Daniel Helmick Email & Phone Number
Portfolio Manager @ Inspire Trust Company
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Daniel Helmick Location
- Lebanon, OH, US
Daniel Helmick Work
- 2023 -now Portfolio Manager @
- 2022 -2023 Portfolio Manager @
- 2022 -2022 Senior Financial Analyst - Portfolio Management @
- 2020 -2022 Research Analyst and Trader @
- 2017 -2020 Portfolio Manager @
- 2016 -2017 Director of Research and Portfolio Management @
- 2015 -2016 Practice Coordinator @
- 2012 -2015 Research Analyst and Assistant Portfolio Manager @
- 2007 -2012 Client Service Management @
- 2007 -2007 Financial Analyst @ Convergys
- 2006 -2007 Benefits Associate @ Convergys
- 2004 -2005 401(k) Customer Service Associate @
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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Victoria C.
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