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, Inc., where he applies his deep expertise in corporate finance and strategic planning. His background includes serving as Interim CFO at NetApp. He holds an MBA from Golden Gate University and a BSC from Santa Clara University, and is described by peers as an "extraordinarily capable" financial executive.

Jeffreys career is centered in Silicon Valley, where he is a member of the Silicon Valley Executive Network. His academic and professional life in the Bay Area suggests a connection to the local community and its activities. He is focused on fostering innovation and partnerships within the financial technology sector.

He recently played a pivotal role in SavvyMoneys significant achievements, including a $45 million growth investment and an acquisition of CreditSnap.

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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
Announced a $45 million growth investment for SavvyMoney, demonstrating his focus on scaling the company and securing capital for major expansion initiatives.
Strategic Acquisitions
Expressed excitement over acquiring CreditSnap, indicating a focus on growth through strategic M&A to enhance technology and team capabilities.
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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

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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