Marla Sofer, VP of Strategic Partnerships at Jemstep

MEDIA 7 | February 26, 2020

Marla Sofer, VP of Strategic Partnerships at Jemstep drives growth through obsessive client centricity. With a background in conflict resolution, Marla negotiates solutions to complex problems while setting the stage for the future. She has designed and implemented third-party strategies that resulted in cost savings, automation, and efficiency programs to achieve 25% to 100% profit margin increases in multi-billion dollar organizations. Deck 7: What drew you towards your profession and to Jemstep? How has your previous employment experience aided your tenure at Jemstep? MARLA SOFER: My career path has been more opportunistic than linear, although a common thread has woven through each position. My studies centered on negotiation and mediation and then I began fundraising at a not-for-profit. Shortly afterward, I shifted into private banking, where I worked closely with high-net-worth clients and managed bank operations for branch offices across Latin America. I then serviced institutional investors and grew an account management team at J.P. Morgan. That experience enabled me to transition to BlackRock, where I led our global provider strategy with banks, index licensors, and market data providers. Near the end of 2015, I sought a transition into the rapidly emerging world of Fintech, leveraging the financial services skills I had developed with both private and institutional investors, negotiating global agreements, and overseeing complex operational relationships valued in the hundreds of millions of dollars. At Lending Club, I ran third party oversight and monitoring, preparing the software platform for institutional investment and strict regulatory compliance. I then led business development for Xignite, where I focused on simplifying access and usability of market data with well constructed APIs. In my current role leading strategic partnerships at Jemstep, I call

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Q&A with Marla Sofer, VP of Strategic Partnerships at Jemstep

MEDIA 7 | February 26, 2020

Marla Sofer, VP of Strategic Partnerships at Jemstep drives growth through obsessive client centricity. With a background in conflict resolution, Marla negotiates solutions to complex problems while setting the stage for the future. She has designed and implemented third-party strategies that resulted in cost savings, automation, and efficiency programs to achieve 25% to 100% profit margin increases in multi-billion dollar organizations. Deck 7: What drew you towards your profession and to Jemstep? How has your previous employment experience aided your tenure at Jemstep? MARLA SOFER: My career path has been more opportunistic than linear, although a common thread has woven through each position. My studies centered on negotiation and mediation and then I began fundraising at a not-for-profit. Shortly afterward, I shifted into private banking, where I worked closely with high-net-worth clients and managed bank operations for branch offices across Latin America. I then serviced institutional investors and grew an account management team at J.P. Morgan. That experience enabled me to transition to BlackRock, where I led our global provider strategy with banks, index licensors, and market data providers. Near the end of 2015, I sought a transition into the rapidly emerging world of Fintech, leveraging the financial services skills I had developed with both private and institutional investors, negotiating global agreements, and overseeing complex operational relationships valued in the hundreds of millions of dollars. At Lending Club, I ran third party oversight and monitoring, preparing the software platform for institutional investment and strict regulatory compliance. I then led business development for Xignite, where I focused on simplifying access and usability of market data with well constructed APIs. In my current role leading strategic partnerships at Jemstep, I call

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