Helena Putman

Q: What is Helena Putman email address?

Email Helena Putman at helena@pibetaphi.org. This email is the most updated Helena Putman's email found in 2026.

Q: How to contact Helena Putman?

To contact Helena Putman send an email to helena@pibetaphi.org. (updated on September 02, 2024)

Financial Analyst at Goldman Sachs | Austin, Texas, United States

About Helena Putman

Helena Putman is a dedicated Financial Analyst at Goldman Sachs, specializing in Private Wealth Management in Houston, Texas. In her current role, she leverages her strong analytical skills and financial acumen to provide tailored investment strategies for high-net-worth clients. Helena is instrumental in conducting comprehensive market research and financial analysis, enabling her team to deliver insightful recommendations that align with clients' unique financial goals and risk tolerance.

One of her key projects involves collaborating with senior advisors to develop customized asset allocation strategies that optimize client portfolios. By utilizing advanced tools in Microsoft Excel and PowerPoint, Helena creates detailed financial models and compelling presentations that effectively communicate complex financial concepts to clients. Her exceptional communication and interpersonal skills facilitate strong relationships with clients, ensuring they feel informed and confident in their investment decisions.

Helena's organizational skills and time management abilities are vital in managing multiple client accounts simultaneously, ensuring that each client receives the attention and service they deserve. Her proficiency in Microsoft Office applications, particularly Outlook and Word, allows her to maintain seamless communication with both clients and colleagues, enhancing team collaboration and efficiency. As a proactive and detail-oriented analyst, Helena Putman continues to make significant contributions to the Private Wealth Management team at Goldman Sachs, driving client satisfaction and fostering long-term financial success.

Helena Putman Work