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Jerry Bellman is listed as Fractional CFO | California Innovation Fund & 2.0 Group at California Innovation Fund, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at ta3swim.com and a matched LinkedIn profile for Jerry Bellman.
Jerry Bellman previously worked as Director, Vetting Committee at California Innovation Fund and Senior Financial Advisor at Ta3. Jerry Bellman holds Mba, Finance from The University Of Chicago Booth School Of Business.
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Fractional CFO providing Financial Gameplans for Apparel and Personal Care Brands, Artificial Intelligence SaaS, Online Market Places... Strategic and financial thought-partner for early stage Seed, Series A growth.Detailed financial models resulting in KPI goalposts and milestones for growth. Supervise accounting and treasury. Roles have been a bridge between CEO, CMO, Head of Product, Investors, and Directors through solid listening and communications, and a relentless focus on data and benchmarking. As an M&A Director at SG Cowen/Société Générale in Paris, supervised the execution of over $10bn in M&A transactions for clients including Vivendi, Warner Bros., Telecom Italia, Pathe and the French State. Received my CPA while employed with Price Waterhouse in New York and London.I can be reached at jerry.bellman@2pt0group.com.TECHNICAL SKILLS- Forecasting, Budgeting and Cash Flow Management- Growth Strategy & Market Fit Development- Technical Writing- Custom Dashboard Creation- Business Process Design- KPI (Key Performance Indicators) and Metrics Tracking- Capital Raising
Listed skills include Financial Modeling, Capital Raising, Equity Research, Trading, and 16 others.
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Berkeley, California, Us
Venture Capital and Private Equity Principals. Seed to Series C Investments in companies incubated or originated at the University of California Berkeley and other University of California institutions.
Sunnyvale, Ca, Us
• WAVEAI, creator of LyricStudio, augmented creativity AI that helps professional songwriters in their craft, and creator of Alysia, AI that makes songwriting readily accessible to everyone.
• Fractional CFO Advisory Services, Strategy and Financial Modeling: Apparel, Health & Beauty, Healthcare, Digital Marketing and Digital Services and Online Marketplaces.
Work From Anywhere, Remote, Oo
Advising firms on financial modeling, budget, analysis, valuation and growth analytics. Areas of focus include Artificial Intelligence, Media, Health and Wellness.Full profile can be found here: https://www.toptal.com/finance/resume/jerry-bellman
Lausanne, Ch
• Largo Films SA has created a proprietary tool using artificial intelligence to optimize all phases of film making from script development to marketing for theatrical release.
Minneapolis, Minnesota, Us
• 08 is a Web Design and Digital Marketing Agency.• Budget and Forecasting. Supervision of Bookkeeper, A/R and Accounting Function. • FP&A: Analysis of Profitability by Project, Personnel Costs and Other Operating Expenses.
Atlanta, Ga, Us
• Financial Model: Translated TAM metrics and workflow into a financial model used to measure KPI’s, allocate marketing/capex investment and for Series A/B round financing. • Sales and Marketing Analysis: Data-mined Salesforce.com to study churn and better stratify profitability potential by type of lead. Enhanced unit metrics calculations resulting in better allocation of SEM marketing and fulfilment expenses. • Investor Relations and Capital Raising: Assisted in the creation and updating of the Investor Slidedeck and Quarterly Investor Letters. Responsible in investor meetings for presenting forecasts.
St. Louis, Mo, Us
• Doubled commissions at key accounts for Denver. • Originated 20 corporate non-deal roadshows for designated and other Stifel geographies; generated profitable long and short investment ideas with superior work ethic.
New York City, New York, Us
• Drove revenue generation from launch of European content into Denver-West Coast and Texas regions to >$5M.• Leveraged strong corporate relations to create dozens of non-deal roadshows with leading European companies; consistently generated investment ideas including thematic ESG.
• Founding Member: $900M long / short equity hedge fund with sector-focused investment strategy. One of three founding members from fund raising and firm set-up, resulting in twelve total professionals.• Positive Investment Returns: Sourcing, analyzing, and sizing of the firm’s Telecoms and Media positions. Geographic coverage included Europe, US, Latam with opportunistic approach to Asia and Africa.
• All cap telecom coverage universe and head of SMID cap media and tech team. Achieved rapid client vote success and a frequent speaker / contributor on CNBC (English) and Bloomberg (French) and the press.
• Executed over $10 billion in client M&A transactions and supervised teams of 3-12 professionals per transaction.• Marketed and originated $1-6 million per year in commissions as an industry M&A Director.• Worked with a variety of clients including Warner Bros., Telecom Italia, Canal+, Vivendi, Havas, Jet Multimedia, Bouygues, Canal Digital Norway, Airbus, and the French State.• Built a TMT team with a business partner.
• Promoted to Senior Accountant, transferred to London office.• Audit and tax projects for financial institutions and others.
Audit and risk analysis projects. Focus on financial services industry.
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Jerry Bellman works for California Innovation Fund.
Jerry Bellman is listed as Fractional CFO | California Innovation Fund & 2.0 Group at California Innovation Fund.
AeroLeads has found 1 work email signal at @ta3swim.com for Jerry Bellman at California Innovation Fund.
Jerry Bellman is based in San Francisco Bay Area, United States while working with California Innovation Fund.
Jerry Bellman has worked for California Innovation Fund, Ta3, Vive Health, Waveai, and 2.0 Group Advisory.
You can use AeroLeads to view verified contact signals for Jerry Bellman at California Innovation Fund, including work email, phone, and LinkedIn data when available.
Jerry Bellman holds Mba, Finance from The University Of Chicago Booth School Of Business.
Jerry Bellman is listed with skills including Financial Modeling, Capital Raising, Equity Research, Trading, Investment Banking, Alternative Investments, Derivatives, and Financial Markets.
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