Helix Financial
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Helix Financial Employees
Employee
Years
Job
Industry
Edward Powell Edward Powell's Helix Financial Experience September 2006 - December 2006
Job Manager at Goodmortgage.com
Industry Financial Services
Experience
goodmortgage.com September 2015 - Present
Pacific Union Financial, LLC July 2014 - June 2015
RoundPoint Mortgage Company January 2011 - June 2014
LendingTree June 2009 - December 2010
Sparkroom.com January 2007 - May 2009
Helix Financial September 2006 - December 2006
Decision One Mortgage May 2005 - August 2006
LendingTree.com January 1999 - April 2005
Morgan Stanley 1997 - 1997
Chevy Chase Bank / B.F. Saul Mortgage Co. September 1989 - June 1996
Skills
Sales Management, Recruiting, Skilled Labor, Business Development, Strategic Partnerships, Lead Generation, Analytics, Online Advertising, Mortgage Lending, Relationship Management, Start-ups, Marketing Strategy, Customer Acquisition, New Business Development, Account Management, Mortgage Banking, Marketing, Management, Market Research, E-commerce, Leadership, Competitive Analysis, Strategy, Business Strategy, Mergers & Acquisitions, Sales, CRM, Strategic Planning, Executive Management, Loans, Product Management, Loan Origination, Credit, Online Marketing, Direct Marketing, Financial Services, Customer Retention, Advertising
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Finance and Marketing
Davidson College 1985 — 1989
Bachelor Of Arts, Political Science
Georgetown Preparatory 1981 — 1985
goodmortgage.com September 2015 - Present
Pacific Union Financial, LLC July 2014 - June 2015
RoundPoint Mortgage Company January 2011 - June 2014
LendingTree June 2009 - December 2010
Sparkroom.com January 2007 - May 2009
Helix Financial September 2006 - December 2006
Decision One Mortgage May 2005 - August 2006
LendingTree.com January 1999 - April 2005
Morgan Stanley 1997 - 1997
Chevy Chase Bank / B.F. Saul Mortgage Co. September 1989 - June 1996
Skills
Sales Management, Recruiting, Skilled Labor, Business Development, Strategic Partnerships, Lead Generation, Analytics, Online Advertising, Mortgage Lending, Relationship Management, Start-ups, Marketing Strategy, Customer Acquisition, New Business Development, Account Management, Mortgage Banking, Marketing, Management, Market Research, E-commerce, Leadership, Competitive Analysis, Strategy, Business Strategy, Mergers & Acquisitions, Sales, CRM, Strategic Planning, Executive Management, Loans, Product Management, Loan Origination, Credit, Online Marketing, Direct Marketing, Financial Services, Customer Retention, Advertising
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Finance and Marketing
Davidson College 1985 — 1989
Bachelor Of Arts, Political Science
Georgetown Preparatory 1981 — 1985
Mark R. Lehman Mark R. Lehman's Helix Financial Experience March 2009 - October 2009
Job Principal at Rosewalk Properties LLC
Industry Commercial Real Estate
Experience
Rosewalk Properties LLC June 2013 - Present
M&T Bank April 2011 - June 2013
HSH Nordbank November 2009 - April 2011
Helix Financial March 2009 - October 2009
Bayerische Landesbank September 2005 - February 2009
Arbor Realty Trust November 2002 - September 2005
Forest City Ratner Companies 2000 - 2002
Paine Webber 1998 - 2000
Deloitte 1994 - 1997
Skills
Asset Managment, Due Diligence, Real Estate Economics, Portfolio Management, Valuation, Loans, Asset Management, Real Estate, Commercial Real Estate, Real Estate Transactions, CMBS, Structured Finance, Financial Structuring
Education
New York University 2001 — 2003
MS, Real Estate
Brandeis University 1990 — 1994
BA, American Studies
Rosewalk Properties LLC June 2013 - Present
M&T Bank April 2011 - June 2013
HSH Nordbank November 2009 - April 2011
Helix Financial March 2009 - October 2009
Bayerische Landesbank September 2005 - February 2009
Arbor Realty Trust November 2002 - September 2005
Forest City Ratner Companies 2000 - 2002
Paine Webber 1998 - 2000
Deloitte 1994 - 1997
Skills
Asset Managment, Due Diligence, Real Estate Economics, Portfolio Management, Valuation, Loans, Asset Management, Real Estate, Commercial Real Estate, Real Estate Transactions, CMBS, Structured Finance, Financial Structuring
Education
New York University 2001 — 2003
MS, Real Estate
Brandeis University 1990 — 1994
BA, American Studies
Richard F. McAllister Richard F. McAllister's Helix Financial Experience 2004 - 2007
Job President/Broker at First Source Real Estate, Inc.
Industry Real Estate
Experience
Professional Services - Contract Professional July 2005 - Present
First Source Real Estate, Inc. 2005 - 2014
First Source Funding, Inc July 2005 - July 2008
MDMC (Mortgage Data Management Corporation) May 2006 - May 2008
RR Donnelley November 2005 - January 2008
Office Tiger/MortgageRamp December 2005 - May 2007
Helix Financial 2004 - 2007
ZeroChaos, Inc. (Bank of America) June 2005 - July 2005
Corporate and Continuing Education January 2005 - June 2005
National Gypsum Company January 2002 - December 2004
Skills
REO, Foreclosures, BPO, Investment Properties, Listings, Condos, FHA, Single Family Homes, USDA, Underwriting, Asset Managment, Real Estate Transactions, Real Estate, Loans, Construction, Accounts Payable, Mortgage Underwriting, Loan Origination, Sales Operations, Microsoft Office, Residential Homes, Investors, Small Business, Short Sales, Mortgage Lending, Property Management, Residential Mortgages, Sellers, Risk Management, First Time Home Buyers, Loss Mitigation, Due Diligence, Negotiation, Property, Selling, Appraisals, HUD, Investments, Real Property, Commercial Real Estate, Mortgage Banking, Real Estate Financing, Portfolio Management, Real Estate Economics, Leases, Process Improvement, Referrals, Real Estate Development, Brokerage, Relocation
Education
Central Piedmont Community College 2005 — 2005
Certificate, Real Estate Prelicensing
DALE CARNEGIE, INC. The Dale Carnegie 1996 — 1997
Certificate, Public Speaking and Communications
University of North Carolina at Charlotte 1980 — 1984
Bachelors, Business Administration
Don Bosco Prep 1976 — 1979
Diploma, High School
Professional Services - Contract Professional July 2005 - Present
First Source Real Estate, Inc. 2005 - 2014
First Source Funding, Inc July 2005 - July 2008
MDMC (Mortgage Data Management Corporation) May 2006 - May 2008
RR Donnelley November 2005 - January 2008
Office Tiger/MortgageRamp December 2005 - May 2007
Helix Financial 2004 - 2007
ZeroChaos, Inc. (Bank of America) June 2005 - July 2005
Corporate and Continuing Education January 2005 - June 2005
National Gypsum Company January 2002 - December 2004
Skills
REO, Foreclosures, BPO, Investment Properties, Listings, Condos, FHA, Single Family Homes, USDA, Underwriting, Asset Managment, Real Estate Transactions, Real Estate, Loans, Construction, Accounts Payable, Mortgage Underwriting, Loan Origination, Sales Operations, Microsoft Office, Residential Homes, Investors, Small Business, Short Sales, Mortgage Lending, Property Management, Residential Mortgages, Sellers, Risk Management, First Time Home Buyers, Loss Mitigation, Due Diligence, Negotiation, Property, Selling, Appraisals, HUD, Investments, Real Property, Commercial Real Estate, Mortgage Banking, Real Estate Financing, Portfolio Management, Real Estate Economics, Leases, Process Improvement, Referrals, Real Estate Development, Brokerage, Relocation
Education
Central Piedmont Community College 2005 — 2005
Certificate, Real Estate Prelicensing
DALE CARNEGIE, INC. The Dale Carnegie 1996 — 1997
Certificate, Public Speaking and Communications
University of North Carolina at Charlotte 1980 — 1984
Bachelors, Business Administration
Don Bosco Prep 1976 — 1979
Diploma, High School
Jen Harman Jen Harman's Helix Financial Experience July 2007 - July 2008
Job Director of Donor Marketing & Communications at YMCA of Greater Charlotte
Industry Nonprofit Organization Management
Experience
YMCA of Greater Charlotte July 2012 - Present
YMCA of Greater Charlotte April 2010 - July 2012
YMCA of Greater Charlotte August 2008 - April 2010
Helix Financial July 2007 - July 2008
Skills
Fundraising, Marketing Communications, Marketing, Marketing Strategy, Marketing Event Planning, Corporate Communications, Philanthropy, Social Media, Social Media Marketing, Adobe Creative Suite, Media Relations, Digital Media, Press Relations, Keynote, Scripting, Copywriting, Copy Editing, Creative Strategy, Nonprofits, Donor Engagement, Donor Communication, Video Production, Graphic Design, Facebook, Press Releases, Event Management
Education
Simpson College 2002 — 2006
Bachelor of Arts (BA), Marketing
YMCA of Greater Charlotte July 2012 - Present
YMCA of Greater Charlotte April 2010 - July 2012
YMCA of Greater Charlotte August 2008 - April 2010
Helix Financial July 2007 - July 2008
Skills
Fundraising, Marketing Communications, Marketing, Marketing Strategy, Marketing Event Planning, Corporate Communications, Philanthropy, Social Media, Social Media Marketing, Adobe Creative Suite, Media Relations, Digital Media, Press Relations, Keynote, Scripting, Copywriting, Copy Editing, Creative Strategy, Nonprofits, Donor Engagement, Donor Communication, Video Production, Graphic Design, Facebook, Press Releases, Event Management
Education
Simpson College 2002 — 2006
Bachelor of Arts (BA), Marketing
Mihail Lungu Mihail Lungu's Helix Financial Experience July 2006 - September 2009
Job AVP at Wells Fargo
Industry Commercial Real Estate
Experience
Wells Fargo - Commercial Mortgage Servicing March 2011 - Present
Wachovia, A Wells Fargo Company September 2009 - March 2011
Helix Financial July 2006 - September 2009
Wachovia Bank August 2004 - July 2006
Skills
Underwriting, Financial Analysis, Credit, Portfolio Management, Valuation
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2008
MBA, Finance/Banking
Academia de Studii Economice din București 1997 — 2001
Bachelor of Science (BS), Accounting and Finance
Wells Fargo - Commercial Mortgage Servicing March 2011 - Present
Wachovia, A Wells Fargo Company September 2009 - March 2011
Helix Financial July 2006 - September 2009
Wachovia Bank August 2004 - July 2006
Skills
Underwriting, Financial Analysis, Credit, Portfolio Management, Valuation
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2008
MBA, Finance/Banking
Academia de Studii Economice din București 1997 — 2001
Bachelor of Science (BS), Accounting and Finance
Greg Murphy's Helix Financial Experience July 2009 - January 2010
Job Executive Vice President
Industry Financial Services
Experience
CommunityOne Bank October 2010 - Present
Union National Holdings January 2010 - October 2010
Helix Financial July 2009 - January 2010
MMC Group LP July 2008 - July 2009
Patriarch Partners 2001 - 2007
Skills
Due Diligence, Portfolio Management, Valuation, Workout, Capital Markets, Loans, Private Equity, Mergers & Acquisitions, Asset Management, Financial Modeling, Credit, Investment Banking, Banking, Restructuring, Financial Structuring, Structured Finance
Education
Northeastern University 1966 — 1971
CommunityOne Bank October 2010 - Present
Union National Holdings January 2010 - October 2010
Helix Financial July 2009 - January 2010
MMC Group LP July 2008 - July 2009
Patriarch Partners 2001 - 2007
Skills
Due Diligence, Portfolio Management, Valuation, Workout, Capital Markets, Loans, Private Equity, Mergers & Acquisitions, Asset Management, Financial Modeling, Credit, Investment Banking, Banking, Restructuring, Financial Structuring, Structured Finance
Education
Northeastern University 1966 — 1971
Theodore George's Helix Financial Experience July 2007 - January 2010
Job Director at BlackRock
Industry Investment Management
Experience
BlackRock Solutions 2010 - Present
Helix Financial July 2007 - January 2010
Alston & Bird 2005 - 2007
Parker Poe Adams & Bernstein LLP 2000 - 2005
Skills
Securitization, Structured Finance, Due Diligence, Asset Management, Capital Markets, Valuation, Portfolio Management, Financial Modeling, Private Equity, Asset Managment, CMBS
Education
Boston University School of Law 1997 — 2000
The University of Georgia 1991 — 1995
BSEd
BlackRock Solutions 2010 - Present
Helix Financial July 2007 - January 2010
Alston & Bird 2005 - 2007
Parker Poe Adams & Bernstein LLP 2000 - 2005
Skills
Securitization, Structured Finance, Due Diligence, Asset Management, Capital Markets, Valuation, Portfolio Management, Financial Modeling, Private Equity, Asset Managment, CMBS
Education
Boston University School of Law 1997 — 2000
The University of Georgia 1991 — 1995
BSEd
Thomas Bass's Helix Financial Experience September 2005 - February 2008
Job CRE Debt Professional
Industry Real Estate
Experience
FDIC September 2009 - Present
Indpendent Contractor June 2008 - July 2009
Helix Financial September 2005 - February 2008
MortgageRamp July 2003 - September 2005
NCF Financial February 2002 - June 2003
Fremont Investment November 1999 - January 2002
Mass Mutual June 1993 - October 1999
Northwestern Mutual September 1992 - May 1993
The MONY Group September 1984 - August 1992
Skills
Loan Origination, Mortgage Lending, Underwriting, Due Diligence, CMBS, Valuation, Asset Managment, Real Estate, Real Estate Economics, Portfolio Management, Capital Markets, Loans, Financial Analysis, Credit, Financial Structuring, Commercial Mortgages, Corporate Finance, Real Estate Development, Appraisals, Negotiation
Education
Georgia State University 1982 — 1984
MS, Real Estate
University of North Carolina at Chapel Hill 1974 — 1979
BA, City Planning
FDIC September 2009 - Present
Indpendent Contractor June 2008 - July 2009
Helix Financial September 2005 - February 2008
MortgageRamp July 2003 - September 2005
NCF Financial February 2002 - June 2003
Fremont Investment November 1999 - January 2002
Mass Mutual June 1993 - October 1999
Northwestern Mutual September 1992 - May 1993
The MONY Group September 1984 - August 1992
Skills
Loan Origination, Mortgage Lending, Underwriting, Due Diligence, CMBS, Valuation, Asset Managment, Real Estate, Real Estate Economics, Portfolio Management, Capital Markets, Loans, Financial Analysis, Credit, Financial Structuring, Commercial Mortgages, Corporate Finance, Real Estate Development, Appraisals, Negotiation
Education
Georgia State University 1982 — 1984
MS, Real Estate
University of North Carolina at Chapel Hill 1974 — 1979
BA, City Planning
Hector Mugurusa's Helix Financial Experience January 2006 - September 2008
Job Product Manager at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company September 2008 - Present
Helix Financial January 2006 - September 2008
Dealogic November 2003 - January 2006
Skills
Management, Business Analysis, Trading Systems, Equities, Fixed Income, CRM, Investment Banking, Project Management, Capital Markets, Derivatives, SDLC, Market Data, Vendor Management, Financial Services, Electronic Trading, Trading, Financial Markets, Process Improvement, Equity Derivatives, SQL, Product Management, Bloomberg, Options
Education
Stevens Institute of Technology 1997 — 2002
Bachelor of Engineering (B.E.), Computer Engineering
Jefferies & Company September 2008 - Present
Helix Financial January 2006 - September 2008
Dealogic November 2003 - January 2006
Skills
Management, Business Analysis, Trading Systems, Equities, Fixed Income, CRM, Investment Banking, Project Management, Capital Markets, Derivatives, SDLC, Market Data, Vendor Management, Financial Services, Electronic Trading, Trading, Financial Markets, Process Improvement, Equity Derivatives, SQL, Product Management, Bloomberg, Options
Education
Stevens Institute of Technology 1997 — 2002
Bachelor of Engineering (B.E.), Computer Engineering
Douglas C. Morrison's Helix Financial Experience 2006 - 2008
Job at Collateral Finders
Industry Real Estate
Experience
Consulting Contractor April 2009 - Present
Helix Financial 2006 - 2008
OfficeTiger 2002 - 2006
Summit Financial Corp 1988 - 2002
SunTrust Mortgage 1997 - 2000
Grove Capital Corp 1995 - 1997
Education
Columbia University - Columbia Business School
MBA, Finance
Washington and Lee University
BS, Mathematics
Consulting Contractor April 2009 - Present
Helix Financial 2006 - 2008
OfficeTiger 2002 - 2006
Summit Financial Corp 1988 - 2002
SunTrust Mortgage 1997 - 2000
Grove Capital Corp 1995 - 1997
Education
Columbia University - Columbia Business School
MBA, Finance
Washington and Lee University
BS, Mathematics
Kelley Mattinson's Helix Financial Experience April 2007 - January 2010
Job SVP, CFO at Colliers International | Atlanta
Industry Real Estate
Experience
Colliers International Atlanta April 2013 - Present
HLB Gross Collins, P.C. November 2011 - April 2013
BlackRock Solutions January 2010 - October 2011
Helix Financial April 2007 - January 2010
RRD Donnelley (formerly Office Tiger) April 2006 - April 2007
Deutsche Bank April 2000 - April 2006
Education
New York University, Stern School of Business 2001 — 2003
MBA, Finance and Management
The University of Georgia
BBA, Accounting
Colliers International Atlanta April 2013 - Present
HLB Gross Collins, P.C. November 2011 - April 2013
BlackRock Solutions January 2010 - October 2011
Helix Financial April 2007 - January 2010
RRD Donnelley (formerly Office Tiger) April 2006 - April 2007
Deutsche Bank April 2000 - April 2006
Education
New York University, Stern School of Business 2001 — 2003
MBA, Finance and Management
The University of Georgia
BBA, Accounting