Stephen Helmholz Email and Phone Number
Houston, TX, US
Stephen Helmholz's Location
Houston, Texas, United States, United States
Stephen Helmholz's Contact Details
Stephen Helmholz work email
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Stephen Helmholz personal email
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Stephen Helmholz phone numbers
About Stephen Helmholz
LevelField Financial Inc is a Houston, Texas based financial services and technology company that intends to be the premier USA-based digital asset financial group by bringing safety and simplicity to the complex crypto investor market. We are building a full service financial services company, and we intend to launch a cryptocurrency exchange (on/off ramp), custody services, and traditional banking services. In order to deliver these services we are raising funds for the purchase or start-up of a bank chartered in the USA, the purchase or start-up of a USA based broker-dealer, and for the development of the corporate structure to support these activities. The seven person LevelField Financial founding management team has over 209 years of combined experience -- with 179 of those years from financial services. Our founders are later career professionals with leadership experience at some of the largest global banks. To participate in the LevelField Financial journey join us as a shareholder.I have a deep history as a Financial Services Professional with a demonstrated history of working in the investment banking and exchange trading industries. Strong finance professional skilled in Interest Rates, Trading Systems, Trading, Derivatives, and Foreign Exchange (FX) Trading.
Stephen Helmholz's Current Company Details
Stephen Helmholz Work Experience Details
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Executive Vice-President, Head Of Private Client ServicesLevelfield BankHouston, Tx, Us
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President, Digital PlatformsLevelfield Financial, Inc Jan 2018 - Present
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Operations ManagerVrbex Aug 2017 - Aug 2020Houston, Texas, UsLevelField Financial Inc. is a Houston, Texas based financial services and technology company that intends to be the premier USA-based digital asset financial group by bringing safety and simplicity to the complex crypto investor market. We are building a full service financial services company, and we intend to launch a cryptocurrency on/off ramp, custody services, borrowing and lending of digital assets, and traditional banking services. In order to deliver these services we are raising funds for the purchase or start-up of a bank chartered in the USA, the purchase or start-up of a USA based broker-dealer, and for the development of the corporate structure to support these activities. The seven person LevelField Financial Inc. founding management team has over 209 years of combined experience -- with 179 of those years from financial services. Our founders are later career professionals with leadership experience at some of the largest global banks.
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Private Investor & Financial Services ConsultantConfidential Jan 2012 - Dec 201735 year career in financial services, exchange trading, risk management and banking software installation and upgrades.
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Managing Director, Business Relationship ManagerBluestar Associates Mar 2009 - Jan 2012• Business Relationship Manager• Team Lead / Project Management Team for the pan-Asian upgrade of the Murex application for all financial markets businesses including equity derivatives and FICC asset classes. Consulting and client teams located across the region. Client engagement at all levels of management.• Participated in a number of short consulting assignments to assist in the analysis and review of policies and procedures within financial markets.• Engaged in business development activities for consulting opportunities within the Middle East and Asia. -
Senior Lead Business AnalystStandard Chartered Bank Jun 2008 - Mar 2009London, England, GbStandard Chartered Bank, Singapore• Upgraded Murex 2.11.32 to 2.11.36 globally, sharing responsibility with my partner to successfully upgrade the largest global user base -- Middle Office, Operations and Product Control.• Gathered and prepared Business Requirements and Functional Specifications documentation for the upgrade• Created and documented test scripts• Performed Unit Testing, System Integration Testing (SIT) and User Acceptance Testing (UAT) on over 100 global reports, including trade and processing workflows, ensuring that upgrade differences remained within user acceptable tolerance levels. -
Senior Business AnalystCitigroup London Oct 2005 - Apr 2008New York, New York, UsWorked on Citi's 3.1 Murex migration - Canary Wharf, London• Migrated London Fixed Income Exotics, Flow Vol, Inflation, and Emerging Markets portfolios from Epsilon (internal application) to Murex 3.1• Performed daily reconciliations between Epsilon and Murex 3.1• Analysed and reviewed mapping between Murex xml and dpAddins (Citigroup proprietary tool)• Performed User Acceptance Testing (UAT) on upgrades, patches, new development of Murex versions and proponents and liaise with IT to address issues and bugs found during testing and migration• Assisted with migration of New York trades from various New York models to a single global model using (London) dpAddins• Trained users on the use and functionality of Murex• Provided support for users globally on Murex• Perform optimization of trade bookings within Murex and for trades straddling Murex and additional system(s)• Advise and recommend implementation solutions of Murex for Asian regions (Tokyo, Hong Kong) -
Senior Business AnalystDeutsche Bank New York May 2003 - Oct 2005Frankfurt Am Main, Hessen, De• Developed daily P/L explanation reports to facilitate regulatory reporting requirements for the Federal Reserve. Included design, creation, testing, implementation, and daily generation and maintenance of these reports.• Re-engineered pre-existing risk files using DBAnalytics (DB proprietary tool)• Generate and maintain risk evaluations on a daily basis for the Securitized Product Group.• Submit final risk results from the previous evening via GENIE (Internal application) to Risk Controlling Group, which uses these files to monitor risk and calculate CMO/ABS VaR for the firm.• Consolidate data from front office sources and ensure integrity of data used to prepare risk files for the CMO portfolios via overnight batch process.• Using DBAnalytics, maintained and updated spreadsheets used to generate and store daily prepayment handles to be used throughout the firm. Also maintained and updated spreadsheets to calculate and store Mortgage Market Data and Calibrated Volatilities.• Informally acted as internal IT desktop support and SA for the group -
Senior ConsultantJpmorgan Chase Jun 2001 - Apr 2003New York, Ny, Us• Derivatives Trading, Confirmation Support – Specialized user of BOSS (JPMorgan derivative software system) to support the trading, marketing and trade confirmation staff during and after the JPMorgan/Chase merger of 2001. Assisted in the restructuring of procedural workflows including supervising and performing deal level trade capture. Addressed queries from both the Front and Back Office regarding pricing, trade structuring and reporting. • Liaison between Front and Back Office groups. Regularly resolved internal administrative issues that arose from the daily activities of the business area controlling or operations support areas. Assisted in maintaining the integrity of the reconciliation between the trading and trade confirmation systems.• Information Technologies -- Worked with client IT to regression test software improvements and enhancements. -
Director Of OperationsE-Primefinancial Plc Nov 1999 - Apr 2001• Co-founded the firm with a vision of a technologically based financial services company.• Planned on leveraging expertise in finance and systems to build a financial services company supported by internally developed advanced financial system applications. Upon successfully completing development projects, the applications were to be sold to less sophisticated competitors. First project was to establish a non-traditional retail bank in West Palm Beach, Florida• Managed the organization of the Florida office from physical infrastructure through to administrative staffing and human resource functions.• Arranged business services and outside vendors to service the start-up business.• Recruited core operational team, and supervised development of policies and procedures necessary to open an efficient U.S. national bank.• Co-ordinated extensive implementation projects involving multiple outside hardware, software, and service vendors, as well as internal operations and technology development teams
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Senior ConsultantDeutsche Bank London Jan 1998 - Jan 2000Frankfurt Am Main, Hessen, DeSummit migration project -- London, England• Derivatives Trading Support – Utilized the Summit derivative software system to support the trading staff managing the risk positions of the cross currency swap book.• Supervised and performed deal level trade capture, produced estimates of P&L, and generated detailed risk for the trading desk.• Verified P&L calculations by investigating discrepancies between reports provided by the controlling department versus movements predicted by the portfolio risk profile.• Front Office Administration -- Responded to queries regarding pricing, trade structuring, and reporting on behalf of the trading staff for derivative portfolios on Summit.• Regularly resolved internal administrative issues that arose from the daily activities of the business area controlling or operations support areas.• Assisted in maintaining the integrity of the reconciliations between the trading and settlement systems.• Information Technologies -- Worked with client IT to regression test Summit upgrades, assisted in developing and implementing a near real time automated profit and risk reporting system, and rationalized the existing reporting spreadsheets by specifying enhancements.
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Chief Fx Cash/Futures DealerRosenthal Collins Group Nov 1996 - Dec 1997Chicago, Il, Us• New Business Unit Activities – Leveraged expertise in establishing profitable foreign exchange trading desks oriented towards servicing retail customers by establishing new Chicago based divisions for three Futures Commission Merchants.• Marketing – Established relationships with clients of the parent company, and enlarged the revenue base by employing targeted marketing strategies.• Fostered customer loyalty by emphasising personalized service and timely distribution of account statements.• Applied techniques for hedging transactions below interbank marketable size through the use of exchange traded and OTC instruments. -
Chief Foreign Exchange Cash/Futures DealerGsd Foreign Exchange 1993 - 1996• Chief Currency Dealer in the major currencies vs. USD and Deutschemark cross rates for 24 hour desk making markets and servicing customers in foreign exchange, IMM future EFPs, metals, foreign products and Globex, Access and Project ‘A’ systems.• Supervised and trained junior FX dealers quoting customer flow business, and managed desk proprietary FX positions.• Divisional Risk Manager - Monitored customer and divisional proprietary trading accounts.• Designed and implemented procedures for quantifying and reporting components of overall market risk in FX and derivative positions.• Prepared summaries of aggregate market risk exposure, and managed foreign exchange dealing spot-forward positions.• Operations - Designed operational and internal accounting procedures.• Maintained balanced division internal and counter-party statements, allocated funds for margin requirements, and supervised support personnel.• Utilized GMI, GUS, and OTIS systems in problem resolution• Solicited clients for foreign exchange and EFP business. Provided clients with economic forecasts, market commentary and analysis of trading opportunities.
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Broker/Dealer Chicago Mercantile ExchangeSaul Stone & Company Aug 1980 - Feb 1993Foreign Exchange arbitrage dealer and broker IMM currencies, operating on the trading floor of the Chicago Mercantile Exchange• Arbitrage Activities – Traded foreign currency against exchange traded futures in Class “A” and “B” arbitrage in the Chicago Mercantile Exchange currency quadrant.• Managed spot and forward credit lines with multiple financial institutions, and adjusted positions with counterparties to maximize profitability and credit line access.• Personnel Management – Direct supervisor for an eight person trading unit, and co-ordinated the staffing and training of the team.• Managed the division as a semi-autonomous unit of Saul Stone, and produced profitability and expense reports.• Futures Floor Broker – Completed customers transactions on the floor of the exchange, and managed a profitable personal trading account.
Stephen Helmholz Skills
Fx Options
Financial Markets
Derivatives
Market Risk
Fixed Income
Trading
Back Office
Financial Risk
Equity Derivatives
Portfolio Management
Credit Derivatives
Middle Office
Market Data
Foreign Exchange
Rates
Fx Trading
Back Office Operations
Settlement
Trading Systems
Interest Rate Derivatives
Swaps
Stephen Helmholz Education Details
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Depaul UniversityBusiness -
Wheaton CollegeBusiness
Frequently Asked Questions about Stephen Helmholz
What company does Stephen Helmholz work for?
Stephen Helmholz works for Levelfield Bank
What is Stephen Helmholz's role at the current company?
Stephen Helmholz's current role is Executive Vice-President, Head of Private Client Services.
What is Stephen Helmholz's email address?
Stephen Helmholz's email address is helmholzs@cs.com
What is Stephen Helmholz's direct phone number?
Stephen Helmholz's direct phone number is +184750*****
What schools did Stephen Helmholz attend?
Stephen Helmholz attended Depaul University, Wheaton College.
What are some of Stephen Helmholz's interests?
Stephen Helmholz has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief.
What skills is Stephen Helmholz known for?
Stephen Helmholz has skills like Fx Options, Financial Markets, Derivatives, Market Risk, Fixed Income, Trading, Back Office, Financial Risk, Equity Derivatives, Portfolio Management, Credit Derivatives, Middle Office.
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