Helm Financial Corporation
Description
Address: 19 Short Rd, Doylestown, PA 18901: Website: : : Hours: : Phone: : : Place name: Category: Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd phone number Unable to add this file. Please check that it is a valid photo. Add business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Helm Financial Corporation Posting publicly on the Web Write a review Reviews 1 Google review
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Helm Financial Corporation Employees
Employee
Years
Job
Industry
Drew Schoessel Drew Schoessel's Helm Financial Corporation Experience June 2012 - April 2014
Job Director of Sales, Locomotives at First Union Rail Corporation
Industry Transportation/Trucking/Railroad
Experience
First Union Rail Corporation April 2014 - Present
Helm Financial Corporation June 2012 - April 2014
Helm Financial Corporation October 2008 - May 2012
World Wide Technology 2003 - 2008
Skills
Transportation, Logistics, Rail, Freight, Transportation..., Project Planning, Negotiation, Operations Management, Budgets, Strategic Planning, Shipping, Supply Chain Management, Management
Education
Fontbonne University 1998 — 2002
Bachelor's degree, Marketing
First Union Rail Corporation April 2014 - Present
Helm Financial Corporation June 2012 - April 2014
Helm Financial Corporation October 2008 - May 2012
World Wide Technology 2003 - 2008
Skills
Transportation, Logistics, Rail, Freight, Transportation..., Project Planning, Negotiation, Operations Management, Budgets, Strategic Planning, Shipping, Supply Chain Management, Management
Education
Fontbonne University 1998 — 2002
Bachelor's degree, Marketing
Daniel Rocha Daniel Rocha's Helm Financial Corporation Experience June 2005 - January 2008
Job Manager, Customer Engagement Digital Marketing at Marin Software
Industry Marketing and Advertising
Experience
Marin Software April 2014 - Present
Blackhawk Network Safeway Inc. April 2012 - March 2014
iProspect January 2010 - April 2012
iProspect February 2008 - January 2010
Helm Financial Corporation June 2005 - January 2008
Skills
SEO, SEM, Data Analysis, Digital Marketing, Performance Marketing, SMO, Mobile Marketing, Local Marketing, B2C marketing, B2B Marketing, Organic Search, PPC, E-commerce, Social Media, Google Analytics, Google Adwords, Omniture, Web Analytics, HTML, Web Project Management, Web, Web Services, Email Marketing, Affiliate Marketing, Display Advertising, Online Advertising, Online Reputation..., Online Marketing
Education
University of California, Berkeley
Bachelor's Degree, Mass Communications, Political Science
Marin Software April 2014 - Present
Blackhawk Network Safeway Inc. April 2012 - March 2014
iProspect January 2010 - April 2012
iProspect February 2008 - January 2010
Helm Financial Corporation June 2005 - January 2008
Skills
SEO, SEM, Data Analysis, Digital Marketing, Performance Marketing, SMO, Mobile Marketing, Local Marketing, B2C marketing, B2B Marketing, Organic Search, PPC, E-commerce, Social Media, Google Analytics, Google Adwords, Omniture, Web Analytics, HTML, Web Project Management, Web, Web Services, Email Marketing, Affiliate Marketing, Display Advertising, Online Advertising, Online Reputation..., Online Marketing
Education
University of California, Berkeley
Bachelor's Degree, Mass Communications, Political Science
James Dennis, CPA James Dennis, CPA's Helm Financial Corporation Experience July 2008 - November 2009
Job Vice President SEC Reporting Manager at MUFG Americas
Industry Banking
Experience
MUFG Union Bank, N.A. November 2014 - Present
Union Bank October 2013 - October 2014
Union Bank August 2012 - October 2013
Federal Home Loan Bank of San Francisco November 2009 - August 2012
Helm Financial Corporation July 2008 - November 2009
Skills
Financial Analysis, Accounting, SEC filings, Analytics
Education
Cal Poly San Luis Obispo
BS, Business Administration
MUFG Union Bank, N.A. November 2014 - Present
Union Bank October 2013 - October 2014
Union Bank August 2012 - October 2013
Federal Home Loan Bank of San Francisco November 2009 - August 2012
Helm Financial Corporation July 2008 - November 2009
Skills
Financial Analysis, Accounting, SEC filings, Analytics
Education
Cal Poly San Luis Obispo
BS, Business Administration
Jason Zimmerman Jason Zimmerman's Helm Financial Corporation Experience March 2002 - June 2012
Job Pacific RailMarine
Industry Transportation/Trucking/Railroad
Experience
Pacific RailMarine July 2012 - Present
Helm Financial Corporation March 2002 - June 2012
Salesnet, Inc. (via acquisition of Cargill Consulting Group) August 1999 - September 2001
Skills
Management, Strategic Planning, Marketing, Strategy, Business Development, Transportation, Business Strategy, Sales, New Business Development, Contract Negotiation
Education
Denison University 1995 — 1999
B.A., Politics, Philosophy, and Economics
Pacific RailMarine July 2012 - Present
Helm Financial Corporation March 2002 - June 2012
Salesnet, Inc. (via acquisition of Cargill Consulting Group) August 1999 - September 2001
Skills
Management, Strategic Planning, Marketing, Strategy, Business Development, Transportation, Business Strategy, Sales, New Business Development, Contract Negotiation
Education
Denison University 1995 — 1999
B.A., Politics, Philosophy, and Economics
Addilynne Martinez Addilynne Martinez's Helm Financial Corporation Experience July 2013 - August 2014
Job Operations Coordinator at CAI International, Inc.
Industry
Experience
CAI International, Inc. September 2014 - Present
Helm Financial Corporation July 2013 - August 2014
UC Davis Campus Recreation - Business Center June 2010 - July 2013
Yolo Count Probation August 2012 - December 2012
Pearl Gates Facilities June 2007 - July 2009
Skills
Customer Service
Education
University of California, Davis 2009 — 2013
Bachelor's Degree, Psychology
University of California, Davis 2009 — 2013
Bachelor's Degree, International Relations and Affairs
CAI International, Inc. September 2014 - Present
Helm Financial Corporation July 2013 - August 2014
UC Davis Campus Recreation - Business Center June 2010 - July 2013
Yolo Count Probation August 2012 - December 2012
Pearl Gates Facilities June 2007 - July 2009
Skills
Customer Service
Education
University of California, Davis 2009 — 2013
Bachelor's Degree, Psychology
University of California, Davis 2009 — 2013
Bachelor's Degree, International Relations and Affairs
Erin Greer's Helm Financial Corporation Experience November 2006 - May 2008
Job at
Industry Computer Software
Experience
DOE February 2015 - Present
Honsador Lumber December 2013 - September 2014
Honolulu Cookie Company January 2013 - December 2013
Autonomy Inc, an HP Company June 2008 - October 2011
Helm Financial Corporation November 2006 - May 2008
Skills
Risk Management, Revenue Recognition, Accounting, Strategy, Corporate Governance, Contract Negotiation, Start-ups, Corporate Finance, Training, Negotiation, Process Improvement, Finance, Leadership, Mergers & Acquisitions, Financial Modeling, Auditing, Microsoft Excel, Financial Reporting, Financial Analysis, Microsoft Office, Strategic Planning
Education
San Francisco State University 2005 — 2007
MBA, Concentration in Management
CSU Stanislaus 2003 — 2005
BS in Business Administration, Concentration in Accounting
DOE February 2015 - Present
Honsador Lumber December 2013 - September 2014
Honolulu Cookie Company January 2013 - December 2013
Autonomy Inc, an HP Company June 2008 - October 2011
Helm Financial Corporation November 2006 - May 2008
Skills
Risk Management, Revenue Recognition, Accounting, Strategy, Corporate Governance, Contract Negotiation, Start-ups, Corporate Finance, Training, Negotiation, Process Improvement, Finance, Leadership, Mergers & Acquisitions, Financial Modeling, Auditing, Microsoft Excel, Financial Reporting, Financial Analysis, Microsoft Office, Strategic Planning
Education
San Francisco State University 2005 — 2007
MBA, Concentration in Management
CSU Stanislaus 2003 — 2005
BS in Business Administration, Concentration in Accounting
Shirin (Shirin Mostaghim) Mostaghim Jones Shirin (Shirin Mostaghim) Mostaghim Jones's Helm Financial Corporation Experience 2006 - 2006
Job Digital Marketing Professional
Industry Marketing and Advertising
Experience
Bare Escentuals May 2013 - Present
Pandora September 2012 - February 2013
iProspect August 2011 - September 2012
iProspect April 2010 - August 2011
Google, Inc October 2006 - April 2010
Helm Financial Corporation 2006 - 2006
Universal Music And Video Distribution, Island Def Jam May 2005 - August 2005
Clear Channel Radio 2004 - 2005
Skills
Google Analytics, Event Management, Google Technologies, Contract Negotiation, Project Planning, Promoters, PPC, Management, Search Advertising, Display Advertising, Google Adwords, Mobile Advertising, Online Marketing, Social Media Marketing, SEO, Advertising, Social Media, Salesforce.com, CRM, Facebook, Strategy, Online Advertising
Education
Mount Holyoke College 2002 — 2006
BA, Romance Languages and Literatures (French and Spanish)
French American International School
Bare Escentuals May 2013 - Present
Pandora September 2012 - February 2013
iProspect August 2011 - September 2012
iProspect April 2010 - August 2011
Google, Inc October 2006 - April 2010
Helm Financial Corporation 2006 - 2006
Universal Music And Video Distribution, Island Def Jam May 2005 - August 2005
Clear Channel Radio 2004 - 2005
Skills
Google Analytics, Event Management, Google Technologies, Contract Negotiation, Project Planning, Promoters, PPC, Management, Search Advertising, Display Advertising, Google Adwords, Mobile Advertising, Online Marketing, Social Media Marketing, SEO, Advertising, Social Media, Salesforce.com, CRM, Facebook, Strategy, Online Advertising
Education
Mount Holyoke College 2002 — 2006
BA, Romance Languages and Literatures (French and Spanish)
French American International School
Jimmy Lee (Pat) Taft's Helm Financial Corporation Experience January 2001 - January 2011
Job Executive Assistant at Kaiser Permanente
Industry Executive Office
Experience
Kaiser Permanente September 2013 - Present
Kaiser Permanente July 2012 - July 2013
APR CONSULTING, INC. November 2011 - July 2012
Helm Financial Corporation January 2001 - January 2011
HOULIHAN LOKEY HOWARD & ZUKIN, INC October 1998 - December 2000
Skills
Human Resources, Payroll, Management, Outlook, Microsoft Excel, PowerPoint, Invoicing, Onboarding, Microsoft Word, Process Scheduler, Accounting, Lotus Notes, Visio, Finance, New Hire Orientations, Policy
Education
Chabot College 2010 — 2014
Associate of Arts (A.A.),
California State University East Bay Continuing and International Education 2007 — 2009
Beginning in Fall 2014, working towards obtaining B.A., Human Development and Family Studies, General (Education)
Kaiser Permanente September 2013 - Present
Kaiser Permanente July 2012 - July 2013
APR CONSULTING, INC. November 2011 - July 2012
Helm Financial Corporation January 2001 - January 2011
HOULIHAN LOKEY HOWARD & ZUKIN, INC October 1998 - December 2000
Skills
Human Resources, Payroll, Management, Outlook, Microsoft Excel, PowerPoint, Invoicing, Onboarding, Microsoft Word, Process Scheduler, Accounting, Lotus Notes, Visio, Finance, New Hire Orientations, Policy
Education
Chabot College 2010 — 2014
Associate of Arts (A.A.),
California State University East Bay Continuing and International Education 2007 — 2009
Beginning in Fall 2014, working towards obtaining B.A., Human Development and Family Studies, General (Education)
Tony Navarra Tony Navarra's Helm Financial Corporation Experience May 1994 - June 2001
Job Salesman at Villa Terrazza
Industry Marketing and Advertising
Experience
Villa Terrazza July 2010 - Present
EnergyBounce June 2008 - Present
Sweetwater Home Services April 2009 - January 2010
Rio Grande Chemical February 2007 - June 2008
West Teak March 2003 - February 2007
Helm Financial Corporation May 1994 - June 2001
Helm Financial Corporation May 1994 - June 2001
Wells Fargo Bank January 1989 - April 1994
US Leasing 1993 - 1994
Skills
Public Speaking, Sales Process, Marketing, Sales, Negotiation, Team Building, Customer Service, Public Relations, Management, Advertising, Networking, Customer Satisfaction, Troubleshooting, Web Site Production, Marketing Strategy, New Business Development, Software Development
Education
American River College 1980 — 1985
A.S. Degree, Mathematics
American River College 1980 — 1984
A.S., Mathmatics
Villa Terrazza July 2010 - Present
EnergyBounce June 2008 - Present
Sweetwater Home Services April 2009 - January 2010
Rio Grande Chemical February 2007 - June 2008
West Teak March 2003 - February 2007
Helm Financial Corporation May 1994 - June 2001
Helm Financial Corporation May 1994 - June 2001
Wells Fargo Bank January 1989 - April 1994
US Leasing 1993 - 1994
Skills
Public Speaking, Sales Process, Marketing, Sales, Negotiation, Team Building, Customer Service, Public Relations, Management, Advertising, Networking, Customer Satisfaction, Troubleshooting, Web Site Production, Marketing Strategy, New Business Development, Software Development
Education
American River College 1980 — 1985
A.S. Degree, Mathematics
American River College 1980 — 1984
A.S., Mathmatics
Matthew Ogburn Matthew Ogburn's Helm Financial Corporation Experience April 1995 - April 2014
Job SVP, Secretary & General Counsel at Helm Financial Corporation
Industry Transportation/Trucking/Railroad
Experience
Helm Financial Corporation April 1995 - April 2014
Skills
Corporate Finance, Transportation, Rail, Due Diligence, Finance, Financial Analysis, Risk Management, Private Equity, Mergers & Acquisitions, Joint Ventures, Venture Capital, Restructuring, Corporate Governance, Financial Modeling, Portfolio Management, Structured Finance, Negotiation, Asset Management
Education
University of California, Berkeley 1980 — 1984
B.A. with honors, Political Science & German
The University of Göttingen 1982 — 1983
Politik und Wirtschaft
Menlo-Atherton High School 1976 — 1980
Helm Financial Corporation April 1995 - April 2014
Skills
Corporate Finance, Transportation, Rail, Due Diligence, Finance, Financial Analysis, Risk Management, Private Equity, Mergers & Acquisitions, Joint Ventures, Venture Capital, Restructuring, Corporate Governance, Financial Modeling, Portfolio Management, Structured Finance, Negotiation, Asset Management
Education
University of California, Berkeley 1980 — 1984
B.A. with honors, Political Science & German
The University of Göttingen 1982 — 1983
Politik und Wirtschaft
Menlo-Atherton High School 1976 — 1980
Thomas Freitas Thomas Freitas's Helm Financial Corporation Experience 1992 - 2000
Job Intellirail.com and RailTech Software Systems
Industry Transportation/Trucking/Railroad
Experience
RailTech Software Systems 1988 - Present
Intellirail 1988 - Present
Core Systems 2000 - 2001
Helm Financial Corporation 1992 - 2000
GE Railcar Leasing Services 1990 - 1992
Education
San Joaquin Delta College 1978 — 1979
Associate of Arts (A.A.), Railroad and Railway Transportation, 3.7
RailTech Software Systems 1988 - Present
Intellirail 1988 - Present
Core Systems 2000 - 2001
Helm Financial Corporation 1992 - 2000
GE Railcar Leasing Services 1990 - 1992
Education
San Joaquin Delta College 1978 — 1979
Associate of Arts (A.A.), Railroad and Railway Transportation, 3.7
Annette Wolff Annette Wolff's Helm Financial Corporation Experience September 1996 - March 2001
Job Document Manager at Pattern Energy Group LP
Industry Renewables & Environment
Experience
Pattern Energy Group LP May 2013 - Present
Lindsay Wildlife Museum April 2010 - Present
Lindsay Wildlife Museum May 2008 - Present
Pattern Energy Group LP April 2012 - April 2013
Pegasus Aviation Finance Company July 2001 - November 2007
Helm Financial Corporation September 1996 - March 2001
Helm Financial Corporation September 1990 - September 1996
Education
Golden Gate University
MBA, Finance
University of California, Los Angeles
BA, Economics
Pattern Energy Group LP May 2013 - Present
Lindsay Wildlife Museum April 2010 - Present
Lindsay Wildlife Museum May 2008 - Present
Pattern Energy Group LP April 2012 - April 2013
Pegasus Aviation Finance Company July 2001 - November 2007
Helm Financial Corporation September 1996 - March 2001
Helm Financial Corporation September 1990 - September 1996
Education
Golden Gate University
MBA, Finance
University of California, Los Angeles
BA, Economics
Cynthia Rantisi Cynthia Rantisi's Helm Financial Corporation Experience December 2009 - August 2013
Job Sales & Marketing Finance Analyst at StubHub
Industry Internet
Experience
StubHub September 2013 - Present
Helm Financial Corporation December 2009 - August 2013
Skills
Revenue Recognition, Revenue Analysis, G/L Analysis, Financial Audits, Budget Forecasts, Top-notch Customer..., Invoice Processing, Monthly Close, FRx, Accruals, Cash Flow Forecasting, Intercompany..., Financial Statements, Cash, Bank Reconciliation, Year-end Close, Financial Analysis, GAAP, Variance Analysis
Education
San Francisco State University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
StubHub September 2013 - Present
Helm Financial Corporation December 2009 - August 2013
Skills
Revenue Recognition, Revenue Analysis, G/L Analysis, Financial Audits, Budget Forecasts, Top-notch Customer..., Invoice Processing, Monthly Close, FRx, Accruals, Cash Flow Forecasting, Intercompany..., Financial Statements, Cash, Bank Reconciliation, Year-end Close, Financial Analysis, GAAP, Variance Analysis
Education
San Francisco State University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Omar Fiel Omar Fiel's Helm Financial Corporation Experience October 2011 - March 2012
Job Project Controls Analyst, Pacific Gas & Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company January 2014 - Present
Pacific Gas and Electric Company April 2012 - January 2014
Helm Financial Corporation October 2011 - March 2012
ATEL Capital Group December 2007 - October 2011
RE/ MAX Today July 2006 - December 2007
Peabody & PLUM Realtors, Inc. July 2004 - March 2006
Skills
Forecasting, SAP, Accounting, Project Planning, Analysis, Microsoft Excel, Management, Portfolio Management, Legal Writing, Financial Analysis, Due Diligence, Contract Management, Project Management, Finance, Budgets, Microsoft Office, Negotiation, Business Analysis, MS Project, Data Analysis, Project Coordination, Microsoft Project
Education
California Polytechnic State University-San Luis Obispo 1999 — 2004
Business Administration, Concentration - International Business; Minor - Economics
Pacific Gas and Electric Company January 2014 - Present
Pacific Gas and Electric Company April 2012 - January 2014
Helm Financial Corporation October 2011 - March 2012
ATEL Capital Group December 2007 - October 2011
RE/ MAX Today July 2006 - December 2007
Peabody & PLUM Realtors, Inc. July 2004 - March 2006
Skills
Forecasting, SAP, Accounting, Project Planning, Analysis, Microsoft Excel, Management, Portfolio Management, Legal Writing, Financial Analysis, Due Diligence, Contract Management, Project Management, Finance, Budgets, Microsoft Office, Negotiation, Business Analysis, MS Project, Data Analysis, Project Coordination, Microsoft Project
Education
California Polytechnic State University-San Luis Obispo 1999 — 2004
Business Administration, Concentration - International Business; Minor - Economics
Derek Norris Derek Norris's Helm Financial Corporation Experience 1990 - 2001
Job Independent Consultant/ Experienced Financial Analyst
Industry Financial Services
Experience
Self Employed January 2012 - Present
SOLON Corporation May 2011 - January 2012
Bridgeway Capital Advisors December 2003 - March 2011
Bank of America Leasing & Capital 2001 - 2002
Helm Financial Corporation 1990 - 2001
Wells Fargo Leasing/LB Credit Corporation 1980 - 1990
Skills
Project Finance, Risk Management, Photovoltaics, Financial Analysis, Energy, Solar Energy, Financial Structuring, Structured Finance, Due Diligence, Valuation, Renewable Energy, Financial Modeling, Corporate Finance, Business Strategy, Finance, Portfolio Management, Budgets, Analysis
Education
University of California, Berkeley, Haas School of Business 1975 — 1979
BS, Business Administration
Crenshaw High
University of California, Berkeley
University of California, Berkeley
Self Employed January 2012 - Present
SOLON Corporation May 2011 - January 2012
Bridgeway Capital Advisors December 2003 - March 2011
Bank of America Leasing & Capital 2001 - 2002
Helm Financial Corporation 1990 - 2001
Wells Fargo Leasing/LB Credit Corporation 1980 - 1990
Skills
Project Finance, Risk Management, Photovoltaics, Financial Analysis, Energy, Solar Energy, Financial Structuring, Structured Finance, Due Diligence, Valuation, Renewable Energy, Financial Modeling, Corporate Finance, Business Strategy, Finance, Portfolio Management, Budgets, Analysis
Education
University of California, Berkeley, Haas School of Business 1975 — 1979
BS, Business Administration
Crenshaw High
University of California, Berkeley
University of California, Berkeley
Matthew Sowell Matthew Sowell's Helm Financial Corporation Experience March 2006 - October 2010
Job Worldwide Relocation Management
Industry Transportation/Trucking/Railroad
Experience
Ernie's Van & Storage November 2010 - Present
Helm Financial Corporation March 2006 - October 2010
IMG January 2005 - February 2006
Education
Saint Mary's College of California 2001 — 2005
Bachelor of Science (B.S.), Business & Economics (Minor Religious Studies)
Ernie's Van & Storage November 2010 - Present
Helm Financial Corporation March 2006 - October 2010
IMG January 2005 - February 2006
Education
Saint Mary's College of California 2001 — 2005
Bachelor of Science (B.S.), Business & Economics (Minor Religious Studies)
Rod Gilchrist Rod Gilchrist's Helm Financial Corporation Experience January 2000 - January 2005
Job Owner, 123Awards.com
Industry Writing and Editing
Experience
123-Awards.com August 1999 - Present
Helm Financial Corporation January 2000 - January 2005
RWS Group January 1994 - January 1999
Polyglot International (defunct) 1994 - 1999
Sheridan College 1988 - 1993
Skills
Globalization, Marketing, Web Development, Content Management, Management, Social Media, Digital Media, New Media, Online Marketing, Google Adwords, Web Analytics, Journalism, Online Advertising, SEM, Digital Marketing
Education
Conestoga College 1984 — 1986
123-Awards.com August 1999 - Present
Helm Financial Corporation January 2000 - January 2005
RWS Group January 1994 - January 1999
Polyglot International (defunct) 1994 - 1999
Sheridan College 1988 - 1993
Skills
Globalization, Marketing, Web Development, Content Management, Management, Social Media, Digital Media, New Media, Online Marketing, Google Adwords, Web Analytics, Journalism, Online Advertising, SEM, Digital Marketing
Education
Conestoga College 1984 — 1986
Michael Woolfolk's Helm Financial Corporation Experience August 2007 - Present
Job Senior Accountant at Helm Financial Corporation
Industry Financial Services
Experience
Helm Financial Corporation August 2007 - Present
Live Nation 2006 - 2008
Skills
Financial Modeling, General Ledger, Financial Analysis, Account Reconciliation, Accounts Payable, Due Diligence, Finance, Accounts Receivable
Education
San Francisco State University, College of Business
Business Administration, Accounting
Helm Financial Corporation August 2007 - Present
Live Nation 2006 - 2008
Skills
Financial Modeling, General Ledger, Financial Analysis, Account Reconciliation, Accounts Payable, Due Diligence, Finance, Accounts Receivable
Education
San Francisco State University, College of Business
Business Administration, Accounting
Erik Larson's Helm Financial Corporation Experience 2005 - 2005
Job Helping organizations realize the power of integrating communications in order to build better customer experiences.
Industry Information Technology and Services
Experience
Twilio Inc. January 2015 - Present
Twilio Inc. June 2014 - December 2014
Tata Communications June 2013 - June 2014
Tata Communications January 2010 - May 2013
BitGravity September 2009 - October 2010
BitGravity July 2008 - July 2010
Advanced Data Centers September 2007 - April 2008
Helm Financial Corporation 2005 - 2005
Education
Columbia University in the City of New York 2004 — 2007
BA, Political Science
Twilio Inc. January 2015 - Present
Twilio Inc. June 2014 - December 2014
Tata Communications June 2013 - June 2014
Tata Communications January 2010 - May 2013
BitGravity September 2009 - October 2010
BitGravity July 2008 - July 2010
Advanced Data Centers September 2007 - April 2008
Helm Financial Corporation 2005 - 2005
Education
Columbia University in the City of New York 2004 — 2007
BA, Political Science
Femenio Caritativo's Helm Financial Corporation Experience 1999 - 2001
Job Experienced: IT Manager, Electrician, Partner Yoga Instructor, Thai Massage Therapist, Healer, Doula and Project Manager
Industry Health, Wellness and Fitness
Experience
Flex Networks December 2002 - Present
Helm Financial Corporation 1999 - 2001
Skills
Hatha Yoga, Thai Massage, IT Management, Relaxation, Wellness, Fitness, Nutrition, Meditation, Therapeutic Massage, Holistic Health, Healing, Energy Healing, Personal Development, Fitness Training, Personal Training, Stress Management, Mindfulness, Coaching
Education
Intergral Yoga Institute SF 2012 — 2013
200 RYT, Hatha Yoga
Southern Oregon University 1989 — 1990
N/A, marketing computer science
Flex Networks December 2002 - Present
Helm Financial Corporation 1999 - 2001
Skills
Hatha Yoga, Thai Massage, IT Management, Relaxation, Wellness, Fitness, Nutrition, Meditation, Therapeutic Massage, Holistic Health, Healing, Energy Healing, Personal Development, Fitness Training, Personal Training, Stress Management, Mindfulness, Coaching
Education
Intergral Yoga Institute SF 2012 — 2013
200 RYT, Hatha Yoga
Southern Oregon University 1989 — 1990
N/A, marketing computer science
Joe McKenney's Helm Financial Corporation Experience November 1993 - December 2009
Job Principal at RailSolutions Holdings, Inc
Industry Transportation/Trucking/Railroad
Experience
RailPod Inc. June 2014 - Present
Probotio Investments, LLC June 2014 - Present
RailSolutions Holdings, Inc January 2014 - Present
Vectura Capital Advisors, LLC April 2010 - Present
Helm Financial Corporation November 1993 - December 2009
Bank of Boston 1990 - 1993
Transamerica Leasing 1985 - 1988
Skills
Valuation, Portfolio Management, Financial Structuring, Analysis, Strategy, Equities, Corporate Finance, Due Diligence, Financial Analysis, Derivatives, Investments, Mergers & Acquisitions
Education
Boston College 1979 — 1983
Bachelor of Arts (B.A.), Economics
RailPod Inc. June 2014 - Present
Probotio Investments, LLC June 2014 - Present
RailSolutions Holdings, Inc January 2014 - Present
Vectura Capital Advisors, LLC April 2010 - Present
Helm Financial Corporation November 1993 - December 2009
Bank of Boston 1990 - 1993
Transamerica Leasing 1985 - 1988
Skills
Valuation, Portfolio Management, Financial Structuring, Analysis, Strategy, Equities, Corporate Finance, Due Diligence, Financial Analysis, Derivatives, Investments, Mergers & Acquisitions
Education
Boston College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Nathan Lohmeyer's Helm Financial Corporation Experience May 2004 - August 2004
Job Vice President, Government Programs
Industry Hospital & Health Care
Experience
DaVita January 2011 - Present
HealthScape Advisors LLC May 2009 - January 2011
Huron Consulting Group 2005 - 2009
Helm Financial Corporation May 2004 - August 2004
University Directories May 2003 - August 2003
Skills
Financial Analysis, Financial Modeling, Due Diligence, Project Management, Strategic Planning, Business Strategy, Mergers & Acquisitions, Process Improvement, Business Process..., Strategy, Analysis, Business Analysis, Cross-functional Team..., Data Analysis, Management Consulting
Education
University of Notre Dame 2001 — 2005
BBA, Finance
DaVita January 2011 - Present
HealthScape Advisors LLC May 2009 - January 2011
Huron Consulting Group 2005 - 2009
Helm Financial Corporation May 2004 - August 2004
University Directories May 2003 - August 2003
Skills
Financial Analysis, Financial Modeling, Due Diligence, Project Management, Strategic Planning, Business Strategy, Mergers & Acquisitions, Process Improvement, Business Process..., Strategy, Analysis, Business Analysis, Cross-functional Team..., Data Analysis, Management Consulting
Education
University of Notre Dame 2001 — 2005
BBA, Finance
Courtney A. O'H. Williams's Helm Financial Corporation Experience January 2011 - June 2014
Job President & Chief Executive Officer at Helm Financial Corporation
Industry Transportation/Trucking/Railroad
Experience
Helm Financial Corporation January 2011 - June 2014
Helm Financial Corporation November 2007 - February 2011
Helm Financial Corporation April 2004 - October 2007
Helm Financial Corporation November 2000 - March 2004
Helm Financial Corporation April 1996 - October 2000
Banc Boston Leasing 1988 - 1996
Skills
Corporate Finance, Due Diligence, Transportation, Contract Negotiation, Operations Management, Rail, Strategic Planning, Logistics, Asset Based Lending, Risk Management, Management, Strategy, Budgets, Leadership, Mergers, Financial Analysis, Process Improvement, Negotiation, Project Planning, Investments
Education
Boston College 1984 — 1988
BA, English
Helm Financial Corporation January 2011 - June 2014
Helm Financial Corporation November 2007 - February 2011
Helm Financial Corporation April 2004 - October 2007
Helm Financial Corporation November 2000 - March 2004
Helm Financial Corporation April 1996 - October 2000
Banc Boston Leasing 1988 - 1996
Skills
Corporate Finance, Due Diligence, Transportation, Contract Negotiation, Operations Management, Rail, Strategic Planning, Logistics, Asset Based Lending, Risk Management, Management, Strategy, Budgets, Leadership, Mergers, Financial Analysis, Process Improvement, Negotiation, Project Planning, Investments
Education
Boston College 1984 — 1988
BA, English
jim magee's Helm Financial Corporation Experience 1991 - 1996
Job Senior Vice PresidentNorth American Rail, CAI International
Industry Transportation/Trucking/Railroad
Experience
CAI International January 2012 - Present
Atel Capital Group January 2011 - January 2012
Trean,LLC January 2009 - January 2011
All Capital Rail Management January 2006 - December 2008
Trinity Industries January 2004 - December 2005
Flex Leasing Corporation October 1996 - December 2003
Helm Financial Corporation 1991 - 1996
CSX 1977 - 1991
Education
Loyola University Maryland 1986 — 1989
MBA
University of Maryland College Park 1972 — 1976
BA, English/Business Administration
CAI International January 2012 - Present
Atel Capital Group January 2011 - January 2012
Trean,LLC January 2009 - January 2011
All Capital Rail Management January 2006 - December 2008
Trinity Industries January 2004 - December 2005
Flex Leasing Corporation October 1996 - December 2003
Helm Financial Corporation 1991 - 1996
CSX 1977 - 1991
Education
Loyola University Maryland 1986 — 1989
MBA
University of Maryland College Park 1972 — 1976
BA, English/Business Administration
Larry Bush's Helm Financial Corporation Experience April 2013 - May 2014
Job Financial Executive
Industry Machinery
Experience
ML Holdings June 2015 - Present
Power Equipment Company - PECO June 2015 - Present
Helm Financial Corporation April 2013 - May 2014
OmniTRAX, Inc. February 2007 - April 2013
RailAmerica June 1994 - June 2006
Coopers & Lybrand December 1990 - May 1994
Skills
Accounting, Auditing, Budgets, Business Development, Corporate Finance, Customer Service, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Freight, Mergers, Mergers & Acquisitions, Negotiation, Operations Management, Process Improvement, Risk Management, Strategic Planning, Transportation, Pricing, Analysis, Cash Flow, SAP
Education
St. Thomas University 1985 — 1986
Accunting
Siena College 1981 — 1985
BBA, Accounting
ML Holdings June 2015 - Present
Power Equipment Company - PECO June 2015 - Present
Helm Financial Corporation April 2013 - May 2014
OmniTRAX, Inc. February 2007 - April 2013
RailAmerica June 1994 - June 2006
Coopers & Lybrand December 1990 - May 1994
Skills
Accounting, Auditing, Budgets, Business Development, Corporate Finance, Customer Service, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Freight, Mergers, Mergers & Acquisitions, Negotiation, Operations Management, Process Improvement, Risk Management, Strategic Planning, Transportation, Pricing, Analysis, Cash Flow, SAP
Education
St. Thomas University 1985 — 1986
Accunting
Siena College 1981 — 1985
BBA, Accounting
Mark Zuercher's Helm Financial Corporation Experience October 1985 - July 2008
Job Retired Railroad Equipment Executive
Industry Transportation/Trucking/Railroad
Experience
Helm Financial Corporation October 1985 - July 2008
Education
Southern Methodist University - Cox School of Business 1978 — 1979
MBA, Finance, Marketing
The University of Kansas 1974 — 1978
BS, Business Administration
Helm Financial Corporation October 1985 - July 2008
Education
Southern Methodist University - Cox School of Business 1978 — 1979
MBA, Finance, Marketing
The University of Kansas 1974 — 1978
BS, Business Administration
Joseph Chin's Helm Financial Corporation Experience December 2009 - November 2013
Job AR Specialist at Open Table
Industry Hospitality
Experience
OpenTable March 2014 - Present
Helm Financial Corporation December 2009 - November 2013
Centerplate March 2006 - October 2009
Federal Reserve Bank of San Francisco January 2009 - April 2009
BigBand Networks June 2004 - August 2004
Skills
Financial Analysis, Financial Statements, Accounts Receivable, Budgets, Account Reconciliation, Spreadsheets, General Ledger, Auditing, Financial Modeling, Accounts Payable, Cash Flow, Cost Accounting, Mergers, Journal Entries, Bank Reconciliation, Great Plains Software, Financial Reporting, Revenue Recognition, Microsoft Excel, Mergers & Acquisitions, Invoicing, Accounting, US GAAP, Monthly Close, FRx, Cash Flow Forecasting, Fixed Assets, Accruals
Education
San Francisco State University 2004 — 2008
Bachelors, Corporate Finance & Financial Services
Sacred Heart Cathedral Preparatory 2000 — 2004
OpenTable March 2014 - Present
Helm Financial Corporation December 2009 - November 2013
Centerplate March 2006 - October 2009
Federal Reserve Bank of San Francisco January 2009 - April 2009
BigBand Networks June 2004 - August 2004
Skills
Financial Analysis, Financial Statements, Accounts Receivable, Budgets, Account Reconciliation, Spreadsheets, General Ledger, Auditing, Financial Modeling, Accounts Payable, Cash Flow, Cost Accounting, Mergers, Journal Entries, Bank Reconciliation, Great Plains Software, Financial Reporting, Revenue Recognition, Microsoft Excel, Mergers & Acquisitions, Invoicing, Accounting, US GAAP, Monthly Close, FRx, Cash Flow Forecasting, Fixed Assets, Accruals
Education
San Francisco State University 2004 — 2008
Bachelors, Corporate Finance & Financial Services
Sacred Heart Cathedral Preparatory 2000 — 2004
Bradley Wind's Helm Financial Corporation Experience June 2005 - Present
Job Executive Vice President Director of Marketing at Helm Financial Corporation
Industry Transportation/Trucking/Railroad
Experience
Helm Financial Corporation June 2005 - Present
Education
Roosevelt University
Master of Business Administration (MBA)
University of Missouri
Bachelor of Science (BS)
Helm Financial Corporation June 2005 - Present
Education
Roosevelt University
Master of Business Administration (MBA)
University of Missouri
Bachelor of Science (BS)