My Virtual COO™ was started in August 2007 by Jen Goldman, CFP®. COO has worked with hundreds of independent investment and financial planning firms ranging from 2 to 50 employees, managing $50m AUM to $5 billion, and spanning from Maine to New Mexico. COO has and continues to provide guidance on operational excellence and worked alongside financial advisory firms that seek to be educated and implement and maximize the use of systems and their people. In 2009, COO created the first online directory of pre-vetted USA-based outsourcers that provide services ranging from reception, administrative, financial planning, ghost writing to C-level interim executives, investment reporting personnel and more. It has always been COO's mission to improve the substantiality of independent firms so the independent industry can assist more people in obtaining financial independence and also have their firms live beyond the founder's lifespan.
Jennifer started her career as Quality Control Assistant at M&T Bank after graduating college early. She tightened financial controls and procedures and recovered $25 million for the Mortgage Lending division. Jennifer then joined Smith Barney in Boston MA as first woman rookie, became a Certified Financial Planner, attracted $22 million AUM of fee-based managed assets, and provided more details
Kristen started her career as Operations Manager for the billion dollar, Midwest-based RIA firm, Annex Wealth Management. She spent 10 years successfully managing Annex's growth by implementing strategic leadership, project management, system integration, and process improvement. Kristen was also an invited member of TD Ameritrade's Operations Committee... more details
Andrew began his career in the back-office at PIMCO after completing his B.S. in Finance and Economics at USC. He left PIMCO to complete an MBA in Finance and joined Bank of America as a mortgage-backed security analytics specialist and later as an FX product specialist. Andrew transitioned into technology as a FX credit risk Technology Project Manager while at Bank of America. more details
Renee Lomax handles all aspects of accounting for COO and other businesses to monitor and improve the bottom line. Renee comes to us with over 20 years in more details
Bernard R. Adams, Esq., CFP® is a business strategist and structure expert for registered investment advisory and financial services provider firms. more details
Apolz Tamayo is COO's Marketing Implementer and manages the website, MailChimp, social media, online marketing, more details