Cole Helvey's Location
Boston, MA, US
Cole Helvey's Work
- Associate @ New Heritage Capital, LLC
- Investment Banking Associate @ J.P. Morgan
- MBA Candidate @ Duke University - The Fuqua School of Business
- Investment Banking Summer Associate @ J.P. Morgan
- Assistant Vice President - Corporate and Commercial Banking @ BB&T
- Operational Risk Analyst @ BB&T
- Leadership Development Associate @ BB&T
- Associate @ Cassia Capital Partners LLC
- Summer Intern @ Wake Forest University
- Summer Intern @ CMT Capital Markets Trading
Cole Helvey's Education
- Duke University - The Fuqua School of Business
Master of Business Administration - MBA
2017 - 2019 - University of South Carolina - The Moore School of Business
Bachelor of Science, Business Administration (Investment Finance)
2008 - 2012
Cole Helvey's Skills
- Microsoft Office Proficiency
- PerTrac
- BackStop
- Portfolio Management
- Morningstar Direct
- Morningstar Office
Cole Helvey's Summary
Cole Helvey, based in Boston, MA, US, is currently a Associate at New Heritage Capital, LLC, bringing experience from previous roles at J.P. Morgan, Duke University - The Fuqua School of Business and BB&T. 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 contributes valuable insights to the industry. Cole Helvey has 3 emails on RocketReach.
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