NEW YORK: T: (212) 697-1000
SPECIALISTS
Jeffrey D. Bakus
Head of CPM Sales, Citrin Cooperman Advisors LLC
Experience
Jeffrey Bakus is the Head of CPM Sales at Citrin Cooperman CPM, LLC. He is an experienced sales professional with over 30 years of sales leadership experience.
Jeffrey has years of success in leading high-producing sales teams in the ERP, CPM, and BI products industries at notable companies such as Oracle, Workday/Adaptive Insights, Wells Fargo, and Vena Solutions. In his work, he demonstrates a deep understanding in consultative sales, sales processes, sales methodologies, marketing, and sales execution. He solves business problems for finance and accounting professionals in all verticals. Jeffrey is passionate about helping leaders make their money work for them by assisting them in justifying more substantial investments, such as planning, budgeting, reporting, and financial close platforms.
Prior to his role at Citrin Cooperman CPM, LLC, Jeffrey worked in several C-suite and high-level managerial positions at ERP, CPM, and BI product companies.
CREDENTIALS
Education
Bachelor’s in Linguistic and Biological Anthropology, University of California at Santa Barbara
WORK-LIFE BALANCE
Community Involvement
Jeffrey is a lifetime volunteer with organizations that support underprivileged youth & animals including Pro Kids -The First Tee, Second Harvest Food Bank, The SPAC, The Rock Church, and Mustang Soccer.
Outside the Office
Outside of work, Jeffrey attends his daughters’ basketball, water polo, and soccer games, as well as dance recitals and cheer rehearsals. Jeffrey is a devout Christian and attends and volunteers at church most Sundays. In his limited free time, he enjoys playing golf and guitar.
Get in touch with Jeffrey D. Bakus today.
Fill out the form below to get in direct contact with Jeffrey D. Bakus and start your personalized consultation journey.
I am passionate about delivering data-driven insights that lead to better decisions and competitive advantages for our clients.
Get in touch with Jeffrey D. Bakus today.
Fill out the form below to get in direct contact with Jeffrey D. Bakus and start your personalized consultation journey.