Jerry Bellman

Jerry Bellman has a diverse work experience in finance and advisory roles. Jerry has served as a Fractional CFO for multiple companies including TA3 SWIM, WaveAI, RUDY JUDE :), 54 Thrones, O8, and Strategic Alliance Consulting Inc. Additionally, they have worked as a Director on the Vetting Committee at California Innovation Fund and as a Founder at 2.0 Group Advisory. Jerry has also worked as a Finance Expert at Toptal and as an Advisor to the Chief Executive Officer at Largo. Jerry'sroles have involved various responsibilities such as budgeting, forecasting, financial modeling, analysis, and growth analytics.

Jerry Bellman has a Bachelor of Science (BS) degree in Double-major Economics and Accounting from the University at Albany, SUNY. Jerry also holds an MBA in Finance from The University of Chicago Booth School of Business. In addition to their degrees, Jerry has obtained several certifications including Certified Public Accountant from AICPA in 1988, Series 7 - General Securities Representative Examination from FINRA in 2010, and Series 63 - Uniform Securities Agent State Law Examination from FINRA in 2010. Jerry has also completed various courses in pricing strategy from the University of Virginia and BCG on Coursera, including Market and Competition in Pricing Strategy in 2020, and Cost and Economics in Pricing Strategy and Customer Value in Pricing Strategy in 2019.