Directory

>

Helen Wittpenn

avatar

Helen Wittpenn

Vice President Investment Banking | Truist Securities

United States

View contact details (it's free)

Helen Wittpenn

Summary

Helen Wittpenn is a seasoned investment banking professional with a strong track record in the finance sector, currently serving as the Vice President of Investment Banking at Truist Securities. With extensive experience in financial analysis, valuation, and strategy, she has honed her skills across various roles in reputable firms, including Gamco Investors and SunTrust Robinson Humphrey. Helen's academic credentials include an MBA from the University of Virginia Darden School of Business and a BA in Economics from Boston College, reflecting her solid foundation in both theoretical and practical aspects of finance. Her expertise spans across accounting, alternative investments, and financial modeling, making her a valuable asset in the investment landscape. Helen is known for her analytical mindset and ability to navigate complex financial scenarios, positioning her as a leader in her field. She is passionate about leveraging her skills to drive investment strategies that yield sustainable growth. Beyond her professional pursuits, Helen is committed to continuous learning and staying abreast of emerging trends in investment banking.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Helen Wittpenn

Work Experience

company logo

Vice President Investment Banking at

Truist Securities

June 2021 - Present

company logo

Investment Banking Associate at

Truist Securities

July 2018 - May 2021

company logo

Investment Banking Associate at

SunTrust Robinson Humphrey

July 2018 - July 2020

company logo

Investment Banking Summer Associate at

SunTrust Robinson Humphrey

June 2017 - August 2017

company logo

Assistant Vice President; Retail Mutual Funds Group at

Gabelli Funds

June 2011 - May 2016

company logo

Internal Wholesaler at

Gabelli Funds

January 2013 - January 2014

company logo

Intern at

UBS

June 2010 - May 2011

Logos provided by Logo.dev

Helen Wittpenn

Education

University of Virginia Darden School of Business, Master Of Business Administration (Mba)

January 2016 - January 2018

Boston College, Bachelor Of Arts (Ba)

January 2007 - January 2011

greenwich academy

January 2003 - January 2007

Frequently Asked Questions about Helen Wittpenn

What company does Helen Wittpenn work for?

Helen Wittpenn is a Vice President Investment Banking at Truist Securities, a company specializing in Security brokers & dealers.

Where Helen Wittpenn graduated from?

Helen Wittpenn holds a degree in from University of Virginia Darden School of Business.

Who is Helen Wittpenn?

Helen Wittpenn is a seasoned investment banking professional with a strong track record in the finance sector, currently serving as the Vice President of Investment Banking at Truist Securities. With extensive experience in financial analysis, valuation, and strategy, she has honed her skills across various roles in reputable firms, including Gamco Investors and SunTrust Robinson Humphrey. Helen's academic credentials include an MBA from the University of Virginia Darden School of Business and a BA in Economics from Boston College, reflecting her solid foundation in both theoretical and practical aspects of finance. Her expertise spans across accounting, alternative investments, and financial modeling, making her a valuable asset in the investment landscape. Helen is known for her analytical mindset and ability to navigate complex financial scenarios, positioning her as a leader in her field. She is passionate about leveraging her skills to drive investment strategies that yield sustainable growth. Beyond her professional pursuits, Helen is committed to continuous learning and staying abreast of emerging trends in investment banking.

Helen`s contact details

Colleagues

avatar
Timothy Conway

Vice President, Healthcare Credit Delivery (Underwriting & Portfolio Management)

avatar
Apma Jared Elad Crpc Aams

Vice President, Financial Advisor at Truist Investment Services, Inc.

View Contact details (it's free)
Request Profile Removal