Founder in Salem, Utah
Jerry Vance is founder, CEO, and managing partner of Preferred CFO. The Salem office is at 478 S 100 E. He has provided CFO consulting to over 300 organizations, has 28 years in finance, and has prepared over 300 long-term forecasts.Company-reported Bio
Before the consulting practice he was CFO and controller at public and private companies, some with international subsidiaries. He is a University of Utah graduate, a mentor to early-stage companies, an angel investor, and a member of the board of trustees of the Wayne Brown Institute. A news line dated September 1, 2026 is titled Preferred CFO Joins Current. Bio
Accomplishments
- Founder and managing partner. 300 organizations, 300 forecasts, 28 years in finance, and hundreds of millions in debt and equity financing.Company-reported Bio
- University of Utah graduate. Board of trustees, Wayne Brown Institute. Active angel investor. Jerry Vance bio
Case studies
The firm's published case studies do not name this person.
Sources
- Jerry Vance · Preferred CFO · Accessed 2026-10-07
- Our Team · Preferred CFO · Accessed 2026-10-07