Stephen Helmholz Email & Phone Number

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2026 -now Director, Head of Private Client Services @
2025 -2026 Executive Vice-President, Head of Private Client Services @
2018 -2026 President, Digital Platforms - LevelField Co-Founder @
2017 -2020 Operations Manager @
2012 -2017 Private Investor and Financial Services Consultant @ Confidential
2009 -2012 Managing Director, Business Relationship Manager @
2008 -2009 Senior Lead Business Analyst @
2005 -2008 Senior Business Analyst @
2003 -2005 Senior Business Analyst @
2001 -2003 Senior Consultant @
1999 -2001 Director of Operations @ e-primefinancial plc
1998 -2000 Senior Consultant @
1996 -1997 Chief FX Cash and Futures Dealer @
1993 -1996 Chief Foreign Exchange Cash and Futures Dealer @ GSD Foreign Exchange
1980 -1993 Broker and Dealer Chicago Mercantile Exchange @ Saul Stone & Company

Stephen Helmholz, based in Houston, TX, US, is currently a Director, Head of Private Client Services at Forge Bancorp. Stephen Helmholz brings experience from previous roles at LevelField Bank, LevelField Financial, VRBex and Confidential. Stephen Helmholz holds a 1980 - 1983 Bachelor of Arts in Economics, Business @ DePaul University. Stephen Helmholz has 1 emails on RocketReach.