Cole Helvey Email & Phone Number
Senior Associate @ New Heritage Capital, LLC
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Cole Helvey Location
- Charlotte, NC, US
Cole Helvey Work
- Senior Associate @ (July 2024 - Present)
- Associate @ (September 2022 - July 2024)
- Investment Banking Associate @ (July 2019 - May 2022)
- MBA Candidate @ (June 2017 - May 2019)
- Investment Banking Summer Associate @ (June 2018 - August 2018)
- Assistant Vice President - Corporate and Commercial Banking @ (July 2015 - June 2017)
- Operational Risk Analyst @ (September 2013 - June 2015)
- Leadership Development Associate @ (January 2013 - September 2013)
- Associate @ Cassia Capital Partners (June 2012 - January 2013)
- Summer Intern @ (June 2011 - August 2011)
- Summer Intern @ CMT Asset Management (June 2010 - August 2010)
Cole Helvey Education
- Duke University - The Fuqua School of Business
Master of Business Administration - MBA
2017-2019 - Darla Moore School of Business at the University of South Carolina
Bachelor of Science (Business Administration, Investment Finance)
2008-2012
Cole Helvey Skills
- Microsoft Office Proficiency
- PerTrac
- BackStop
- Portfolio Management
- Morningstar Direct
- Morningstar Office
Cole Helvey Summary
- Cole Helvey, based in Charlotte, NC, US, is currently a Senior Associate at New Heritage Capital, LLC. Cole Helvey brings experience from previous roles at New Heritage Capital, LLC, J.P. Morgan and Duke University - The Fuqua School of Business. Cole Helvey holds a 2017 - 2019 Master of Business Administration - MBA @ Duke University - The Fuqua School of Business. With a robust skill set that includes Microsoft Office Proficiency, PerTrac, BackStop, Portfolio Management, Morningstar Direct and more. Cole Helvey has 3 emails and 1 mobile phone numbers on RocketReach.
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