Jerry Bellman has held a variety of roles since 2018. In that year, they founded 2.0 Group Advisory. Jerry then joined Largo as a Fractional CFO in 2018, and WaveAI as a Fractional CFO in 2019. In 2019, they also joined Toptal as a Finance Expert, advising firms on financial modeling, budget, analysis, valuation and growth analytics. Jerry joined O8 as a Fractional CFO in 2019, and Strategic Alliance Consulting Inc. as a Fractional CFO in 2019. In 2020, they joined TA3 SWIM as a Fractional CFO and RUDY JUDE :) as a Fractional CFO. Finally, in 2021 they joined 54 Thrones as a Fractional CFO and California Innovation Fund as Director of the Vetting Committee, where they are responsible for venture capital and private equity principals and seed to series C investments in companies incubated or originated at the University of California Berkeley and other University of California institutions.
Jerry Bellman has a diverse educational background. Jerry holds an MBA in Finance from The University of Chicago Booth School of Business and a Bachelor of Science in a double-major of Economics and Accounting from University at Albany, SUNY. Jerry also holds a Certified Public Accountant (CPA) designation from the AICPA, as well as certifications from the FINRA for Series 63 and Series 7 examinations. Additionally, they have obtained certifications from the University of Virginia and BCG on Coursera for Market and Competition in Pricing Strategy, Cost and Economics in Pricing Strategy, and Customer Value in Pricing Strategy.
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