Dave Hagen Email & Phone Number

Ex-Goldman | Ex-Thomson | WealthTech Leader | CCO/CPO/CMOFintech executive with over 25 years experience. Senior leader with record of achievement overseeing strategic product, marketing, and business development initiatives, specializing in cloud/SaaS software and emerging technologies. Proven expertise in product management and marketing, digital strategy, customer acquisition, business development, public relations, social media and integrated marketing for start-up to Fortune 100 corporations. Achievements:• Expertise in go-to-market execution with distinction developing next-generation products and channel strategy, resulting in sales of $500M+ in software, services, and investment products to global brands.• Select to small group leadership pod responsible for driving sale of Folio Financial, a self-clearing broker and RIA custodian, to Goldman Sachs. • Executed multi-faceted repositioning strategy, driving scalable growth initiatives to promote Scivantage brand into a Global FinTech 100 leader and triple revenues. • Accomplished background managing marketing and P&L for start-up, turnaround, and high growth organizations, specializing in B2B cloud software, wealth management/wealthtech, and information technology sectors.Core Competencies:Product Marketing, Management ✪ Strategic Planning ✪ Marketing Communications ✪ Product Development Financial Services ✪ Information Technology, SaaS ✪ Team Leadership, Management ✪ P&L, Revenue Growth ✪ Account-based Marketing ✪ Customer Experience ✪ Digital TransformationRecognition:+ WealthBriefing Americas Awards 2024 — Best Data Aggregation Provider (2024) - BridgeFT+ 5th Annual Data Breakthrough Awards — Data Warehouse Solution Provider of the Year (2024) - BridgeFT+ Wealth Management.com Industry Awards (#Wealthies) - Industry Disruptor (2023) - BridgeFT+ WealthBriefing WealthTech Americas Awards - Best Data, Information or Business Intelligence Provider (2023) - BridgeFT+ Golden Bridge Awards - Executive of the Year / Silver (2017)+ SmartCEO Washington Executive Management Award (2017)+ Inc. 500/5000 Fastest Growing Private Company (2007 to 2013) - Scivantage + Deloitte Technology Fast 500 Fastest Growing Company in North America (2007 & 2008) - Scivantage + NJTC Growth Company of the Year Award (2007) - Scivantage

Listed skills include Product Marketing, Product Management, Strategy, Business Development, and 46 others.