“I managed Jeffrey at Beneficial and I brought him over as my peer at a subsequent company. Jeffrey is a very competitive and intelligent person whom I've now known for over 20 years. In that time I've seen him successfully lead large sales teams, run very profitable businesses, and reinvent himself in the tech sector. He has always been well liked and well respected. I highly recommend Jeffrey. He's a huge asset to any company.”
About
Head of Sales, CPM & Director of Strategy, Citrin Cooperman Advisory
With over 15…
Activity
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For organizations using Microsoft tools, the combination of AI, Vena, and familiar technologies like Excel and Power BI creates new possibilities for…
For organizations using Microsoft tools, the combination of AI, Vena, and familiar technologies like Excel and Power BI creates new possibilities for…
Liked by Jeffrey D Bakus
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💡 The role of FP&A has evolved—has your team kept up? A decade ago, most finance teams relied on static reports, manual forecasting, and…
💡 The role of FP&A has evolved—has your team kept up? A decade ago, most finance teams relied on static reports, manual forecasting, and…
Liked by Jeffrey D Bakus
Experience
Education
Licenses & Certifications
Volunteer Experience
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Mentor & Volunteer
Pro Kids | The First Tee of San Diego
- Present 18 years
Children
The Pro Kids mission is to challenge undeserved youth to excel in life by promoting character development, life-skills, and values through education and the game of golf.
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Food Distribution Volunteer & Donor
Second Harvest Food Bank
- Present 25 years
Poverty Alleviation
Second Harvest Food Bank of Santa Clara and San Mateo Counties is the trusted leader dedicated to ending local hunger. Since its inception in 1974, Second Harvest has become one of the largest food banks in the nation, providing food to nearly a quarter of a million people each month. The Food Bank mobilizes individuals, companies, and community partners to connect people to the nutritious food they need. More than half of the food distributed is fresh produce. Second Harvest also plays a…
Second Harvest Food Bank of Santa Clara and San Mateo Counties is the trusted leader dedicated to ending local hunger. Since its inception in 1974, Second Harvest has become one of the largest food banks in the nation, providing food to nearly a quarter of a million people each month. The Food Bank mobilizes individuals, companies, and community partners to connect people to the nutritious food they need. More than half of the food distributed is fresh produce. Second Harvest also plays a leading role in promoting federal nutrition programs and educating families on how to make healthier food choices.
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Donor
SPCA
- Present 18 years
Animal Welfare
Leading Animal Welfare Agency
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Light The Night Chairman
The Leukemia & Lymphoma Society
- Present 2 years 11 months
Health
My goal is to raise $1,000,000 over the next five years.
Please donate today if you can. Donate here: https://pages.lls.org/ltn/oak/EastBay23/jbakus
BRING LIGHT TO THE DARKNESS OF CANCER®.
When you or someone you love hears the words "you have cancer,"… it's one of the darkest moments of your life.
For patients and their loved ones, The Leukemia & Lymphoma Society's Light The Night offers hope instead of helplessness, connection instead of loneliness, and life-saving…My goal is to raise $1,000,000 over the next five years.
Please donate today if you can. Donate here: https://pages.lls.org/ltn/oak/EastBay23/jbakus
BRING LIGHT TO THE DARKNESS OF CANCER®.
When you or someone you love hears the words "you have cancer,"… it's one of the darkest moments of your life.
For patients and their loved ones, The Leukemia & Lymphoma Society's Light The Night offers hope instead of helplessness, connection instead of loneliness, and life-saving research and support at every step. When we come together as a community, we bring more people out of the dark.
Be the voice that speaks up.
Be the hand that reaches out.
Be the light that cures cancer. -
Chairperson for Light the Night
The Leukemia & Lymphoma Society
- Present 2 years 10 months
Health
https://pages.lls.org/ltn/oak/EastBay23/jbakus
BRING LIGHT TO THE DARKNESS OF CANCER®
When you or someone you love hears the words "you have cancer"… it's one of the darkest moments of your life.
For patients and their loved ones, The Leukemia & Lymphoma Society's Light The Night offers hope instead of helplessness, connection instead of loneliness, and life-saving research and support at every step. When we come together as a community, we bring more people out of the…https://pages.lls.org/ltn/oak/EastBay23/jbakus
BRING LIGHT TO THE DARKNESS OF CANCER®
When you or someone you love hears the words "you have cancer"… it's one of the darkest moments of your life.
For patients and their loved ones, The Leukemia & Lymphoma Society's Light The Night offers hope instead of helplessness, connection instead of loneliness, and life-saving research and support at every step. When we come together as a community, we bring more people out of the dark.
Be the voice that speaks up.
Be the hand that reaches out.
Be the light that cures cancer.
Honors & Awards
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Adaptive Insights Club 2015
Adaptive Insights
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North American AVP of the Year
Adaptive Insights
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Area Vice President of the Year
Adaptive Insights (Planning)
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Cisco Team MVP Award
Cisco Systems
Most Valuable Player Team Award
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Sales Champion FY11
Cisco Systems
Top Sales Performance
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Cisco Telepresence Award Winner
Cisco Systems
Top performer award. Meeting with top senior leaders at Cisco via Cisco High Def. video conferencing.
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Team Lead
Cisco
Promoted to Team Lead for outstanding performance
Languages
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English
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Organizations
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The First Tee / Pro Kids Golf Academy
Volunteer & Mentor
- Present
Recommendations received
6 people have recommended Jeffrey
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Hello everyone! Sharing with my network - this is a big, exciting, fun packed, high expectations, and challenging role! Join us in the Finance…
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💡 The role of FP&A has evolved—has your team kept up? A decade ago, most finance teams relied on static reports, manual forecasting, and…
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Success isn’t the goal - alignment is. For years, I thought the answer was simple: work harder - achieve more. I told myself → The stress was…
Success isn’t the goal - alignment is. For years, I thought the answer was simple: work harder - achieve more. I told myself → The stress was…
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What a great panel today with Kate Morelli Carly Van Kirk Chirag Nijjer at the Customer Success Collective event in NYC— great conversation on…
What a great panel today with Kate Morelli Carly Van Kirk Chirag Nijjer at the Customer Success Collective event in NYC— great conversation on…
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At Citrin Cooperman, we’re committed to providing innovative solutions that drive business success. With Prophix as a key part of our multi-vendor…
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Excited to announce that Strack Inc. has gone live with Vena Solutions! About Strack Inc.: Strack Inc. is one of the most respected heavy civil and…
Excited to announce that Strack Inc. has gone live with Vena Solutions! About Strack Inc.: Strack Inc. is one of the most respected heavy civil and…
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This photo popped up in my memories today, and it’s such a good reminder that being a mom has given me some pretty incredible work memories. Eight…
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🏆 12 years strong! Vena is once again a Leader in the 2025 Nucleus Research CPM Value Matrix, ranking highest for Greater Usability among leaders!…
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