Helmut Boisch, Pmp, Mba

Helmut Boisch, Pmp, Mba Email and Phone Number

COO Investment Mgmt | Tech Founder @ Dunham
Helmut Boisch, Pmp, Mba's Location
San Diego, California, United States, United States
Helmut Boisch, Pmp, Mba's Contact Details

Helmut Boisch, Pmp, Mba personal email

n/a
About Helmut Boisch, Pmp, Mba

An experienced leader with over 20 years of experience including roles in compliance, information technology, operations, and overall project management. His experience includes running financial services firms as COO in trust, investment management, broker dealer as well as enterprise B2B and B2G software firms as founder/CEO. His career began with distinguished military service in the Army as a non-commissioned officer.

Helmut Boisch, Pmp, Mba's Current Company Details
Dunham

Dunham

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COO Investment Mgmt | Tech Founder
Helmut Boisch, Pmp, Mba Work Experience Details
  • Dunham
    Chief Operating Officer
    Dunham Mar 2022 - Present
    San Diego, California, Us
    Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/ Dealer. Member FINRA/ SIPC.
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  • Hbscomply
    Ceo/Founder
    Hbscomply Jan 2020 - Present
    Chula Vista, California, Us
    Law Enforcement accountability software for policy management, paperless reporting, and training.
    View
  • Allianz Global Investors
    Director (Svp), Global Head Of Vendor Management
    Allianz Global Investors Jul 2018 - Mar 2022
    Worldwide, Oo
    View
  • Allianz Global Investors
    Vice President, U.S. Head Of Operations Project Management
    Allianz Global Investors Jul 2017 - Jul 2018
    Worldwide, Oo
    View
  • Allianz Global Investors
    Vice President, Deputy Chief Compliance Officer
    Allianz Global Investors Apr 2014 - Jul 2017
    Worldwide, Oo
    View
  • Neuberger Berman
    Investment Compliance Guideline Oversight
    Neuberger Berman Sep 2008 - May 2010
    New York, Ny, Us
    View
  • Lehman Brothers
    Business Analyst - Technology
    Lehman Brothers Jun 2007 - Sep 2008
    Us
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  • Bloomberg Lp
    Fixed Income Data Analyst
    Bloomberg Lp Dec 2003 - Jun 2007
    New York, Ny, Us
    View
  • Us Army
    Sergeant - Combat Engineer/Tank Crewman (Arng)
    Us Army Jun 1997 - Jun 2003
    Arlington, Virginia, Us
    Deployed to Iraq as a noncommissioned officer and team leader performing combat patrols and various other missions. Participated in security operations on and after September 11, 2001.
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Helmut Boisch, Pmp, Mba Skills

Risk Management Bloomberg Trading Systems Alternative Investments Equities Asset Management Derivatives Technology Integration Compliance Management Financial Services Fixed Income Trading Finance Investments Project Management Operations Management Problem Solving Interpersonal Skills Communication Stakeholder Management Business Operations Strategy Building Mutual Funds Legal Compliance Regulatory Compliance Project Management Office Risk Assessment Ucits Investment Company Act Code Of Ethics Business Continuity Planning Best Execution Compliance Training Trade Compliance Investment Compliance Compliance Management Investment Advisor Compliance Third Party Vendor Management 40 Act Form Adv 206 7 38a 1 Investment Advisors Act Of 1940 Form Pqr Fair Valuation Form Np X Form Pf

Helmut Boisch, Pmp, Mba Education Details

  • Eastern University
    Eastern University
    Organizational Leadership
  • Rutgers University
    Rutgers University
    Economics & German Double Major

Frequently Asked Questions about Helmut Boisch, Pmp, Mba

What company does Helmut Boisch, Pmp, Mba work for?

Helmut Boisch, Pmp, Mba works for Dunham

What is Helmut Boisch, Pmp, Mba's role at the current company?

Helmut Boisch, Pmp, Mba's current role is COO Investment Mgmt | Tech Founder.

What is Helmut Boisch, Pmp, Mba's email address?

Helmut Boisch, Pmp, Mba's email address is he****@****ons.com

What schools did Helmut Boisch, Pmp, Mba attend?

Helmut Boisch, Pmp, Mba attended Eastern University, Rutgers University.

What skills is Helmut Boisch, Pmp, Mba known for?

Helmut Boisch, Pmp, Mba has skills like Risk Management, Bloomberg, Trading Systems, Alternative Investments, Equities, Asset Management, Derivatives, Technology Integration, Compliance, Management, Financial Services, Fixed Income.

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