Jeffrey Bergmann

Inspirer
DISC Type : id

Chief Financial Officer at SavvyMoney, Inc.

Pleasanton, California, United States

Overview

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.

Personality Overview

Achievment Oriented

Decisive

Charming & Persuasive

They respond well to objective pitches but also attach some value to relationships.  They measure a product on its merit but can be influenced by strong testimonials. They don’t mind taking a stand if they believe in something.

Topics They Care 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.
Financial Wellness
Actively promotes his company's mission of empowering consumer financial well-being through innovation and strategic partnerships with financial institutions.

Media Appearances

Jeffrey has no verified media appearances

Work History

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

Education

1978 - 1981
Master of Business Administration (M.B.A.) from Golden Gate University
1974 - 1976
BSC from Santa Clara University

More Information

Social Presence :

Prographics :

Exp : 47 Location : Pleasanton, California, United States Job Level : Leadership Designation : Chief Financial Officer at SavvyMoney, Inc.
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Clearly address the competitive aspects
  • Get them to a point where they are ready to bat for your product internally
  • Focus on the big picture and the strategic value of your product

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be very informal even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Jeffrey

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Jeffrey take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Jeffrey

Personality Compatibility


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