Stephen Helmholz Email & Phone Number
Director, Head of Private Client Services @ Forge Bancorp
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Stephen Helmholz Location
- Houston, TX, US
Stephen Helmholz Work
- Director, Head of Private Client Services @ (April 2026 - Present)
- Executive Vice-President, Head of Private Client Services @ (November 2025 - April 2026)
- President, Digital Platforms - LevelField Co-Founder @ (January 2018 - April 2026)
- Operations Manager @ (August 2017 - August 2020)
- Private Investor and Financial Services Consultant @ Confidential (January 2012 - December 2017)
- Managing Director, Business Relationship Manager @ (March 2009 - January 2012)
- Senior Lead Business Analyst @ (June 2008 - March 2009)
- Senior Business Analyst @ (October 2005 - April 2008)
- Senior Business Analyst @ (May 2003 - October 2005)
- Senior Consultant @ (June 2001 - April 2003)
- Director of Operations @ e-primefinancial plc (November 1999 - April 2001)
- Senior Consultant @ (January 1998 - January 2000)
- Chief FX Cash and Futures Dealer @ (November 1996 - December 1997)
- Chief Foreign Exchange Cash and Futures Dealer @ GSD Foreign Exchange (January 1993 - January 1996)
- Broker and Dealer Chicago Mercantile Exchange @ Saul Stone & Company (August 1980 - February 1993)
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 Longstone Financial. 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.
Looking for a different Stephen Helmholz?
Find contact details for 700 million professionals.
Others Named Stephen Helmholz
Steven Helmholz
VP, Talent and Organizational Strategy
Los Angeles, CA, US
Top Forge Bancorp Employees
Gene Grant
CEO and Founder
Houston, TX, US
Michael Clayton
Chief Technology Officer
Houston, TX, US
Stephen Helmholz
Director, Head of Private Client Services
Houston, TX, US
Gene Grant
Chief Product Officer
Houston, TX, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co