Susan Helfter
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Susan Helfter Email & Phone Number

Senior Product Owner at Cambridge Investment Research, Inc.
Location: Charleston, South Carolina Metropolitan Area, United States 15 work roles 1 school
1 work email found @credit-suisse.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

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Role
Senior Product Owner at Cambridge Investment Research, Inc.
Location
Charleston, South Carolina Metropolitan Area, United States

Who is Susan Helfter? Overview

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Susan Helfter is listed as Senior Product Owner at Cambridge Investment Research, Inc. based in Charleston, South Carolina Metropolitan Area, United States. AeroLeads shows a work email signal at credit-suisse.com and a matched LinkedIn profile for Susan Helfter.

Susan Helfter previously worked as Tour Guide at Bulldog Tours, Inc. and Substitute Teacher at Kelly Educational Staffing. Susan Helfter holds Bs, Computer Systems Engineering from Stanford University.

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Profile bio

About Susan Helfter

After working for over fifteen years in Project and Product Management, Susan took time to discover life as a tour guide and substitute teacher! She returned to technology as a Senior Product Owner in the finance industry. Whether interacting with Fortune 500 clients, students, or tourists, Susan brings her vibrant smile and high energy to any engagement!

Listed skills include Business Analysis, Requirements Analysis, User Acceptance Testing, Computer Science, and 15 others.

15 roles · 19 years

Susan Helfter work experience

A career timeline built from the work history available for this profile.

Tour Guide

Charleston, South Carolina Area

o Leads ninety minute walking tourso Entertains guests with local stories, describing historical and architectural background to draw them into the romance of Charleston. o Anticipates guest needs by tailoring stories to their interestso Checks in guests and identifies solutions to last minute booking issues

Jul 2018 - Jun 2020

Substitute Teacher

Kelly Educational Staffing

Charleston, South Carolina Area

• Middle School Computer Science - Long Term Substitute - Implemented three week JavaScript Sphero mini golf project - Instructed students in Code.org— lessons in Control Flow, Web Design and Gaming - Graded students on a curve, evaluated behavior and completed write-ups and feedback• High School Chemistry, Math, Social Studies - Short Term Substitute

Feb 2019 - Oct 2019

Senior Manager Business Consulting

Greater New York City Area

Completed a client engagement at a top-10 hedge fund in the Global Commodities Technology spaceExecuted the role of Senior Business Analyst in the completion of their new fundamentals infrastructure. Work included requirements gathering and testing of a pricing spreads' user interface for US gas physical and financial time series charting tools, creation of training material for fair value, volatility, backtesting and python caching applications, and creation and execution of test cases for an Elastic Search NoSQL implementation of the Commodities' data catalog.

Apr 2016 - Jan 2018

Software Quality Program Manager Pb/Wm Americas - Consultant

One Madison Avenue, Ny, Ny 10010

Collected Agile Scrum Stories for Software Profiling and Risk Review in EA migrating from spreadsheet format to UML Use Case Model aligning to BOM and Data DictionaryTools Implementation: Sparx Enterprise Architect v10.0.1009Created User Manual targeted toward Business Analysts and Product Owners for installation and configuration of workspace.Trained BA's and Architects on the creation of Software Architecture documents based on Credit Suisse templates.Added a meta-layer of Credit-Suisse specific Business Object Models to the existing Credit-Suisse Software Development Lifecycle Templates

Mar 2014 - Nov 2015

Commodities It Project Manager

New York City

Fixed Income Regulatory Project Managemento Delivered Dodd Frank Reporting, Dodd Frank Large Trade Position Report for Swap Dealers and ESMA EMIR on-time and under budgeto Owned end-to-end Project Schedules for four Regulatory projects, all delivered on-time and under budgeto Created and tracked budgets from project inception through deliveryo Liaised with Central PMO and Architecture groupFixed Income Process Development (Agile / Waterfall / RUP / Use Cases)o Created practices for end-to-end SDLC drawing from Agile, RUP and standard IEEE practices tailored to team size, global location, and skills makeup.o Moderated daily sessions for Use Case capture. Included Preconditions, PostConditions, Basic Path Steps, and Alternate Paths. Established convention for capturing Trade Flow timings and Trade Propertieso Moderated daily stand-up scrum to review Defects with global team, using links to requirements and test cases to clarify open issues.o Created Hierarchical UML Business Object Model based on Trade Events. Cross Functional Regulatory Use Cases built on Trade Event Use Cases. Tools Implementation: Sparx Enterprise Architect v10.0.1009o Created User Manual targeted toward Business Analysts and Product Owners for installation and configuration of workspaceo Added a meta-layer of Credit-Suisse specific Business Object Models to the existing Credit-Suisse Software Development Lifecycle Templateso Restructured existing CS Templates to include Current and Future Stateo Customized existing CS Document Templates to automatically generate all sub-diagrams and models for high level packages

Aug 2011 - Feb 2014

Sr. Business Analyst

Hedge Allocation - translated business process to normalized algorithmic system flows in the Consumer Products space for Derivatives Market Exchange Trades and OTC Vendor Supply Agreements. o Virtual hedge pools based on dynamic criteriao Performance optimizations using Boolean algebra o Performed Solutions Delivery Framework Analysis:o Modeled Program/Project Delivery Process from Budgeting through Post-Production o Captured Business Object Model(BOM) for the Budgeting Process, Project Chartering, Agile and Iterative Software Development Lifecycles, and Product Reviews.SAP/CSL joint Global Trade Management Feature Design – o Interviewed users in Trading and Ops to capture the RUP style business process for Provisional Pricing and invoicing between CSL and SAPo Tools: Mapped SAP standard pricing condition technique to the CSL/SAP combined vendor environmentSAP/CXL Partner Function Feature Design: Designed integration of Partner Function data from SAP Vendor and Customer master records through the iDoc interface to CSL Company reference data.o Worked with Agriculture traders to create Use Caseso Defined the roles of the business partners in trading functionso Mapped roles from SAP to Triple Point’s trading counterpart modelUser Interface Wireframing (iRise)o iRise Wireframing - Created SAP GTM and Triple Point CXL and CSL wire frames library in o iRise simulation tool for organization-wide reuse in functional specification development. o iRise Wireframing – Developed Hedge Fund Allocation Simulation o iRise Wireframing – Developed Canadian Oil Pipeline Trading and Tariff Simulation

2008 - 2010 ~2 yrs

Global Commodities Project Manager

Oil Physical Trading Infrastructure Developmento Matrix-managed twenty-three teams globally for the End-to-End Design and Release of Physical Energy OTC Scheduling and Trading Infrastructure(ETRM). o Responsible for End-to-End delivery of Requirements, User Acceptance Testing, Release, Product Conversions and SOX Compliance signoff. Reporting directly to the Global Commodities Project Head.o Owned Project Schedule and Testing ScheduleNatGas Scheduleing User Interfaceo Facilitated design of new workflow and user interface for NatGas scheduling, focusing on improvements in pooling and inventory management for leasing businesso Captured prototype in Visio Trade Confirm Interface Standardization PM/BA o Defined standard interface to feed trade and scheduling terms to confirm system o Based on published specifications of ISDA, the Coal Trading Association, eConfirm and INCO shipping terms. o Normalized Pricing algorithm data interface between product types to resolve 2 million dollar trade break for weighted pricingProcess Design:o Use Case Analysis – interviews with users in trading, accounting, credit, logistics and operations to understand the businesso Enterprise Data Flows – meetings with engineering to understand how use case scenarios translated to current and future systemso Package Analysis of Dependencieso Detailed Technical Project Scheduleo End-to-End Transaction State Diagrams o Interface Specifications between System Tiers

Feb 2006 - Nov 2008

Quality Analyst (Consultant)

New York, New York

Analyzed Equities Algorithmic Trading process from Order Entry in BRASS through Algorithmic Trade Execution/Fills on the Listed MarketCaptured all trade event processes and tested against Production Software to identify misaligned process for Order Fill Notification (Orders were updated as "Filled" in BRASS based on execution of one trade fill, rather than execution of the entire order.)

May 2004 - Jul 2004

Director Of Software Solutions

Visionix / Identix

Westport, Ct

Authored proposals for Biometric Security Systems with $100,000 to $4,000,000 scope in products and services. Captured Current and Proposed business processes for each client.Analyzed calculus and statistical algorithms for border control fusion product based on Neyman-Pearson decision strategy and created Big Data implementation (C++)

Dec 2001 - Jun 2003

Project Manager

Troba, Inc. (Startup, Company Closed)

San Francisco, Ca

Managed project consisting of 15 software engineers developing emotional intelligence products to gauge online customer behavior.Three-tiered web-based JSP/Servlet architecture and Java object-oriented stand-alone applications. Customers in Fortune 50 including Virgin and Providian.

Jan 2001 - May 2001

Senior Software Engineer

Innoventry (Startup, Company Closed)

San Francisco, Ca

Used Iterative Process and RUP to gather requirements and create functional specification for call routing module. Implemented Java multithreaded messaging package integrated to Geneysis Call Routing API.Developed modules for check cashing ATM's in Visual BasicCompany closed.

Dec 1999 - Dec 2000

Software Engineer

Seagull Technology (Company Sold)

Los Gatos, Ca

Implemented Capability Maturity Model with Use Case Scenarios and UML for Free Flight 2000, real-time simulation of air traffic control operations. Contributor on white-paper for NASA Research Task Order. (C++, C++ Standard Lib, CORBA, IDL)Designed and developed Datalink for General Aviation Aircraft in C++, C++ Standard LibCompany no longer in operation.

Aug 1998 - Nov 1999

Business Analyst

Neuromedia Studios (Startup, Company Sold)

San Francisco, Ca

Pattern analysis for fuzzy logic, natural language recognition.

May 1998 - Jul 1998

Project Manager

Phoenix Pop (Startup, Company Closed)

San Francisco, Ca

Project Manager, e-Commerce project for transporting wine across state lines. Java commercial enterprise platform.Project discontinued.

Sep 1997 - Mar 1998

Technical Anayst

Palo, Alto, Ca

Modeled B2B Website User Interactions, creating Site Flows with Graphics Designers (Visio)Developed JavaScript dynamic navigational frameworks (HTML, SQL) and user interfaces for transactional websites in the business to business (B2B) and intranet market space.

Aug 1996 - Aug 1997
1 education record

Susan Helfter education

FAQ

Frequently asked questions about Susan Helfter

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What is Susan Helfter's role at their current company?

Susan Helfter is listed as Senior Product Owner at Cambridge Investment Research, Inc..

What is Susan Helfter's email address?

AeroLeads has found 1 work email signal at @credit-suisse.com for Susan Helfter.

Where is Susan Helfter based?

Susan Helfter is based in Charleston, South Carolina Metropolitan Area, United States.

What companies has Susan Helfter worked for?

Susan Helfter has worked for Bulldog Tours, Inc., Kelly Educational Staffing, Sapient, Credit Suisse, and Triple Point Technology.

How can I contact Susan Helfter?

You can use AeroLeads to view verified contact signals for Susan Helfter, including work email, phone, and LinkedIn data when available.

What schools did Susan Helfter attend?

Susan Helfter holds Bs, Computer Systems Engineering from Stanford University.

What skills is Susan Helfter known for?

Susan Helfter is listed with skills including Business Analysis, Requirements Analysis, User Acceptance Testing, Computer Science, Sdlc, Management, Program Management, and Visio.

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