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Robert Goldbaum

Operations Leader & FinTech Strategist

Robert Goldbaum is an experienced private investment executive known for driving innovative technology solutions in operational and reporting challenges across various areas including capital raising, due diligence, and compliance.

He has a background in BA in Accounting and Psychology from Michigan State University and has held roles in various reputable organizations such as FinAdvantage Consulting, OpsRunner LLC, and Burgiss.

With a demonstrated passion for process improvements and automation, Robert has excelled in strategic partnerships, product management, marketing, and M&A, showcasing his capabilities as a global team builder.

Highlights

Mar 27 · linkedin

I’m happy to share that I’m starting a new position as President at FinAdvantage Consulting! I'm honored to help this long-running accounting and financial operations firm expand its footprint in North America by scaling CPAs, RIAs, family offices, real estate investment & management firms, fund administrators, and more.

Robert Goldbaum
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Location

Greater Chicago Area