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Jose Helue Cfa

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Jose Helue Cfa

Managing Director | Origination | Brean Capital, LLC

New York, New York, United States

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Jose Helue Cfa

Summary

Jose Helue is a seasoned finance professional and entrepreneur based in New York. With extensive experience in investment banking and corporate finance, he has held senior roles at various financial institutions, including managing director positions. Jose co-founded R2 Responsible Research, showcasing his entrepreneurial spirit while also serving as a CFA instructor, sharing his expertise with aspiring finance professionals. His educational background includes an MBA from NYU Stern and a Master's in Finance from the University of Exeter, where he graduated with distinction. Jose's work often focuses on the Latin American markets, reflecting his interest in emerging economies. He has a strong analytical background, with skills spanning financial analysis, strategic planning, and valuation. Jose's leadership experience and commitment to finance make him a valuable asset in any financial setting.

General

Specialist

Technical Background

Leadership Experience

Frequent Moves

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Startup Experience

Corporate Experience

Consulting Experience

Jose Helue Cfa

Work Experience

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Managing Director | Origination at

Brean Capital, LLC

February 2023 - Present

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Cofounder at

R2 Responsible Research

February 2016 - Present

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Director | Origination at

B. Riley Securities

February 2022 - January 2023

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Director | Global Frontera Markets Inc at

FRONTERA CAPITAL GROUP LIMITED

September 2020 - January 2022

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Director at

INTL FCSTONE LTD

April 2019 - September 2021

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Director at

EXOTIX CAPITAL LIMITED

June 2018 - April 2019

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Postgraduate Level Lecturer at

Universidad Panamericana

January 2014 - January 2019

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Cofounder at

Greenconomic Solutions

December 2011 - February 2016

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VP Equity Research at

Interacciones Casa de Bolsa, S.A. de C.V

January 2015 - December 2015

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Equity Research Associate at

Interacciones Casa de Bolsa, S.A. de C.V

July 2014 - December 2014

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Senior Financial Lines Analyst at

AON Risk Services Inc of Ohio

January 2012 - May 2014

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Key Account Manager | Broker Sales at

RSA

March 2009 - December 2009

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Financial Lines Underwriter at

American International Group, Inc.

November 2007 - March 2009

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Corporate Finance Intern at

The Pepsi Bottling Group

June 2006 - September 2006

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Jose Helue Cfa

Education

New York University Stern School of Business, Master Of Business Administration - Mba

January 2017 - January 2019

University of Exeter, Msc Finance And Investment With Distinction

January 2010 - January 2011

Panamerican University, Bachelor Of Business Administration - Bba

January 2005 - January 2009

Frequently Asked Questions about Jose Helue Cfa

What is Jose Helue Cfa email address?

Jose Helue Cfa's primary email address is ******@up.edu.mx. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jose Helue Cfa work for?

Jose Helue Cfa is a Managing Director | Origination at Brean Capital, LLC, a company specializing in Securities & Commodity Contracts Intermediation & Brokerage.

Where Jose Helue Cfa graduated from?

Jose Helue Cfa holds a degree in from New York University Stern School of Business.

How can I directly contact Jose Helue Cfa?

To contact Jose Helue Cfa directly, you can use the email address ******@up.edu.mx. Complete contact information is available upon registration with Muraena.

Who is Jose Helue Cfa?

Jose Helue is a seasoned finance professional and entrepreneur based in New York. With extensive experience in investment banking and corporate finance, he has held senior roles at various financial institutions, including managing director positions. Jose co-founded R2 Responsible Research, showcasing his entrepreneurial spirit while also serving as a CFA instructor, sharing his expertise with aspiring finance professionals. His educational background includes an MBA from NYU Stern and a Master's in Finance from the University of Exeter, where he graduated with distinction. Jose's work often focuses on the Latin American markets, reflecting his interest in emerging economies. He has a strong analytical background, with skills spanning financial analysis, strategic planning, and valuation. Jose's leadership experience and commitment to finance make him a valuable asset in any financial setting.

Jose`s contact details

mail

******@up.edu.mx

**********@r2responsibleresearch.com

**********@bmur.com

******@breancapital.com

Colleagues

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Nick Sinquefield

Managing Director

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Nitin Rangraj

Senior Vice President - Structured Credit Sales/Trading

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Osnat Naporano

Managing Director, Head of DCM/Syndicate

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Christopher Smith

Vice President

Patrick Mahon

Vice President, , Brean Strategic Advisors

Patrick Regan

Managing Director

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Stephen Tanzer

Managing Director

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Thomas Antinucci

Associate Vice President, FIG

Thomas Sangiorgio

Managing Director, Agency Cmo Trading

Tom Gere

Managing Director

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