Jerry Bellman Email and Phone Number
Jerry Bellman work email
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Jerry Bellman personal email
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
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Director, Vetting CommitteeCalifornia Innovation Fund Apr 2022 - PresentBerkeley, California, UsVenture 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.
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Senior Financial AdvisorTa3 Feb 2024 - PresentLos Angeles, California, Us -
Fractional CfoTa3 Dec 2020 - Feb 2024Los Angeles, California, UsApparel & Fashion
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Fractional CfoVive Health Jan 2022 - PresentNaples, Fl, Us -
Fractional CfoWaveai 2019 - PresentSunnyvale, 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. -
Founder2.0 Group Advisory 2018 - Present• Fractional CFO Advisory Services, Strategy and Financial Modeling: Apparel, Health & Beauty, Healthcare, Digital Marketing and Digital Services and Online Marketplaces. -
Fractional Cfo54 Thrones Jan 2021 - Present -
Fractional CfoRudy Jude :) Jun 2020 - PresentApparel & Fashion -
Finance ExpertToptal 2019 - PresentWork From Anywhere, Remote, OoAdvising 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 -
Advisor To Chief Executive OfficerLargo 2018 - PresentLausanne, 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. -
Fractional CfoO8 2019 - 2023Minneapolis, 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. -
Fractional CfoStrategic Alliance Consulting Inc Feb 2019 - Jan 2022Bellevue, Wa, Us -
Advisor To Chief Executive OfficerCarelinx 2016 - Dec 2021Atlanta, 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. -
Director, Institutional Equity SalesStifel Nicolaus 2016 - 2018St. 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. -
Senior Vice President, Institutional Equity SalesJefferies 2010 - 2015New 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. -
Long / Short Equity Buyside AnalystBellman Walter Capital 2008 - 2010• 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.
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Telecoms AnalystJullius Baer / Kepler Equities 2004 - 2008• 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.
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Director, M&A - TmtSg Cowen/Société Générale 1991 - 2004• 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.
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Certified Public AccountantPrice Waterhouse 1987 - 1989• Promoted to Senior Accountant, transferred to London office.• Audit and tax projects for financial institutions and others.
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Certified Public AccountantPrice Waterhouse 1985 - 1987Audit and risk analysis projects. Focus on financial services industry.
Jerry Bellman Skills
Jerry Bellman Education Details
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The University Of Chicago Booth School Of BusinessFinance -
University At AlbanyDouble-Major Economics And Accounting
Frequently Asked Questions about Jerry Bellman
What company does Jerry Bellman work for?
Jerry Bellman works for California Innovation Fund
What is Jerry Bellman's role at the current company?
Jerry Bellman's current role is Fractional CFO | California Innovation Fund & 2.0 Group.
What is Jerry Bellman's email address?
Jerry Bellman's email address is je****@****wim.com
What schools did Jerry Bellman attend?
Jerry Bellman attended The University Of Chicago Booth School Of Business, University At Albany.
What skills is Jerry Bellman known for?
Jerry Bellman has skills like Financial Modeling, Capital Raising, Equity Research, Trading, Investment Banking, Alternative Investments, Derivatives, Financial Markets, Fixed Income, Corporate Finance, Hedge Funds, Capital Markets.
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