Profil
Mr. Helm joined AIG Financial Advisors, Inc., now SagePoint Financial, Inc. in January 2001.
He rejoined SagePoint Financial in September 2004.
He is a Member of the American Society for Training and Development.
He held training management positions at America West Airlines and American Express.
He received a Bachelor's degree from the University of New Mexico and a Master's degree from the University of Phoenix.
Anciens postes connus de Lester N. Helm
| Sociétés | Poste | Fin |
|---|---|---|
SagePoint Financial, Inc.
 SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Sales & Marketing | 31/12/2009 |
Formation de Lester N. Helm
| The University of New Mexico | Undergraduate Degree |
| University of Phoenix | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
SagePoint Financial, Inc.
SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Finance |
