Daniel Helmick Email & Phone Number
Portfolio Manager @ Inspire Trust Company
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Daniel Helmick Location
- Lebanon, OH, US
Daniel Helmick Work
- Portfolio Manager @ (October 2023 - Present)
- Portfolio Manager @ (July 2022 - October 2023)
- Senior Financial Analyst - Portfolio Management @ (June 2022 - July 2022)
- Research Analyst and Trader @ (March 2020 - May 2022)
- Portfolio Manager @ (April 2017 - January 2020)
- Director of Research and Portfolio Management @ (March 2016 - March 2017)
- Practice Coordinator @ (June 2015 - February 2016)
- Research Analyst and Assistant Portfolio Manager @ (February 2012 - June 2015)
- Client Service Management @ (July 2007 - February 2012)
- Financial Analyst @ Convergys (May 2007 - July 2007)
- Benefits Associate @ Convergys (August 2006 - May 2007)
- 401(k) Customer Service Associate @ (July 2004 - August 2005)
Daniel Helmick Education
- Northern Kentucky University
Master in Business Administration (MBA) (Finance Specialization)
2007-2010 - Northern Kentucky University
Bachelor's Degree (Finance)
2003-2006 - St. Xavier High School 1999-2003
Daniel Helmick Skills
- Financial Modeling
- Mutual Funds
- Risk Management
- Derivatives
- Corporate Finance
- 401k
- Equity Research
- Financial Reporting
- Forecasting
- Bloomberg
- ETFs
- Stocks
- Auditing
- Security Analysis
- Market Research
- Stock Research
- Morningstar
- Currency
- Macroeconomics
- Quantitative Research
- Equity Valuation
- Pension Administration
- Deferred Compensation
- Qualified Retirement Plans
- Trading
- Commodity Markets
- Economic Research
- Trend Analysis
- Ruby on Rails
- HTML
- JavaScript
- CSS
- Sales
- Securities
- Mergers
- Portfolio Management
- Equity Trading
- Due Diligence
- Leadership
- Managerial Finance
- Business Analysis
- Finance
- Fixed Income
- Project Management
- Investments
- Analysis
- Financial Analysis
- Cost Benefit
- Equities
- Asset Management
Daniel Helmick Summary
- Daniel Helmick, based in Lebanon, OH, US, is currently a Portfolio Manager at Inspire Trust Company, N.A.. Daniel Helmick brings experience from previous roles at The Pacific Financial Group, Inc., Journey Advisory Group, LLC and The Randolph Company. Daniel Helmick holds a 2007 - 2010 Master in Business Administration (MBA) in Finance Specialization @ Northern Kentucky University. With a robust skill set that includes Financial Modeling, Mutual Funds, Risk Management, Derivatives, Corporate Finance and more. Daniel Helmick has 2 emails and 2 mobile phone numbers on RocketReach.
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