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
- Director, Head of Private Client Services @ (April 2026 - Present)
- Executive Vice-President, Head of Private Client Services @ LevelField Bank (November 2025 - April 2026)
- President, Digital Platforms - LevelField Co-Founder @ LevelField Financial (January 2018 - April 2026)
- Operations Manager @ LevelField Financial (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 Skills
- Back Office
- Back Office Operations
- Credit Derivatives
- Derivatives
- Equity Derivatives
- FX Options
- FX trading
- Financial Markets
- Financial Risk
- Fixed Income
- Foreign Exchange
- Interest Rate Derivatives
- Market Data
- Market Risk
- Middle Office
- Portfolio Management
- Rates
- Settlement
- Swaps
- Trading
- Trading Systems
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 and Confidential. Stephen Helmholz holds a 1980 - 1983 Bachelor of Arts in Economics, Business @ DePaul University. With a robust skill set that includes Back Office, Back Office Operations, Credit Derivatives, Derivatives, Equity Derivatives and more. Stephen Helmholz has 1 emails and 1 mobile phone numbers on RocketReach.
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