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Jeff Kagan In 60 Seconds
I am an experienced entrepreneur and growth-oriented business leader with a focus on sales, business growth, operations, financial strategy, and efficiency. Over the past 30 years, I have successfully scaled and launched companies, including Med360 and Primary Insight. My career has been built on a consultative sales approach, aiming to identify clients’ pain points and provide solutions that demonstrate a return on investment (ROI). I have established a reputation for identifying opportunities, optimizing processes, and driving profitability across diverse industries.
As a Regional Director for The CFO Centre, I lead a team of highly experienced fractional CFOs. We provide business owners and CEOs with financial clarity, profit optimization, and growth strategies, allowing them to focus on what truly matters.
Track Record Highlights
- Scaled business at Primary Insight from $4MM to $30MM
- Created new business division at Sermo from scratch to $6MM in 4 years
- Created and scaled sales team at Convergex growing business from $3MM to $30MM
- At Assurance, built team producing $10MM in sales to date.
- Founding member of an Independent Research Firm that coupled fundamental equity and fixed-income research insights for the Institutional Money Management Community.
Sector Experience
- Banking & Financial Services
What's next?
To find out how we can help you scale faster, increase cash, profit and valuation and build the business which enables you to fulfil your life's ambition, please book your 30 minute Discovery Call below...
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