Jennifer Goldman Email and Phone Number
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)
My Virtual Coo
View- Website:
- myvirtualcoo.com
- Employees:
- 3
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Founder, Strategic Operations Transformer And IntegratorMy Virtual CooBoston, Ma, Us -
Business Operations Transformer And IntegratorMy Virtual Coo Jul 2007 - PresentNorth Andover, Ma, UsWe 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 SpeakerVistage Worldwide, Inc. Jul 2024 - PresentSan Diego, California, UsScaling 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. -
FounderVirtual Solutions For Advisors 2007 - Sep 2024Comprehensive 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.
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Coo Of Wealth Management DivisionPsa Financial Center 2006 - 2007Hunt Valley, Maryland, UsRealigned the 25+ person wealth management division in areas of business operations, processes, technology, caliber of service and staff re-calibration. -
Director Of Business Operations And Senior Financial PlannerWealth Management Advisors, Llc 2003 - 2005Lynnfield, Ma, UsLed 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. -
Senior Financial Planner & Operations OptimizerTanager Financial Services 1999 - 2002Realigned 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.
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Advisor To Angel And Vc InvestorsLehman Brothers 1998 - 1999UsProvided wealth management and business consulting services to executives of national companies, angel and VC investors. -
Financial AdvisorMorgan Stanley 1996 - 1998New York, Ny, UsBoston'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. -
Sales AssistantTucker Anthony Inc 1995 - 1996 -
Quality Control SpecialistM&T Bank Jan 1994 - Mar 1995Buffalo, New York, UsAccomplishments include:$9 million FEMA recoupCreated tax process to identify and recoup $20 million+ escrow taxes
Jennifer Goldman Skills
Jennifer Goldman Education Details
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Strategic CoachBusiness Management And Scalability -
Boston UniversityFinancial Planning -
Northeastern UniversityEnrolled Agent Classes -
Boston College Carroll School Of ManagementTaxation And Finance -
University At BuffaloOperations And Business Management -
Suny GeneseoManagement Science -
Amherst Central High SchoolGeneral 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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