Jennifer Goldman

Jennifer Goldman Email and Phone Number

Founder, Strategic Operations Transformer and Integrator @ My Virtual COO
Boston, MA, US
Jennifer Goldman's Location
Greater Boston, United States, United States
About Jennifer Goldman

Passionate about improving small businesses so they bring more help and success to their team, clients, and community. We bring time, energy, skills and 30+ years experience with 100s of businesses that sought growth and improvement without burnout or costly missteps. Our goal is to improve People, Productivity, Profitability, and Presence of every business we help.We optimize Finances, Tech, Processes, Right People in Right Seats with Right Skills, Communication, Public Presence and encourage inclusion of providers and outside experts to boost the business in the direction you want it to go.Representative engagements include:✔ 15% Net Profit Increase✔ 50% Increase in Team Capacity✔ $600k Reduction in Expenses and $5 million Increase in Revenue✔ 55% Increase in Valuation✔ $800K Increase in Net Revenue with no client attrition.✔ Attracted $75M AUM while maintained 45% profit margin✔ 2x'd Multiple within 1 YearHealth Wealth and Advocacy Industries we serve, but aren't limited to:😷Health Professionals (Mental Therapy, Reiki, Massage, Physical Therapy, Life Science)💰Financial Planners💲Accountants⚖Attorneys representing employees and individuals📚Education Consultants🆘Non Profits that advocate for those in need (food, legal, housing)

Jennifer Goldman's Current Company Details
My Virtual COO

My Virtual Coo

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Founder, Strategic Operations Transformer and Integrator
Boston, MA, US
Website:
myvirtualcoo.com
Employees:
3
Jennifer Goldman Work Experience Details
  • My Virtual Coo
    Founder, Strategic Operations Transformer And Integrator
    My Virtual Coo
    Boston, Ma, Us
  • My Virtual Coo
    Business Operations Transformer And Integrator
    My Virtual Coo Jul 2007 - Present
    North Andover, Ma, Us
    We give leaders the expertise and support they need to transform their services businesses' People, Productivity, Profitability, and Presence and accelerate growth of their team, skills, client base, and achievement of goals. We optimize Finances, Tech, Processes, Right People in Right Seats with Right Skills, Communication, Public Presence and encourage inclusion of providers and outside experts to boost the business in the direction you want it to go.Representative engagements include:✔ 15% Net Profit Increase✔ 50% Increase in Team Capacity✔ $600k Reduction in Expenses and $5 million Increase in Revenue✔ 55% Increase in Valuation✔ $800K Increase in Net Revenue with no client attrition.✔ Attracted $75M AUM while maintained 45% profit margin✔ 2x'd Multiple within 1 YearHealth Wealth and Advocacy Industries we serve, but aren't limited to:😷Health Professionals (Mental Therapy, Reiki, Massage, Physical Therapy, Life Science)💰Financial Planners💲Accountants⚖Attorneys representing employees and individuals📚Education Consultants🆘Non Profits that advocate for those in need (food, legal, housing)
  • Vistage Worldwide, Inc.
    Vistage Speaker
    Vistage Worldwide, Inc. Jul 2024 - Present
    San Diego, California, Us
    Scaling your business can be overwhelming. And knowing what to improve first is difficult. We created a highly interactive program to learn business improvement techniques that avoid costly missteps and spark growth of team and clients. Participants learn and apply 5 Mind Shifting Techniques that have helped 1,000s of businesses expand their impact and navigate through growth. And everyone will be able to bring these acceleration techniques to their teams (and life) to implement and boost the pace of improvements, people, profitability, productivity, and presence.
  • Virtual Solutions For Advisors
    Founder
    Virtual Solutions For Advisors 2007 - Sep 2024
    Comprehensive directory of pre-vetted outsourced providers to small service business https://myvirtualcoo.com/resources/. Produced educational content on how best to work with outsourced providers through being published in national magazines, promoted the use at trade shows, and guest presented on webinars.
  • Psa Financial Center
    Coo Of Wealth Management Division
    Psa Financial Center 2006 - 2007
    Hunt Valley, Maryland, Us
    Realigned the 25+ person wealth management division in areas of business operations, processes, technology, caliber of service and staff re-calibration.
  • Wealth Management Advisors, Llc
    Director Of Business Operations And Senior Financial Planner
    Wealth Management Advisors, Llc 2003 - 2005
    Lynnfield, Ma, Us
    Led growth from $23m to $101m AUM in less than 9 months. through the development of the client base, creation of highly efficient business processes, selection/implementation/training on new tech, creation of intern training program, re-branding, and earning the trust and referrals from a 45-person tax firm.
  • Tanager Financial Services
    Senior Financial Planner & Operations Optimizer
    Tanager Financial Services 1999 - 2002
    Realigned the company's branding, portfolio reporting systems, major processes, and software to boost the firm to the highest-ever valuation for a MFO and before the sale to Caliber (Wells Fargo's Family Office division). This transformation included researching, designing, implementing, and training on new processes as well as document, task, note and email management software programs. Concurrently, provided financial planning and investment management services to 8 family offices to business owners with a total of over $2 billion net worth.
  • Lehman Brothers
    Advisor To Angel And Vc Investors
    Lehman Brothers 1998 - 1999
    Us
    Provided wealth management and business consulting services to executives of national companies, angel and VC investors.
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley 1996 - 1998
    New York, Ny, Us
    Boston's first rookie woman advisor to also create a personalized client experience, brochure, newsletter, and turnkey process to comprehensive financial planning and develop a fee-only business that rose from $0 to $22 million assets with no roots or connections in MA. Provided financial management and guidance services for business executives and small business owners.
  • Tucker Anthony Inc
    Sales Assistant
    Tucker Anthony Inc 1995 - 1996
  • M&T Bank
    Quality Control Specialist
    M&T Bank Jan 1994 - Mar 1995
    Buffalo, New York, Us
    Accomplishments include:$9 million FEMA recoupCreated tax process to identify and recoup $20 million+ escrow taxes

Jennifer Goldman Skills

Event Planning Sustainability Public Relations Social Media Research Editing Community Outreach Grant Writing Fundraising Climate Change Policy Analysis Environmental Policy Non Profits

Jennifer Goldman Education Details

  • Strategic Coach
    Strategic Coach
    Business Management And Scalability
  • Boston University
    Boston University
    Financial Planning
  • Northeastern University
    Northeastern University
    Enrolled Agent Classes
  • Boston College Carroll School Of Management
    Boston College Carroll School Of Management
    Taxation And Finance
  • University At Buffalo
    University At Buffalo
    Operations And Business Management
  • Suny Geneseo
    Suny Geneseo
    Management Science
  • Amherst Central High School
    Amherst Central High School
    General Studies

Frequently Asked Questions about Jennifer Goldman

What company does Jennifer Goldman work for?

Jennifer Goldman works for My Virtual Coo

What is Jennifer Goldman's role at the current company?

Jennifer Goldman's current role is Founder, Strategic Operations Transformer and Integrator.

What schools did Jennifer Goldman attend?

Jennifer Goldman attended Strategic Coach, Boston University, Northeastern University, Boston College Carroll School Of Management, University At Buffalo, Suny Geneseo, Amherst Central High School.

What skills is Jennifer Goldman known for?

Jennifer Goldman has skills like Event Planning, Sustainability, Public Relations, Social Media, Research, Editing, Community Outreach, Grant Writing, Fundraising, Climate Change, Policy Analysis, Environmental Policy.

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