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Meet the Team

The Helios team is composed of seasoned industry leaders with decades of expertise in finance, technology, and corporate strategy. Each member brings a unique set of skills, combining deep experience in enterprise technology, fintech, and  investment management to revolutionize the financial sector.

Management Achievments

  • Pioneered groundbreaking platforms and technologies, that have led transformed industry operations and client engagement.
  • Managed and grew multi-billion-dollar portfolios, driving significant increases in revenue in short periods while implementing innovative risk mitigation strategies.
  • Delivered cutting-edge data automation and system improvements, resulting in measurable gains in efficiency, trade volume, and operational scalability.
  • Scaled and exited successful technology ventures, demonstrating expertise in business growth, strategy, and execution across multiple industries.
  • Led strategic initiatives for top financial institutions, achieving 20–35% revenue growth and improving client acquisition and
    retention metrics.
  • Spearheaded enterprise-level technology and workflow solutions, reducing operational inefficiencies and saving millions in costs for Fortune 500 clients.
  • Developed high-impact client engagement and sales strategies, resulting in significant pipeline growth and increased market
    share for financial services firms.
  • Introduced AI-driven analytics and big-data solutions, identifying untapped revenue streams and accelerating strategic growth initiatives across diverse markets.

  • Implemented robust governance and compliance frameworks, significantly reducing enterprise risk exposure and enhancing stakeholder confidence through transparent, data-backed decision-making.

Offices

New York

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