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CP Helms

Investor

Senior Vice President, Private Equity at Satori Capital

Dallas, Texas, United States

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Ask Amy Kruse to introduce you to CP Helms

You →Amy · together at Satori Capital (2023–2026) →CP

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You →Jamie · together at Stagen Leadership Academy →CP

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Experience

  1. Satori CapitalSenior Vice President, Private Equitycurrent2023 — presentDallas, Texas, United States
  2. Satori CapitalVice President, Private Equity2021 — 2023Dallas, Texas, United States
  3. Able Machinery Movers LLCVice President Finance2021Grapevine, Texas, United States
  4. Satori CapitalVice President, Private Equity2020 — 2021Dallas, Texas
  5. Satori CapitalSenior Associate, Private Equity2015 — 2019Dallas, Texas
  6. FWT, Inc.Senior Analyst2012 — 2015Dallas/Fort Worth Area
  7. RadioShackCorporate Strategy Analyst2011 — 2012Dallas-Fort Worth Metroplex
  8. Morgan StanleyInvestment Banking Analyst2009 — 2011New York, NY
  9. Carolina Tiger RescueVolunteer2007 — 2008North Carolina, United States
  10. Morgan StanleyInvestment Banking Intern2008New York, NY
  11. C.J. Harris and CompanySell-Side M&A Analyst2007 — 2008Raleigh, North Carolina, United States
  12. Wright Equity PartnersSearch Fund Analyst2007Atlanta, Georgia, United States

Skills & more

Capital IQ1Microsoft Excel1Microsoft WordStrategic Financial Management1Working Capital Management1Financial Planning1Nonprofit OrganizationsAnimal WelfareFinancial StructuringInitial Public Offerings (IPO)Capital RaisingMarket Research
+12 moreAccounting StandardsFinancial PerformanceExecutive ManagementExecutive LeadershipKey Performance IndicatorsPresentation SkillsAnnual PlanningInvestor PresentationsData AnalysisFinancial ModelingValuationTeam Leadership
  • American Mensa Member — American Mensa
  • R Programming — Coursera Course Certificates
  • Learning How to Learn: Powerful mental tools to help you master tough subjects — Coursera Course Certificates
  • The Data Scientist’s Toolbox — Coursera Course Certificates

From CP's professional profile.

Colleagues at Satori Capital

Aaron Brunson
Controller, Private Equity at Satori Capital
Alex Stewart
Associate at Thompson Street Capital Partners
Alexis Vanstone
Director at Thompson Street Capital Partners
Amy Kruse
Venture Partner at Prime Movers Lab
Amy Kruse, Ph.D.
Chief Investment Officer, Satori Neuro at Satori Capital
Brent McCarty
Operating Partner, Healthcare at Satori Capital
Brian Lauderdale
Management Company Controller at Satori Capital
Brittney Russell
Senior Project Manager and Executive Assistant at Satori Capital

Frequently asked questions

Who is CP Helms?
Senior Vice President, Private Equity at Satori Capital
Where does CP Helms work?
CP Helms is Senior Vice President, Private Equity at Satori Capital.
Where did CP Helms go to school?
CP Helms studied at Stagen Leadership Academy (Integral Leadership Program); The University of North Carolina at Chapel Hill (BSBA, Finance).

Same school

Shared employers