Jeff Bogan, Co-Founder and CFO at Upgrade, Inc.
Professional Role and Responsibilities
Jeff Bogan is the Co-Founder and Chief Financial Officer (CFO) at Upgrade, Inc., a financial technology company headquartered in San Francisco, California. In his role as CFO, Jeff is primarily focused on building the finance, HR, and real estate functions to support the burgeoning growth of the company. Upgrade, Inc. has gained notable recognition for offering products like personal loans, rewards credit cards, checking accounts, and credit monitoring tools, aiming to provide affordable and responsible credit solutions to mainstream consumers.
Industry Experience and Background
Before co-founding Upgrade, Jeff Bogan amassed significant experience in the financial sector:
- Lending Club: Bogan played a crucial role as the Head of Institutional Group, where he sourced over $15 billion in capital from retail, institutional, and financial institutions. He also managed platform funding, balancing the flow of funds between investors and borrowers.
- Investment Banking: His career includes an extensive 8-year tenure in investment banking at reputable institutions like Morgan Stanley, Greenhill & Co., and SunTrust. His roles primarily involved providing M&A advice and raising capital, focusing mainly on financial institutions.
Educational Background
Jeff Bogan’s robust educational background includes:
- MBA from Harvard Business School, where he honed skills in strategic finance and leadership.
- BBA from The University of Georgia, laying a strong foundation in business administration and finance.
Personal Interests
Outside of his professional commitments, Jeff enjoys skiing with his family and is an avid college football fan.
Notable Achievements and Contributions
- Upgrade, Inc.: Jeff has been pivotal in helping Upgrade become one of the fastest-growing credit card companies in the market.
- Innovators' Pledge: Highlighted by the University of Georgia, Jeff has been recognized for his contributions to the financial technology sector and his commitment to providing responsible financial products.
Key Company Information: Upgrade, Inc.
- Industry: FinTech, Banking, Credit, Financial Services
- Products: Personal loans, rewards credit cards, checking accounts, and credit monitoring tools.
- Headquarters: 275 Battery Street, 23rd Floor, San Francisco, CA 94111, USA
- Board of Directors: Includes notable figures like Anju Patwardhan, Chris Gottschalk, Dr. Joseph L. Breeden, and Meyer "Micky" Malka.
Actionable Insights
Understanding Jeff Bogan’s extensive background in finance and significant role at Upgrade, Inc., there are several insights that can be leveraged for a strategic approach:
- Highlighting Financial Technology Synergies: Emphasizing potential partnership or collaboration in developing innovative financial products tailored to responsible credit management.
- Capital Sourcing Expertise: Engaging Jeff in discussions about capital allocation strategies, especially in regards to institutional investments.
- Leadership and Growth Management: Focusing on Jeff’s experience in scaling financial operations, which could be valuable for strategic consultations on business expansion initiatives.
This comprehensive profile underscores Jeff Bogan's pivotal role in the financial technology landscape and contributions to the growth and development of Upgrade, Inc., offering valuable insights for informed professional interactions.
