Stephen Helmholz Email & Phone Number
Director, Head of Private Client Services @ Forge Bancorp
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Stephen Helmholz Location
- Houston, TX, US
Stephen Helmholz Work
- 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 Education
- DePaul University
Bachelor of Arts (Economics, Business)
1980-1983 - Wheaton College
Bachelor of Arts (Economics, Business)
1977-1980 - Maine South High School
- DePaul University
(Business Economics)
Stephen Helmholz Summary
- 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 and 1 mobile phone numbers on RocketReach.
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Director, Head of Private Client Services
Houston, TX, US
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