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Jeffrey Kagan

Chief Revenue Officer (CRO)

Jeffrey Kagan is a seasoned consultative sales executive with a strong background in selling SaaS products, research, and data. His expertise lies in developing cutting-edge research tools, leading high-performing sales teams, and successfully selling high-value research and software solutions to various entities such as Corporations, Consultancies, Hedge Funds, Real Money Accounts, and Private Equity Firms.

Having studied at Livingston High School, attained a Master's Degree in Finance from NYU Stern School of Business, and earned a Bachelor's Degree in Finance from Emory University, Jeffrey Kagan possesses a solid educational foundation that complements his professional experience.

Throughout his career, Jeffrey has held key positions at reputable organizations. He served as the Chief Revenue Officer (CRO) at Primary Insight, LLC, held the role of Executive Vice President of Business Development at Survata, and was formerly the Managing Director of Financial Services at SERMO (formerly WorldOne). Additionally, he has worked in executive roles at Guidepoint Global, Gerson Lehrman Group, Convergex, and held positions at Charles Schwab and Instinet Corporation.

Jeffrey Kagan's exceptional leadership skills and collaborative approach have consistently driven his sales teams to achieve substantial bottom-line results, showcasing his ability to motivate and guide teams towards success.

Jeffrey Kagan
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Location

Short Hills, New Jersey