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Jerry Bellman

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Jerry Bellman

Senior Financial Advisor | California Innovation Fund

San Francisco, California, United States

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Jerry Bellman

Summary

Jerry Bellman is a seasoned Fractional CFO based in San Francisco, California, specializing in providing financial strategies for early-stage companies across diverse industries including apparel, personal care, and technology. With a rich background in investment banking and M&A, he has successfully supervised transactions exceeding $10 billion while working with high-profile clients such as Warner Bros. and Telecom Italia. His expertise extends to alternative investments, capital markets, and financial modeling, making him a sought-after advisor in the venture capital space. Jerry's unique blend of technical skills and strategic oversight allows him to bridge the gap between various stakeholders, ensuring alignment and fostering growth. He is also a founding member of a hedge fund and has extensive experience in equity research and trading. Fluent in French, Jerry combines a global perspective with a local focus, offering invaluable insights to businesses looking to scale. He continues to contribute to the financial landscape through his advisory roles and innovative financial solutions.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Startup Experience

Corporate Experience

Consulting Experience

Jerry Bellman

Work Experience

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Senior Financial Advisor at

TA3

February 2024 - Present

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Director, Vetting Committee at

California Innovation Fund

April 2022 - Present

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Fractional CFO at

Vive Health

January 2022 - Present

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Fractional CFO at

54 Thrones

January 2021 - Present

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Fractional CFO at

RUDY JUDE :)

June 2020 - Present

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Fractional CFO at

WaveAI

January 2019 - Present

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Finance Expert at

Toptal

January 2019 - Present

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Founder at

2.0 Group Advisory

January 2018 - Present

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Advisor to Chief Executive Officer at

Largo.ai

January 2018 - Present

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Fractional CFO at

TA3

December 2020 - February 2024

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Fractional CFO at

O8 | Fractional Marketing + Growth Agency

January 2019 - January 2023

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Fractional CFO at

SAC (Strategic Alliance Consulting)

February 2019 - January 2022

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Advisor to Chief Executive Officer at

CareLinx by Sharecare

January 2016 - December 2021

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Director, Institutional Equity Sales at

Stifel Financial Corp.

January 2016 - January 2018

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Senior Vice President, Institutional Equity Sales at

Jefferies

January 2010 - January 2015

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Long / Short Equity Buyside Analyst at

Bellman Walter Capital

January 2008 - January 2010

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Telecoms Analyst at

Jullius Baer Kepler Equities

January 2004 - January 2008

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Director, M&A - TMT at

Sg Cowensociete Generale

January 1991 - January 2004

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Certified Public Accountant at

Price Waterhouse

January 1987 - January 1989

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Certified Public Accountant at

Price Waterhouse

January 1985 - January 1987

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Jerry Bellman

Education

University of Chicago Graduate School of Business, Mba

University at Albany, SUNY, Bachelor Of Science - Bs

Frequently Asked Questions about Jerry Bellman

What is Jerry Bellman email address?

Jerry Bellman's primary email address is *************@toptal.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jerry Bellman work for?

Jerry Bellman is a Senior Financial Advisor at California Innovation Fund.

Where Jerry Bellman graduated from?

Jerry Bellman holds a degree in Finance from University of Chicago Graduate School of Business.

How can I directly contact Jerry Bellman?

To contact Jerry Bellman directly, you can use the email address *************@toptal.com. Complete contact information is available upon registration with Muraena.

Who is Jerry Bellman?

Jerry Bellman is a seasoned Fractional CFO based in San Francisco, California, specializing in providing financial strategies for early-stage companies across diverse industries including apparel, personal care, and technology. With a rich background in investment banking and M&A, he has successfully supervised transactions exceeding $10 billion while working with high-profile clients such as Warner Bros. and Telecom Italia. His expertise extends to alternative investments, capital markets, and financial modeling, making him a sought-after advisor in the venture capital space. Jerry's unique blend of technical skills and strategic oversight allows him to bridge the gap between various stakeholders, ensuring alignment and fostering growth. He is also a founding member of a hedge fund and has extensive experience in equity research and trading. Fluent in French, Jerry combines a global perspective with a local focus, offering invaluable insights to businesses looking to scale. He continues to contribute to the financial landscape through his advisory roles and innovative financial solutions.

Jerry`s contact details

mail

*************@toptal.com

*************@largofilms.ch

*****@wave-ai.net

********@carelinx.com

*****@ta3swim.com

*****@o8.agency

*************@2pt0group.com

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