CP Helms

Vice President, Private Equity at Satori Capital
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Location
Dallas, Texas, United States, US

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5.0

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Nathan Harley, CPA

I had the pleasure of working with CP on numerous occasions and provided him insight regarding the Mobility business that he in turn incorporated into financial models that he designed to evaluate business development opportunities. CP was able to quickly assimilate information regarding the wireless business and the multifaceted underlying carrier compensation structures. CP consistently demonstrated his ability to proficiently build sophisticated financial models that he leveraged to guide business decisions. CP is an effective communicator and is able to synthesize complex information to translate the results of his analysis into advisory that drives actions to improve profitability. Based upon my interactions with CP I am confident that he will be an asset to any organization that he chooses to join.

Martina Fairley

I am pleased to be able to write this letter of recommendation for Christopher Helms. In my opinion, Cristopher is a hard-working individual who invariably understands exactly what a project is all about. Christopher consistently produced high quality work in a timely fashion. In addition to researching industries he produced high-end written evaluations and offering memoranda’s for our clients. He is detail-oriented and he is a take-charge person who is able to present creative ideas and communicate the benefits. Christopher was also extraordinarily helpful in other areas of the company such as the marketing of businesses for sale. I highly recommend Christopher for employment. He is a team player and would make a great asset to any organization.

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Credentials

  • Learning How to Learn: Powerful mental tools to help you master tough subjects
    Coursera Verified Certificates
    Nov, 2014
    - Sep, 2024
  • R Programming
    Coursera Verified Certificates
    Nov, 2014
    - Sep, 2024
  • The Data Scientist’s Toolbox
    Coursera Verified Certificates
    Sep, 2014
    - Sep, 2024
  • American Mensa Member
    American Mensa
    Jan, 2012
    - Sep, 2024

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Vice President, Private Equity
      • Dec 2021 - Jan 2023
    • United States
    • Machinery Manufacturing
    • 1 - 100 Employee
    • Vice President Finance
      • Sep 2021 - Nov 2021
    • Vice President, Private Equity
      • Jan 2020 - Aug 2021

    • Senior Associate, Private Equity
      • Nov 2015 - Dec 2019

    • Canada
    • Real Estate
    • Senior Analyst
      • Oct 2012 - Nov 2015
    • United States
    • Blockchain Services
    • 700 & Above Employee
    • Corporate Strategy Analyst
      • Aug 2011 - Sep 2012
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Banking Analyst
      • Jun 2009 - Jul 2011
    • Investment Banking Intern
      • Jun 2008 - Aug 2008
    • Sell-Side M&A Analyst
      • Oct 2007 - May 2008
    • Search Fund Analyst
      • Jun 2007 - Aug 2007

Education

  • Stagen Leadership Academy
    Integral Leadership Program
    2022 - 2023
  • University of North Carolina at Chapel Hill
    BSBA
    2005 - 2009

Community

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