Find your path to CP Helms
624 people in our graph share verified history with CP Helms — schools, employers, funds. One of them is your warm intro.
Alex TranunlockedCP Helms: together at Morgan Stanley (2011)
×11CP Helms: together at Morgan Stanley
Experience
- Satori CapitalSenior Vice President, Private Equitycurrent2023 — presentDallas, Texas, United States
- Satori CapitalVice President, Private Equity2021 — 2023Dallas, Texas, United States
- Able Machinery Movers LLCVice President Finance2021Grapevine, Texas, United States
- Satori CapitalVice President, Private Equity2020 — 2021Dallas, Texas
- Satori CapitalSenior Associate, Private Equity2015 — 2019Dallas, Texas
- FWT, Inc.Senior Analyst2012 — 2015Dallas/Fort Worth Area
- RadioShackCorporate Strategy Analyst2011 — 2012Dallas-Fort Worth Metroplex
- Morgan StanleyInvestment Banking Analyst2009 — 2011New York, NY
- Carolina Tiger RescueVolunteer2007 — 2008North Carolina, United States
- Morgan StanleyInvestment Banking Intern2008New York, NY
- C.J. Harris and CompanySell-Side M&A Analyst2007 — 2008Raleigh, North Carolina, United States
- 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 more
Accounting 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
Also attended Stagen Leadership Academy6
Hubert ZajicekCEO and Co-founder of Health WildcattersTom LeydorfGovernment Contracting Advisor at Cortado VenturesCami MillerVice President of Stakeholder Experience at Satori CapitalMitchell SteeleSenior Vice President, Private Equity at Satori CapitalJeff BurklandFounder at BurklandZane WilemonExecutive Officer, Director at Ubuntu Life PBC
Also attended The University of North Carolina at Chapel Hill367
Clint MyersInvestor at RevolutionMahati SridharPartner, Rise of the Rest at RevolutionEric WagnerVP of Research and Data at Redpoint VenturesSoul DayanInvestor at True VenturesAlex LimInvestor at IVP (Institutional Venture Partners)Alex TaubPrincipal at QED Investors
+ 361 more
Shared employers
Also worked at Satori Capital23
Brandes WoodallAnalyst at Also CapitalAmy KruseVenture Partner at Prime Movers LabMarc SharpeSenior Advisor at Mercury FundAustin CadeChief Financial Officer & Chief Compliance Officer at PrincetonRugger BurkePartner and Chief Compliance Officer at Satori CapitalPaul StriglerChief Investment Officer, Satori Power at Satori Capital
+ 17 more
Also worked at RadioShack3
Also worked at Morgan Stanley1,576
Mary MeekerFounder & General Partner at BONDAileen LeeFounder & Managing Partner of Cowboy VenturesJenny LeeSenior Managing Partner at Granite AsiaLuciana LixandruPartner at Sequoia CapitalDavid VélezFounder & CEO of NubankJames DetweilerVP of Investments at Felicis Ventures
+ 1,570 more