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Jeffrey S. Bullock, MBA, CPA 1026 Middle Ave. Apt. A Menlo Park, CA 94025 Cell: (650) 799-9198 jb1256ad0@westpost.

net OVERVIEW: Leadership - Directed teams of accounting professionals and financial reporting. Financial Background - CPA with tax and international entity experience. Managed audit, tax, legal and technology advisors. Prepared budgets, models and financi al analyses. Advisory Experience - Advised senior executives on accounting standards, new pro nouncements, cash management and financial forecasting. Community Volunteer - Community volunteer through VolunteerMatch.org. Technology Skills - Created and implemented custom reports and dashboards in Sal esforce. WORK EXPERIENCE: WIEL BRIEN Oakland, CA Controller August 2010 - Present * Stabilized the day-to-day accounting, financial reporting and cash management systems for a startup socially responsible real estate opportunity fund. MORGAN STANLEY SMITH BARNEY Palo Alto, CA Financial Advisor September 2009 - June 2010 * Advised clients on equity, municipal bond and alternative investments. ENNIS KNUPP (leading advisor to institutional investors) Chicago, IL Alternative Investment Monitoring and Reporting Manager December 2008 - Sept. 2009 * Initiated relationships with leading Bay Area venture firms that enabled clien ts to place $100MM with those firms. * Managed the accounting and performance reporting for investments in venture, b uyout and real estate funds. Prepared performance reports and made presentation s to client board members. * Participated in the due diligence, legal review and new manager research. PIONEER RESOURCES / CAE ONLINE Menlo Park, CA Vice President of Finance September 2008 - December 2008 * Led the accounting and financial reporting for two companies including one sta rtup. * Managed all accounting, day-to-day operations, compliance and financial report ing. CITIGROUP San Francisco, CA Senior Vice President, Citi Private Equity Fund Services April 2006 - Septemb er 2008 * Led the West Coast office of Citi's Private Equity Fund Accounting Services. * Directed the accounting, financial reporting, compliance and tax filings for p rivate equity, venture, real estate and fund of funds clients. Calculated water falls. LOCAL VENTURE FIRMS San Francisco and Palo Alto, CA Consultant and Project Accountant July 2004 - April 2006 * Created the finance and operations infrastructure for two startup venture firm

s. * Completed stock distributions and maintained records of venture investments. FRANCISCO PARTNERS Menlo Park, CA Vice President of Finance October 2000 - July 2004 * Created and directed the financial reporting for a leading tech-buyout fund. * Developed all investor recordkeeping and managed communications to LPs. * Participated in due diligence and transaction support. BANK OF AMERICA Chicago, IL Senior Associate, Fund Investments Group September 1998 - October 2000 * Managed a portfolio of 75 fund investments representing over $400 million in c ommitments to venture, buyout, real estate and international private equity fund s. * Managed due diligence process, legal review, investment recommendations and fu nd manager relationships. ERNST & YOUNG LLP Chicago, IL Manager, Mergers and Acquisitions Group September 1995 - September 1998 * Analyzed the historical and forecast operating results of over 45 companies wi th purchase prices between $3 million and $1.2 billion. Developed roll-up model s for buyout fund clients. Senior, Consumer Products Audit September 1991 - September 1995 * Direct experience with SEC reporting, S-4 registrations, consolidations, infor mation systems auditing and the supervision of audit staff. * Advised clients on EITFs and new pronouncements. EDUCATION: MBA University of Illinois (Urbana) May 1991. G.P.A.: 3.7/4.0 Dual concentration in Accounting and Finance. Self-supported during graduat e school. BS rs. PROFESSIONAL CERTIFICATION: Certified Public Accountant CFA, Level II Candidate Series 7, 66 and 31 licensed SOFTWARE SKILS: Experience with QuickBooks, Intacct, Great Plains, TurboTax, ADP Payrol l, PayPal credit card processing, Salesforce, SugarCRM, Microsoft Dynamics CRM, Investran, Private-i, VentureComplete, Intralinks, Rent Manager and Investment C afe. Extensive database, reporting and accounting system skills. University of Illinois (Chicago) June 1989. G.P.A.: 4.4/5.0 Dual Major in Accounting and Finance. Completed degree in 3 yea

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