Daniel Helmick's Location

Lebanon, OH, US

Daniel Helmick's Work

Daniel Helmick's 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's Skills

  • Financial Modeling
  • Mutual Funds
  • Risk Management
  • Derivatives
  • Corporate Finance
  • 401k
  • Equity Research
  • Financial Reporting
  • Forecasting
  • Bloomberg

Daniel Helmick's Summary

Daniel Helmick, based in Lebanon, OH, US, is currently a Portfolio Manager at The Pacific Financial Group, Inc., bringing experience from previous roles at The Pacific Financial Group, Inc., Journey Advisory Group, LLC, The Randolph Company and Resonate, Inc.. 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 contributes valuable insights to the industry. Daniel Helmick has 6 emails on RocketReach.

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