Joseph Helmer
Director/Board Member at CRZY WMN CRK BAN
Net worth: 114 610 $ as of 2024-05-30
Network origin in Joseph Helmer first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.
668
| Non-Profit Organization | Miscellaneous Commercial Services | 668 |
Buffalo Federal Bank
 Buffalo Federal Bank Regional BanksFinance Part of Crazy Woman Creek Bancorp, Inc., Buffalo Federal Bank is a financial institution that has been serving the Wyoming community since 1936. The American company provides a range of services including 24/7 banking, checking, savings accounts, credit cards, mortgages, and loans for consumers, businesses, and real estate. The company has branches in Buffalo, Gillette, and Sheridan, and has been recognized as one of the safest financial institutions in the country with a 5-star rating from Bauer Financial. Paul M. Brunkhorst has been the CEO of the company since 2007.
9
| Subsidiary | Regional Banks | 9 |
| Public Company | Savings Banks | 9 | |
| Public Company | Regional Banks | 7 | |
Caldwell Sutter Capital, Inc.
 Caldwell Sutter Capital, Inc. Investment Banks/BrokersFinance Caldwell Securities, Inc. is an independent broker/dealer headquartered in Danville, California with an additional office in Sausalito, California. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.
3
| Private Company | Investment Banks/Brokers | 3 |
The Guardsmen
 The Guardsmen Investment Trusts/Mutual FundsMiscellaneous The Guardsmen is a non-profit organization that has been supporting at-risk youth since 1947. The non-profit company is based in San Francisco, CA. The company provides resources to help these youth thrive, including sending 2,500 of them to outdoor education programs each year and providing scholarship support to 200 students at private schools in the Bay Area.
2
| Non-Profit Organization | Investment Trusts/Mutual Funds | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joseph Helmer via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Graduate Degree Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Nanyang Technological University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
CFA Society of the UK
 CFA Society of the UK Miscellaneous Commercial ServicesCommercial Services CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
| University of Mumbai | College/University | Masters Business Admin Graduate Degree | |
Hong Kong Institute of Certified Public Accountants
 Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Association of Chartered Certified Accountants
 Association of Chartered Certified Accountants Miscellaneous Commercial ServicesCommercial Services The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
CPA Australia Ltd.
 CPA Australia Ltd. Miscellaneous Commercial ServicesCommercial Services CPA Australia Ltd. is an Australian company that has been operating since 1954 and provides education, training, technical support, and advocacy services in the accounting profession. The private company is based in Southbank, Australia and has subsidiaries in Hong Kong. The company engages with governments, regulators, and industries to advocate for policies that stimulate sustainable economic growth. With over 166,000 members working in 100 countries and regions, CPA Australia is one of the world's largest accounting bodies. It was founded in 1886 by Andrew Lyell, Arthur Cleveland, Benjamin Doughty Smith, Thomas Brentnall, John McAlister Howden, Charles Morell Holmes, William Crellin, and Edward Langton. Andrew Paul Hunter has been the CEO of the company since 2018. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Emory University | College/University | Undergraduate Degree Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
American Society of Appraisers
 American Society of Appraisers Miscellaneous Commercial ServicesCommercial Services American Society of Appraisers provides education, accreditation and publication for appraisers. It offers international organization of professional appraisers representing all appraisal disciplines: appraisal review and management, business valuation, gems and jewelry, machinery and technical specialties, personal property and real property. The company was founded in 1952 and is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Institute of Singapore Chartered Accountants
 Institute of Singapore Chartered Accountants Miscellaneous Commercial ServicesCommercial Services Institute of Singapore Chartered Accountants provides accounting services. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Prospectors & Developers Association of Canada
 Prospectors & Developers Association of Canada Miscellaneous Commercial ServicesCommercial Services The Prospectors & Developers Association of Canada operates as a mineral exploration and development association. The non-profit company is based in Toronto, Canada. and has subsidiaries in Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The Canadian Institute of Mining, Metallurgy & Petroleum
 The Canadian Institute of Mining, Metallurgy & Petroleum Miscellaneous Commercial ServicesCommercial Services The Canadian Institute of Mining, Metallurgy & Petroleum (CIM) is a not-for-profit technical society of professionals in the Canadian minerals, metals, materials, and energy industries. CIM is based in Westmount, Canada, and has subsidiaries in Canada. CIM provides a wealth of benefits to its members, including building industry knowledge, enhancing professional profiles, and raising Canadian company visibility. The institute offers a range of services, including professional development, distinguished lecturer programs, and awards. The private company was founded by Patrick B. Carlson, and the CEO is Angela Hamlyn. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Mineral Resource Analysts Group
 Mineral Resource Analysts Group Other Metals/MineralsNon-Energy Minerals Mineral Resource Analysts Group engages in exploration of mineral resources. The company is headquartered in Toronto, Canada. | Other Metals/Minerals | President Corporate Officer/Principal | |
CFA Society Toronto
 CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
| University of London | College/University | Graduate Degree Graduate Degree | |
| BARRICK GOLD CORPORATION | Precious Metals | Corporate Officer/Principal Corporate Officer/Principal | |
PCE Investment Bankers, Inc.
 PCE Investment Bankers, Inc. Investment ManagersFinance PCE Investment Bankers, Inc. engages in the operation as an investment bank that provides financial advisory services to mid-market companies. It provides mergers and acquisitions support, ESOPs, management buy outs (MBOs), bankruptcy, and restructuring advisory services. The company was founded on July 1, 1997 and is headquartered in Winter Park, FL. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
| HOULIHAN LOKEY, INC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
Abu Dhabi Investment Authority
 Abu Dhabi Investment Authority Financial ConglomeratesFinance Abu Dhabi Investment Authority provides investing funds. It manages a global investment portfolio across many asset classes and sub-categories. It invests directly in global financial markets. The company was founded in 1976 and is headquartered in Abu Dhabi, the United Arab Emirates. | Financial Conglomerates | Corporate Officer/Principal | |
| AMERICAS GOLD AND SILVER CORPORATION | Other Metals/Minerals | Director of Finance/CFO | |
| PERSHING GOLD CORP | Precious Metals | Treasurer | |
Balentine LLC
 Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Investment Managers | Portfolio Manager-Equities | |
| ABU DHABI ISLAMIC BANK | Regional Banks | Director/Board Member | |
| Washington & Lee University | College/University | Undergraduate Degree | |
Regions Bank
 Regions Bank Regional BanksFinance Regions Bank provides consumer and commercial banking, wealth management, mortgage, and insurance products and services. The company is headquartered in Birmingham, AL. | Regional Banks | Chief Investment Officer | |
Alliance Theatre
 Alliance Theatre Media ConglomeratesConsumer Services Alliance Theatre is a national theater that aims to expand hearts and minds on stage and off. The private company was founded in 1968 and is based in Atlanta, GA. The company deeply engages with their local community and model radical inclusion and catalytic experiences on their stages, in their classrooms, and throughout their organization. The company believes that acknowledging and embracing differences in identity is essential to a dynamic cultural conversation, which is why they are committed to equity, diversity, and inclusion in all areas of their organization and programming. | Media Conglomerates | Director/Board Member | |
| ENERGY INCOME FUND | Investment Trusts/Mutual Funds | Compliance Officer | |
Chartered Professional Accountants of Ontario
 Chartered Professional Accountants of Ontario Miscellaneous Commercial ServicesCommercial Services Chartered Professional Accountants of Ontario engages in the provision of accounting education. It offers certification, continued trainings, and professional development. The company was founded in 2014 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The University of Waterloo | College/University | Graduate Degree |
Statistics
International
| United States | 26 |
| Canada | 12 |
| United Kingdom | 4 |
| Singapore | 3 |
| United Arab Emirates | 3 |
Sectoral
| Consumer Services | 19 |
| Commercial Services | 14 |
| Finance | 11 |
| Non-Energy Minerals | 6 |
| Miscellaneous | 2 |
Operational
| Corporate Officer/Principal | 343 |
| Director/Board Member | 280 |
| Undergraduate Degree | 81 |
| Independent Dir/Board Member | 76 |
| Chairman | 49 |
Most connected contacts
| Insiders | |
|---|---|
| Eng Ann Tan | 29 |
| Mary Stanek | 29 |
| Catherine Gignac | 27 |
| Ana Dolores Moura Carneiro de Novaes | 26 |
| John David Chapman | 24 |
| Kalpesh Pankaj Kikani | 23 |
| Suh Shin Lee | 23 |
| Craig Brandon | 23 |
| Ying Luo | 18 |
| Jeffrey Allen | 18 |
| Gordon Baird | 17 |
| Marshall Charles Bailey | 16 |
| Alan Ferry | 16 |
| Shaka Mwangi Kariuki | 15 |
| Vandemir Carnegie Tan Say | 14 |
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