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Jen Goldman, Business Transformer, CFPยฎ

Ignites Service Businesses to Maximize Growth & Operations ๐Ÿ”ฅ Business Transformation Specialist - Scalability Consultant - Growth Activator - Corporate Fusion Authority #ChangeManagement #BusinessConsultant
Greater Boston
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Profile Image for Jen Goldman, Business Transformer, CFPยฎ

Jen Goldman, Business Transformer, CFPยฎ

Ignites Service Businesses to Maximize Growth & Operations ๐Ÿ”ฅ Business Transformation Specialist - Scalability Consultant - Growth Activator - Corporate Fusion Authority #ChangeManagement #BusinessConsultant
Greater Boston
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Jennifer Goldman is a business transformation specialist, with a focus on helping service-based businesses overcome hurdles to achieve scalability and long-term profitability. With over 30 years of experience in management, change, and operations, she has consulted with more than a thousand service businesses, and spent over 31,000 hours helping them succeed. Jennifer is an expert in business boosting methods such as IDEOSยฎ, Holistic Business, TechFlow Game Planยฎ, Change Visualization, and more. She studied business management and scalability at Strategic Coach, and has undertaken graduate studies in taxation, regression analysis and finance, taxation, finance, operations, and business management.

Throughout her professional experience, Jennifer has held various roles in financial planning and wealth management companies, including as adviser to Angel and VC investors at Lehman Brothers, COO Wealth Management Division at PSA Financial Center, and Director of Business Operations and Senior Financial Planner at Wealth Management Advisors, LLC. She has also founded a Virtual Solutions Provider for financial advisors, and coached and consulted businesses in various industries to help them achieve growth and sustainability.

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