John Helms, Cfa Email & Phone Number

Dallas, TX, US

Dallas-Fort Worth Metroplex

Plano, Texas, United States

Fort Worth, Texas, United States

Loan Specialist working with Lenders and Borrowers on PPP loans. Processing Loan Forgiveness and FOIA requests.

Fort Worth, Texas, United States

Loan officer processing Economic Injury Disaster Loans for the Processing and Dispersement Center, working on Coronavirus related loans to small businesses.

Dallas/Fort Worth Area

Investment Representative for USAA. Serving members for mutual funds and brokerage services. Assist USAA members with their financial and investment needs. Fulfill money movement, trade and service requests for qualified and non-qualified mutual fund and brokerage accounts. Build, strengthen, and deepen the relationship with the members.

Dallas/Fort Worth Area

Vice President, HilltopBancSystems. Provide community banks with proprietary Portfolio Manager, Risk Manager and Profit Manager for complete balance sheet management. These tools meet regulatory requirements for Asset Liability Management and Interest Rate Risk Management. Provide fixed-income securities that meet clients' needs including primary and.

Dallas/Fort Worth Area

Vice President Institutional Fixed Income Sales. Trading Agencies, MBS, non-agency RMBS, CDs, SBA loans, investment grade and high-yield corporate bonds with credit unions, banks, investment managers and insurance companies. Consultative sales.

Dallas/Fort Worth Area

Fixed Income Sales. Focus on Agencies, CMOs, Investment Grade bonds. Also trading Distressed ABS/Subs/CLO/CDO and High Yield bonds. Accounts include credit unions, hedge funds, insurance companies and investment managers.

Dallas/Fort Worth Area

Worked for the FDIC for the Owned Real Estate (ORE) group of the Division of Resolutions and Receiverships. Provided time critical reconciliation of ORE data. Updated and created Business Objects reports from the 4C database to verify data integrity and scheduled updates received from all outside asset managers. Compiled, analyzed and prepared.

Dallas/Fort Worth Area

Worked for the FDIC through in the Division of Resolutions and Receiverships. Provided day-to-day support of the research and recovery of restitutions owed to failed banks. Significant due diligence of case files and internal 4C database manipulation. Supervised, directed and trained other team members in work scheduling and procedures.

Dallas/Fort Worth Area

Founded firm to invest in and buy overriding and working interests in oil properties, participate in new drilling programs and acquire operator positions. Focused on the Kansas market.

Dallas/Fort Worth Area

Recommended leveraged loans and high yield bonds, as senior credit analyst, for $1.2 billion diversified fixed income portfolio. Monitored credit quality and security trading levels of over 150 companies in ten industries. Evaluated prospects for new issue loans and bonds. Extensive modeling of financial results and forecasts in order to identify cash flow.

Austin, Texas Area

Assessed investment value of securities of businesses near or in bankruptcy. Wrote extensive company and industry credit research reports for publishing and distribution to institutional investment clients. Supported sales team and traders on client sales calls. Developed detailed model of the valuation of ETC/EETC aircraft securities of airlines in or.

Austin, Texas Area

Assessed investment value of securities and for businesses near or in bankruptcy. Wrote extensive company and industry credit research reports for publishing and distribution to clients. Supported sales team and traders on client sales calls. Research included Champion Enterprises, Oakwood Homes, Solutia, Sun World, U.S. Timberland and airline industry.

Austin, Texas Area

Investigated investment and total return potenital for special situation high yield and distressed bonds and related equities. Published in-depth research reports on the most promising situations with distribution to over 100 top hedge fund, mutual fund and insurance company clients. Reports included detailed company spreadsheet modeling, asset valuation.

Austin, Texas Area

Investigated investment and total return potenital for special situation high yield and distressed bonds and related equities. Published in-depth research reports on the most promising situations with distribution to over 100 top hedge fund, mutual fund and insurance company clients. Reports included detailed company spreadsheet modeling, asset valuation.

Houston, Texas Area

Founded small investment management firm targeting high net worth individuals and family offices. Formed, marketed and managed event driven hedge fund focusing on distressed debt, high yield bonds and select value equities. Responsible for operations, portfolio management and marketing. Portfolio manager for SMA accounts holding high yield bonds.

Houston, Texas Area

Managed day-to-day operatons, investment strategy, trading for $175 million Transamerica High Yield Bond Fund. Interfaced with marketing team on growth plans and met quarterly with key brokers. Member of economic analysis team setting investment strategy for govt/corp/mortgage accounts, which set duration, yield curve, sector and security exposure. Managed.

Houston, Texas Area

Provided technical and operations support to refinery unit that produced gasoline. Problem-solved day-to-day operational issues to ensure maximum productivity and profit. Interfaced with union workers and upper management. Supervised testing programs and directed study to minimize environmental violations. Programmed optimization software as part of the.

Mba, Finance

Investment Club

M Che, Chemical Engineering

Intramural tennis, bowling

Bachelor Of Science - Bs, Chemical Engineering