Jerry Bellman Email & Phone Number
Fractional CFO @ Kartel.ai
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Jerry Bellman Location
- California, United States
Jerry Bellman Work
- 2025 -now Fractional CFO @
- 2022 -now Director, Vetting Committee @
- 2025 -now Board Observer @
- 2025 -now Guest Lecturer and Case Author - Entrepreneurship( MBA295A), UC Berkeley Haas @
- 2020 -now Fractional CFO @
- 2021 -now Fractional CFO @
- 2018 -now Founder @
- 2019 -now Finance Expert @
- 2020 -2026 Fractional CFO @
- 2021 -2024 Fractional CFO @
- 2019 -2024 Fractional CFO @
- 2019 -2023 Fractional CFO @
- 2019 -2022 Fractional CFO @
- 2018 -2022 Advisor to Chief Executive Officer @
- 2016 -2021 Advisor to Chief Executive Officer @
- 2016 -2018 Director, Institutional Equity Sales @
- 2010 -2015 Senior Vice President, Institutional Equity Sales @
- 2008 -2010 Long and Short Equity Buyside Analyst @ Bellman Walter Capital
- 2004 -2008 Telecoms Analyst @ Jullius Baer / Kepler Equities
- 1991 -2004 Director, M and A - TMT @ SG Cowen/Société Générale
- 1987 -1989 Certified Public Accountant @ Price Waterhouse
- 1985 -1987 Certified Public Accountant @ Price Waterhouse
Jerry Bellman Education
- University of Chicago Graduate School of Business
MBA, Finance
- University at Albany
Bachelor of Science - BS, Double-major Economics and Accounting
Jerry Bellman Skills
- Financial Modeling
- Capital Raising
- Equity Research
- Trading
- Investment Banking
- Alternative Investments
- Derivatives
- Financial Markets
- Fixed Income
- Corporate Finance
- Hedge Funds
- Capital Markets
- Mergers & Acquisitions
- Emerging Markets
- Telecommunications
- Equities
- Mergers & Acquisitions (M&A)
- Bloomberg
- French
- KPI Dashboards
Jerry Bellman Summary
- Jerry Bellman, based in California, United States, is currently a Fractional CFO at Kartel.ai. Jerry Bellman brings experience from previous roles at California Innovation Fund, EdVisorly, University of California, Berkeley, Haas School of Business and TA3 SWIM. Jerry Bellman holds a MBA, Finance @ University of Chicago Graduate School of Business. With a robust skill set that includes Financial Modeling, Capital Raising, Equity Research, Trading, Investment Banking and more. Jerry Bellman has 3 emails and 1 mobile phone numbers on RocketReach.
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Jerry Bellman
Fractional CFO
California, United States
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