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    Greg Cagley

    Director of Customer Success at YCharts

    Greg Cagley is a seasoned FinTech and Customer Success Professional with a strong focus on exceeding client and team expectations.

    With a background in Marketing, Greg studied BBA at The University of Iowa Tippie College of Business, laying a solid foundation for his professional journey.

    Currently, Greg holds the position of Director of Customer Success at YCharts, where he leads initiatives to drive customer satisfaction and success.

    Prior to his current role, Greg has showcased his expertise in various positions at YCharts, starting from Customer Success Manager to Senior Customer Success Manager in the Central US & Canada regions.

    Before joining YCharts, Greg gained valuable experience as a Financial Advisor at Edward Jones and honed his skills in sales and business development roles at Keyot, including as a Business Delivery Coordinator and Business Process Consultant at Wells Fargo Home Mortgage.

    Additionally, Greg's diverse professional background includes roles in enterprise sourcing & procurement consulting at UnitedHealth Group, IT process analysis at MoneyGram Intl, and Customer Success Management at FactSet.

    During his career journey, Greg's overarching aim has been to excel in customer success, utilizing his process-oriented approach to deliver optimal solutions and enhance client satisfaction.

    Greg thrives in dynamic environments that foster learning, growth, and collaborative success, always striving to go above and beyond for his clients and teammates.

    With a passion for helping others succeed, Greg embodies a dedication to excellence and a commitment to driving positive outcomes in all his endeavors.

    Greg Cagley
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    Location

    Greater Tampa Bay Area