Jeffrey Bergmann in

Jeffrey Bergmann

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Chief Financial Officer at SavvyMoney, Inc.
📍 Pleasanton, California, United States

Jeffrey Bergmann is the Chief Financial Officer at SavvyMoney, leveraging extensive experience from his 20-year tenure at NetApp, where he held roles including Interim CFO and VP of Corporate Finance. He earned his BSC from Santa Clara University and an MBA from Golden Gate University, specializing in strategic financial planning and management.

He recently guided SavvyMoney through a $45 million growth investment and the strategic acquisition of CreditSnap, reflecting his focus on expansion. He is passionate about the companys mission to empower financial well-being through innovative technology and key partnerships.

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Experience
47 Years
Current Role
Chief Financial Officer
Job Level
Leadership
Location
Pleasanton, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jeffrey cares about

FinTech Growth Strategy
Recently announced a $45 million growth investment and the acquisition of CreditSnap, signaling a strong focus on scaling the business and expanding market presence.
SaaS Platform Scaling
He celebrated launching SavvyMoney's 1, 000th financial institution partner, highlighting his focus on growing the company's SaaS platform and partnerships.
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Career

Work history

9-2020
Chief Financial Officer
SavvyMoney, Inc.
4-2018 - 6-2020
Vice President, Corporate Finance and Interim CFO
NetApp
12-2015 - 4-2018
Vice President, Corporate FP&A
NetApp
6-2009 - 12-2015
Vice President, Tax
NetApp
2008 - 2010
Member
Silicon Valley Executive Network
In the press

Media appearances

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Education
1978 - 1981
Master of Business Administration (M.B.A.)
Golden Gate University
1974 - 1976
BSC
Santa Clara University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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