Jeff Morgen Email and Phone Number
California, United States
Jeff Morgen's Location
San Francisco Bay Area, United States, United States
Jeff Morgen's Contact Details
Jeff Morgen work email
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Jeff Morgen personal email
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About Jeff Morgen
A values-driven C-Suite leader with proven expertise in revenue expansion, scaling operations and financial stewardship across multiple industries including technology, consumer goods, media, logistics, manufacturing and non-profit organizations. Passionate about building and transforming teams & organizations. A trusted leader and advisor to board directors, family offices, business founders and management teams borne from an action-oriented mindset. Successfully launched and scaled angel, institutional and venture-backed ventures from conception to exit.Career includes comprehensive experience in managing daily operations, strategic planning and tactical execution, corporate and business development transactions, organizational design, and talent management. Thrives in innovative environments, shifting gears from complex strategy discussions to tangible actions in order to drive long-term organizational success. University of Southern California MBA and BS in Business Administration from UC Berkeley.
Jeff Morgen's Current Company Details
Brightfield
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Chief Financial Officer
California, United States
- Website:
- brightfieldstrategies.com
- Employees:
- 68
Jeff Morgen Work Experience Details
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Chief Financial OfficerBrightfieldCalifornia, United States
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PrincipalMorgen & Morgen, Inc. Jan 2020 - PresentBoutique consulting firm helping early-stage ventures execute success strategies and tactics, both as an investor and advisor.I work with business founders and leadership teams to drive revenue generation, margin improvement and corporate transactions, usually in a COO, CFO, or Consigliere role. My clients include emerging B2B and B2C ventures across numerous industries including Cartelligent (automobile purchasing platform), Node Labs (cannabis genetics), Maxine’s Heavenly Cookies® (CPG) and Plant Power Restaurant Group (plant-based food retail chain).
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AdvisorMarin Sonoma Impact Ventures Feb 2020 - PresentCorte Madera, Ca, UsFirst regional venture capital fund focused exclusively on Northern California’s Marin and Sonoma counties. I assist the General Partner of this dual-mission venture fund committed to deploying venture capital locally in order to generate investor returns and stimulate economic development, job creation and the startup ecosystems in Marin and Sonoma counties. My responsibilities include consulting on capital formation, transaction diligence, and activation of concentric/community business networks (startup founders, investors, academic partners, etc.). -
Senior AdvisorPlant Power Dec 2019 - PresentMumbai, Maharashtra, InAdvised ownership group of rapidly growing retail chain of plant-based fast food QSR outlets on corporate initiatives including accessing capital markets, expansion strategies and human capital planning. -
Senior AdvisorMaxine'S Heavenly Sep 2019 - PresentLos Angeles, Ca, UsActed as Chief of Staff to CEO/Founder of leading wellness brand of gluten-free, soy-free, baked vegan cookies with goals of expanding operations and margin improvement. Efforts resulted in increased distribution to 2000+ retail outlets and successful launch of new e-commerce channels -
Senior AdvisorNode Labs Inc. Mar 2020 - PresentRetained by ownership group of cannabis genetics company licensing proprietary strains to several best-selling consumer brands. Partnered with Executive Team to close 1st round of external capital.
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AdvisorCartelligent Feb 2021 - Mar 2022Sausalito, Ca, UsServed as interim Chief Financial Officer and advisor for leading online automobile concierge service during period of major industry shifts in product design, distribution models and consumer buying habits. -
Chief Executive OfficerHometown Heart Dec 2017 - Dec 2019Oakland, California, UsLargest regulated cannabis direct-to-consumer logistics company in California.As the CEO, I was responsible for crafting and fostering a successful corporate culture, building operating workflows and delighting our corporate and consumer stakeholders on the cusp of recreational cannabis legalization in California. I managed the daily operations of Bay Area fulfillment warehouses with full P&L responsibility that delivered over 400,000 orders annually & revenue of $30 million+. The venture was sold to a Canadian multistate operator in Q4 2018, who I consulted with post-merger as a Senior Advisor through 2019. -
Board DirectorBrightfield Aug 2016 - Dec 2019Ny, Ny, UsA workforce analytics company offering the world’s most advanced AI-driven analytics platform.As a Director, I provided governance, oversight and counsel regarding pricing strategy, organizational development and financing strategies. I worked closely with the Co-Founder and lead investors to bring in external capital and build a new C-Suite team as venture grew from a Founders-led venture. In 2019, Sapphire Ventures led a $53M financing round for Brightfield.
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Chief Operating OfficerHubb Filters, Inc. Jun 2015 - Dec 2017Albany, Oregon, UsEarly stage venture developing revolutionary technology for the $10B+ automobile oil filtration industry.As the COO, I was retained to help rebuild the organization from the executive leadership team to the operational foundation including restructuring the go-to-market strategies and recapitalizing the venture through multiple rounds of equity and debt financing. I negotiated international supply chain contracts with a third-party logistics provider and custom manufacturing houses to support our product launch. I managed all financial, legal, and administrative duties including capital formation, board communications & materials, and all FP&A tasks. -
PrincipalMorgen & Morgen/Nelson Family Of Companies Jul 2011 - Jun 2015As Principal for my boutique consulting firm, I exclusively managed the family office and financial operations for a prominent Northern California family. On a daily basis I provided counsel & oversight to the family’s portfolio of angel investments, real estate holdings, and capital market securities. My responsibilities included managing legal affairs, portfolio reporting and vetting new investment opportunities.
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Chief Operating OfficerElt, Inc. Aug 2007 - Jul 2011E-learning SaaS software company focused on government, risk, and compliance.As the COO, I was responsible for overseeing Sales Operations, Professional Services, Customer Support, and Finance departments. Sales Operations responsibilities included negotiation of key customer contracts, pricing oversight and annual remuneration plan establishment. Directed M&A process resulting in enterprise sale to private equity firm in 2010.
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Vp FinanceBella Pictures, Inc. May 2006 - Aug 2007San Francisco, Ca, UsVenture-backed digital photography startup focused on the $4B+ wedding photography market.As the VP-Finance, I managed a $20M+ operating budget with 500+ employees and contractors in 40 different markets attempting to build the first national brand in wedding photography. I was responsible the FP&A function including financial reporting, sales forecasting, business affairs, and KPI measurements. I launched and closed a Series A financing within six months of joining. -
Vp FinanceBricsnet Fm America, Inc. May 2004 - May 2006SaaS software development company focused on the corporate real estate sector with F100 clientele.As the VP Finance , I worked closely with the CEO to reconstitute the management team, revamp the product development roadmap and recapitalize the Company. I established and/or improved accounting functions and processes including business systems, financial reporting, audit and working capital management. I managed three rounds of venture financing totaling $18M from European institutional investors and partners.
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Chief Operating OfficerFriskit.Com May 2001 - May 2004Named one of “Five Technologies That Could Change Your Life” by Newsweek.As Chief Operating Officer, I was Employee #3 at this angel-backed startup that created a multimedia search engine utilizing proprietary P2P file sharing intellectual property. I oversaw the Editorial, Finance, and Business Development functions. I helped restructure our business model to focus on licensing our technology to corporate clients & major music recording labels including Microsoft, Warner Music Group, and BMG.
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Vp OperationsElt, Inc. May 1999 - Apr 2001E-learning SaaS software company focused on government, risk, and compliance.I was recruited by the nation’s largest employment law firm to help construct a business plan to secure seed funding. I joined the startup management team and had P&L responsibility for new corporate engagements including workflow design, project costing and training program rollout.
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Vp Business DevelopmentMediacopy Jul 1997 - Dec 1998
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Chief Administrative OfficerMediacopy Jan 1993 - Jun 1997$100M+ media replication firm serving major motion picture studios.As the Chief Administrative Officer, I had daily responsibility for Customer Service, IT, Human Resources, and Legal Affairs. I was part of the C-Suite team that scaled the company to a multi-state operation with 1,400 employees, resulting in enterprise exit in 2000.
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Vp FinancePolygram Records Jan 1993 - Dec 1993
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Director FinancePolygram Records Jan 1991 - Dec 1992Global film and music recording company (Cyrus, Pavarotti, Marley, U2).Part of management team for home video division company spun off from Netherlands-based media conglomerate. In addition to all financial administration responsibilities (inventory planning, budgeting, and royalty calculations), I oversaw product licensing and content acquisition in sports, children and documentary genres.
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Vp Finance & Business DevelopmentVsd Publishing, Inc. Jul 1988 - Dec 1990
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Financial AnalystDean Witter Sep 1984 - Aug 1986New York, Ny, Us
Jeff Morgen Skills
Start Ups
Strategy
Strategic Partnerships
Mergers And Acquisitions
Business Development
Entrepreneurship
Leadership
Finance
Saas
Strategic Planning
Business Planning
Contract Negotiation
Corporate Development
Management Consulting
P&l Management
Sales
Product Development
Due Diligence
Budgets
Sales Process
Enterprise Software
Sales Operations
Program Management
Forecasting
Corporate Governance
Jeff Morgen Education Details
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University Of California, BerkeleyBachelor Of Science - Business Administration -
University Of Southern CaliforniaMaster Of Business Administration
Frequently Asked Questions about Jeff Morgen
What company does Jeff Morgen work for?
Jeff Morgen works for Brightfield
What is Jeff Morgen's role at the current company?
Jeff Morgen's current role is Chief Financial Officer.
What is Jeff Morgen's email address?
Jeff Morgen's email address is mo****@****elab.it
What schools did Jeff Morgen attend?
Jeff Morgen attended University Of California, Berkeley, University Of Southern California.
What are some of Jeff Morgen's interests?
Jeff Morgen has interest in Leadership, Values Based Leadership, Springsteen, Entrepreneurship.
What skills is Jeff Morgen known for?
Jeff Morgen has skills like Start Ups, Strategy, Strategic Partnerships, Mergers And Acquisitions, Business Development, Entrepreneurship, Leadership, Finance, Saas, Strategic Planning, Business Planning, Contract Negotiation.
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