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
- Managing Director @ (February 2026 - Present)
- President @ (March 2024 - January 2026)
- Principal Owner @ Helm Advisors (October 2017 - March 2024)
- Chief Financial Officer @ Hava Companies, LLC (September 2021 - September 2022)
- Managing Director @ (May 2015 - July 2016)
- Managing Director, Head of Commercial Banking, Trade Finance, and MNC Group @ (May 2012 - May 2015)
- Director @ (June 2001 - October 2012)
- Officer @ Texas Capital Bank (June 2000 - June 2001)
- Analyst @ Bank One (June 1999 - June 2000)
- Vice President @ Southwest Foodliner, Inc. (June 1994 - June 1999)
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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