As a financial management executive in the financial institutions industry, Jerry has extensive experience in extracting data and writing reports for decision-making at all levels of the organization. Despite his proficiency in the advanced functionality of Excel, Jerry knew there had to be a better way and thus KlariVis was born. As Chief Operating Officer, Jerry oversees the KlariVis development and leads client implementation. Jerry has assisted KBS Results’ clients with designing and implementing processes to increase workflow efficiency and improve customer experience. He is also a key member of the KBS Results merger and acquisition team and core conversion team.
Jerry is a graduate of the University of Central Florida and a licensed certified public accountant (CPA) in the state of Virginia.