Matt Helm Email & Phone Number
Managing Director @ Bank of America Private Bank
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Matt Helm Location
- Carbondale, CO, US
Matt Helm Work
- 2026 -now Managing Director @
- 2024 -2026 President @
- 2017 -2024 Principal Owner @ Helm Advisors
- 2021 -2022 Chief Financial Officer @ Hava Companies, LLC
- 2015 -2016 Managing Director @
- 2012 -2015 Managing Director, Head of Commercial Banking, Trade Finance, and MNC Group @
- 2001 -2012 Director @
- 2000 -2001 Officer @ Texas Capital Bank
- 1999 -2000 Analyst @ Bank One
- 1994 -1999 Vice President @ Southwest Foodliner, Inc.
Matt Helm Education
- W. Texas A&M
MBA (Finance)
1997-1999 - Texas Tech University
Bachelor of Science (BS) (Political Science and Government)
1990-1993
Matt Helm Skills
- Capital Markets
- Structured Finance
- Corporate Finance
- Trade Finance
- Commodity
- Commercial Banking
- Hedging
- Relationship Management
- Fixed Income
- Investment Banking
- Structured Products
- Derivatives
- Financial Markets
- Portfolio Management
- Financial Structuring
- Equities
- Emerging Markets
- Hedge Funds
- Valuation
- Credit Risk
- Bloomberg
- Financial Modeling
- FX Options
- Banking
- Financial Analysis
- Management
- Risk Management
- Finance
- Credit
- Interest Rate Derivatives
- Market Risk
- Agribusiness
- Microsoft Office
- Food
- Microsoft Excel
- Strategic Planning
- Project Management
Matt Helm Summary
- Matt Helm, based in Carbondale, CO, US, is currently a Managing Director at Bank of America Private Bank. Matt Helm brings experience from previous roles at Community Banks of Colorado, Helm Advisors, Hava Companies, LLC and Crédit Agricole CIB. Matt Helm holds a 1997 - 1999 MBA in Finance @ W. Texas A&M. With a robust skill set that includes Capital Markets, Structured Finance, Corporate Finance, Trade Finance, Commodity and more. Matt Helm has 1 emails and 3 mobile phone numbers on RocketReach.
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