David Helm Email & Phone Number
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David Helm Location
- United Kingdom
David Helm Work
- Looking for a new challenge @ TBC (January 2026 - Present)
- Looking for a new challenge @ TBC (June 2026 - Present)
- Consultant Distribution and Strategic Adviser @ South River Asset Management Ltd (July 2023 - Present)
- Strategic Advisor and Chief of Staff @ (February 2022 - Present)
- CEO and Chief of Staff @ Private Investment Office (January 2020 - December 2022)
- Founder @ Consultant / Advisory to Private Investment Office (January 2018 - December 2019)
- Managing Director and Global Head of Business Development @ (January 2016 - December 2017)
- Global Sales and Marketing Consultant @ Tula Capital (January 2015 - December 2015)
- Head of Global Sales and Marketing and Partner @ (January 2011 - December 2014)
- CEO and Partner @ Sofaer Capital (January 2008 - December 2011)
- Partner and Head of Global Sales and Marketing @ (January 2001 - December 2008)
- Head of International Sales @ (January 1996 - January 2001)
David Helm Education
- Captain British Army
1st Battalion Welsh Guards, Germany, UK, Belize, N Ireland.
- Royal Military Academy Sandhurst
Military and Strategic Leadership, 5 years commision into Welsh Guards
- Ampleforth College
David Helm Skills
- Sales Management
- Marketing
- Investments
- Risk Management
- Mutual Funds
- Equities
- Customer Service
- Sales
- New Business Development
- Account Management
- Marketing Strategy
- Marketing Communications
- Negotiation
- Strategic Planning
- Budgets
- Hedge Funds
- Asset Management
- Alternative Investments
- Fixed Income
- Portfolio Management
- Strategy
- Investment Banking
- Business Development
- Friendly Personality
- OS X
- Community Service
- PowerPoint
- Technology
- Calculator
- Accounting
- Works Well Under Pressure
- Optimistic
- Mac OS X
- Volunteering
- Excel
- Non Profit Volunteer
- Merchandising
- Individual
- Financial Accounting
- Microsoft Office
- Microsoft Word
- Financial Statement Analysis
- Microsoft Excel
- Critical Thinking
- Group Work
- Windows 7
- Uniqueness
- Cashiering
- Works well individually
- Teamwork
- Analytical Skills
- Inventory Management
- Word
- Analysis
David Helm Summary
- David Helm, based in United Kingdom, is currently a Looking for a new challenge at TBC. David Helm brings experience from previous roles at TBC, South River Asset Management Ltd, Marlowe Capital and Private Investment Office. David Helm holds a 1st Battalion Welsh Guards, Germany, UK, Belize, N Ireland. @ Captain British Army. With a robust skill set that includes Sales Management, Marketing, Investments, Risk Management, Mutual Funds and more. David Helm has 1 mobile phone numbers on RocketReach.
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