Jeffrey Kagan

Jeffrey Kagan is a seasoned professional with a distinguished career in helping businesses succeed with their funding needs. With experience ranging from startups to companies generating $50 million in revenue, he specializes in areas such as Real Estate, Lines of Credit, SBA loans, Equipment Funding, Leasing, and more. Jeffrey's expertise lies in providing industry secrets to assist companies in maximizing their fundability, securing substantial financial resources at competitive rates and terms, all without requiring personal guarantees. He emphasizes leveraging the credit report of businesses to access corporate credit, transforming the funding landscape for entrepreneurs. Jeffrey's educational background includes a Master's Degree in Finance from NYU Stern School of Business and a Bachelor's Degree in Finance from Emory University. Additionally, he attended Livingston High School. Throughout his career, Jeffrey has held notable roles such as Regional Managing Partner, Chief Revenue Officer, Managing Director of Financial Services, and Senior Vice President at various prominent organizations in the financial sector, including Assurance Business Concepts, Primary Insight LLC, SERMO, Guidepoint Global, Gerson Lehrman Group, Convergex, Criterion Research Group LLC, Charles Schwab, and Instinet Corporation.