Jose Helue, Cfa

Jose Helue, Cfa Email and Phone Number

Managing Director @ Brean Capital, LLC
Jose Helue, Cfa's Location
New York, New York, United States, United States
Jose Helue, Cfa's Contact Details

Jose Helue, Cfa work email

Jose Helue, Cfa personal email

About Jose Helue, Cfa

Investment Banking. Entrepreneur.Specialties: Finance & InvestmentCFA Instructor

Jose Helue, Cfa's Current Company Details
Brean Capital, LLC

Brean Capital, Llc

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Managing Director
Jose Helue, Cfa Work Experience Details
  • Brean Capital, Llc
    Managing Director | Origination
    Brean Capital, Llc Feb 2023 - Present
    New York, Ny, Us
    View
  • R2 Responsible Research
    Cofounder
    R2 Responsible Research Feb 2016 - Present
    Álvaro Obregón, Ciudad De México, Mx
    Financial Advisory
    View
  • B. Riley Securities
    Director | Origination
    B. Riley Securities Feb 2022 - Jan 2023
    Los Angeles, California, Us
    View
  • Frontera Capital Group
    Director | Global Frontera Markets Inc
    Frontera Capital Group Sep 2020 - Jan 2022
    Abu Dhabi, Ae
    View
  • Tellimer
    Director
    Tellimer Apr 2019 - Sep 2021
    London, England, Gb
    View
  • Exotix Capital
    Director
    Exotix Capital Jun 2018 - Apr 2019
  • Universidad Panamericana
    Postgraduate Level Lecturer
    Universidad Panamericana Jan 2014 - 2019
    Ciudad De México / Guadalajara / Aguascalientes, Mx
    Lecturer: Corporate Finance, Portfolio Management, Fundamental Analysis, CFA Prep Course.
    View
  • Greenconomic Solutions
    Cofounder
    Greenconomic Solutions Dec 2011 - Feb 2016
    Always think green. Always be productive.
  • Interacciones Casa De Bolsa
    Vp Equity Research
    Interacciones Casa De Bolsa Jan 2015 - Dec 2015
    Materials and Infrastructure
  • Interacciones Casa De Bolsa
    Equity Research Associate
    Interacciones Casa De Bolsa Jul 2014 - Dec 2014
    Materials and Infrastructure
  • Aon
    Senior Financial Lines Analyst
    Aon Jan 2012 - May 2014
    London, Gb
    WE ARE UNITED
    View
  • Rsa Mexico
    Key Account Manager | Broker Sales
    Rsa Mexico Mar 2009 - Dec 2009
    London, Gb
    Commercial Team. Working together with underwriters to offer the best reasonable solution to cover each prospect's risks while giving the best service to Brokers, offering competitive advantages to edge other Insurance Companies.
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  • Aig Mexico
    Financial Lines Underwriter
    Aig Mexico Nov 2007 - Mar 2009
    New York, Ny, Us
    Trainee:Cargo & Marine: Cargo Insurance Underwriting and Customer Relationship.Financial Lines: Analyzing Prospect's Financial Health and Security Policies in general, estimating risks and offering a proper solution to cover them. Junior Executive, Commercial Team. Working together with underwriters to offer the best reasonable solution to cover each prospect's risks while giving the best service to Brokers, offering competitive advantages to edge other Insurance Companies.
    View
  • The Pepsi Bottling Group
    Corporate Finance Intern
    The Pepsi Bottling Group Jun 2006 - Sep 2006
    Accounts Receivable collection plan, Cash Flow control, Archive digitalization & other activites at local Distribution Center.
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Jose Helue, Cfa Skills

Financial Analysis Insurance Corporate Finance Portfolio Management Investments Derivatives Financial Markets Valuation Financial Risk Strategic Planning Negotiation Business Strategy Analysis Analytical Skills Equity Valuation Dcf Valuation Finance Management

Jose Helue, Cfa Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Master Of Business Administration - Mba
  • University Of Exeter
    University Of Exeter
    Msc Finance And Investment With Distinction
  • Universidad Panamericana
    Universidad Panamericana
    Finance And Financial Management Services

Frequently Asked Questions about Jose Helue, Cfa

What company does Jose Helue, Cfa work for?

Jose Helue, Cfa works for Brean Capital, Llc

What is Jose Helue, Cfa's role at the current company?

Jose Helue, Cfa's current role is Managing Director.

What is Jose Helue, Cfa's email address?

Jose Helue, Cfa's email address is pp****@****ail.com

What schools did Jose Helue, Cfa attend?

Jose Helue, Cfa attended Nyu Stern School Of Business, University Of Exeter, Universidad Panamericana.

What skills is Jose Helue, Cfa known for?

Jose Helue, Cfa has skills like Financial Analysis, Insurance, Corporate Finance, Portfolio Management, Investments, Derivatives, Financial Markets, Valuation, Financial Risk, Strategic Planning, Negotiation, Business Strategy.

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