Jerry Bellman

Jerry Bellman has a diverse work experience in finance and advisory roles. Jerry worked as a Fractional CFO for various companies including TA3 SWIM, WaveAI, Rudy Jude, 54 Thrones, O8, and Strategic Alliance Consulting Inc. Additionally, they served as the Director of the Vetting Committee at California Innovation Fund and as a Finance Expert at Toptal, where they provided financial modeling, budget analysis, valuation, and growth analytics advisory to firms in various industries. Jerry also founded 2.0 Group Advisory and worked as an Advisor to the Chief Executive Officer at Largo. Overall, Jerry has expertise in venture capital, private equity, budgeting, forecasting, accounting supervision, and financial advisory.

Jerry Bellman's education history includes obtaining an MBA in Finance from The University of Chicago Booth School of Business. Jerry also holds a Bachelor of Science (BS) degree from the University at Albany, SUNY, where they double-majored in Economics and Accounting.

In addition to their formal education, Jerry has pursued various certifications. Jerry received certifications in Market and Competition in Pricing Strategy from the University of Virginia and BCG on Coursera in March 2020. Jerry also obtained certifications in Cost and Economics in Pricing Strategy and Customer Value in Pricing Strategy from the same institutions in December 2019. Jerry obtained their Certified Public Accountant (CPA) certification from AICPA in March 1988. Furthermore, they obtained the Series 63 - Uniform Securities Agent State Law Examination and the Series 7 - General Securities Representative Examination certifications from FINRA in April 2010.