Lee Taggart

Go-getter
DISC Type : d

Vice President Operations and CFO at Rutgers University Foundation

Philadelphia, Pennsylvania, United States

Overview

Lee Taggart is a seasoned higher education finance and operations leader, currently serving as the Vice President of Operations and CFO at Rutgers University Foundation. After a notable 20-year career at the University of Pennsylvania, he brings extensive expertise in strategic growth, financial stewardship, and operational integrity. He holds an M. B. A. and a Masters from UPenn.

Outside of his primary roles, Lee is a dedicated lifelong learner with a clear passion for continuous professional development. He consistently undertakes new courses to expand his skillset, recently completing certifications in Change Management, Salesforce AI, and remote leadership, demonstrating a strong commitment to self-improvement.

After two decades of building his career at the University of Pennsylvania, he recently embarked on an exciting new chapter in senior leadership at Rutgers.

Personality Overview

Direct & Candid

Self-Confident

Vision Oriented

They care equally about the product and its potential impact.  They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople.

Topics They Care About

Higher Ed Finance
Has over 20 years of experience managing finance and operations within major universities, including the University of Pennsylvania and now Rutgers University Foundation.
Operational Integrity
Their professional headline highlights a focus on stewardship and operational integrity, ensuring financial compliance and safeguarding institutional assets in their roles.
Cross-Functional Leadership
Provides executive leadership over multiple divisions at Rutgers, including Advancement Services, Finance, and Systems & Technology, showcasing a commitment to collaborative oversight.

Media Appearances

Lee has no verified media appearances

Work History

10-2025 - 11-2025
Vice President Operations and CFO at Rutgers University Foundation
9-2024 - 9-2025
Associate Director of Division Administration and Finance at University of Pennsylvania School of Medicine Gastroenterology Division
5-2022 - 8-2024
Director of Finance and Planning at School of Social Policy & Practice at the University of Pennsylvania
1-2014 - 5-2022
Deputy Finance Director at University of Pennsylvania Office of the President
4-2009 - 1-2014
Controller at University of Pennsylvania LIFE Program

Education

2011 - 2014
Master's degree from University of Pennsylvania
2006 - 2008
M.B.A. from La Salle University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Philadelphia, Pennsylvania, United States Job Level : N/A Designation : Vice President Operations and CFO at Rutgers University Foundation
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Insights For Selling To Lee

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Avoid long winding pitches, stay objective
  • Do not give up if they are not convinced, try again with a different approach
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lee is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Lee

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Lee move?

  • Their decision making speed is somewhere in the middle.
  • Can Lee take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Lee

Personality Compatibility


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