John Helms
Experienced Financial Professional.
- Role
- Financial Services Consultant at TIAA
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About John Helms
Experienced Finance and Investment Professional | Demonstrated ability in investments…
Experience
Financial Services Consultant
Sep 2025 — Present
Education
Rice University
Bachelor of Science - BS
NYU Stern School of Business
MBA
Rice University
M ChE
Skills
- Securities
- Bonds
- Strategy
- Investment Strategies
- Microsoft Excel
- High Yield
- Data Analysis
- Trading
- Municipal Bonds
- Teamwork
- Banking
- Mutual Funds
- Risk Management
- Alm
- Cash Flow Forecasting
- Microsoft Powerpoint
- Investments
- Asset Management
- Account Reconciliation
- Marketing
- Management
- Salesforce.com
- Business Development
- Microsoft Office
- Sales
- Account Management
- Due Diligence
- Microsoft Word
- Hedge Funds
- Forecasting
- Credit Analysis
- Investigation
- Energy
- Customer Service
- Credit
- Financial Modeling
- Equities
- Corporate Finance
- Institutional Sales
- Fixed Income
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