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Jennifer Goldman Email & Phone Number
Founder, Strategic Operations Transformer and Integrator
at
My Virtual COO
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✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Founder, Strategic Operations Transformer and Integrator
Location
Greater Boston, United States, United States
Company size
Who is Jennifer Goldman? Overview
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Quick answer
Jennifer Goldman is listed as Founder, Strategic Operations Transformer and Integrator at My Virtual COO, a company with 3 employees, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Jennifer Goldman.
Jennifer Goldman previously worked as Business Operations Transformer and Integrator at My Virtual Coo and Vistage Speaker at Vistage Worldwide, Inc.. Jennifer Goldman holds Business Management And Scalability from Strategic Coach.
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My Virtual COO
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Profile bio
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)
Listed skills include Event Planning, Sustainability, Public Relations, Social Media, and 9 others.
Current workplace
Jennifer Goldman's current company
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My Virtual Coo
11 roles · 31 years
Jennifer Goldman work experience
A career timeline built from the work history available for this profile.
Business Operations Transformer And Integrator
CurrentWe 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.
Jul 2007 - Present
Vistage Speaker
CurrentScaling 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.
Jul 2024 - Present
Founder
Virtual Solutions For Advisors
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.
2007 - Sep 2024
Coo Of Wealth Management Division
Realigned the 25+ person wealth management division in areas of business operations, processes, technology, caliber of service and staff re-calibration.
2006 - 2007
~1 yr
Director Of Business Operations And Senior Financial Planner
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.
2003 - 2005
~2 yrs
Senior Financial Planner & Operations Optimizer
Tanager Financial Services
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.
1999 - 2002
~3 yrs
Advisor To Angel And Vc Investors
Provided wealth management and business consulting services to executives of national companies, angel and VC investors.
1998 - 1999
~1 yr
Financial Advisor
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.
1996 - 1998
~2 yrs
Sales Assistant
1995 - 1996
~1 yr
Quality Control Specialist
Accomplishments include:$9 million FEMA recoupCreated tax process to identify and recoup $20 million+ escrow taxes
Jan 1994 - Mar 1995
7 education records
Jennifer Goldman education
Business Management And Scalability
Strategic Coach
Graduate, Financial Planning
Boston University
Enrolled Agent Classes
Northeastern University
Graduate Studies In Taxation, Regression Analysis And Finance, Taxation And Finance
Boston College Carroll School Of Management
Graduate Studies In Operations, Operations And Business Management
University At Buffalo
Bachelor, Management Science
Suny Geneseo
Honors, General Studies
Amherst Central High School
FAQ
Frequently asked questions about Jennifer Goldman
Quick answers generated from the profile data available on this page.
What company does Jennifer Goldman work for?
Jennifer Goldman works for My Virtual COO.
What is Jennifer Goldman's role at My Virtual COO?
Jennifer Goldman is listed as Founder, Strategic Operations Transformer and Integrator at My Virtual COO.
Where is Jennifer Goldman based?
Jennifer Goldman is based in Greater Boston, United States, United States while working with My Virtual COO.
What companies has Jennifer Goldman worked for?
Jennifer Goldman has worked for My Virtual Coo, Vistage Worldwide, Inc., Virtual Solutions For Advisors, Psa Financial Center, and Wealth Management Advisors, Llc.
How can I contact Jennifer Goldman?
You can use AeroLeads to view verified contact signals for Jennifer Goldman at My Virtual COO, including work email, phone, and LinkedIn data when available.
What schools did Jennifer Goldman attend?
Jennifer Goldman holds Business Management And Scalability from Strategic Coach.
What skills is Jennifer Goldman known for?
Jennifer Goldman is listed with skills including Event Planning, Sustainability, Public Relations, Social Media, Research, Editing, Community Outreach, and Grant Writing.
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