Senior Vice President, Key Accounts
“Only on the fringes of an ecosystem, those outer rings, do evolution and adaptation occur at a furious pace; the inner center of the system is where the entrenched, non-adapting species die off, doomed to failure by maintaining the status quo. Businesses go through the same cycles.” - Yvon Chouinard
- Senior Vice President, Key Accounts
Brackston Helms is a senior vice president of CNL Securities managing key accounts. In his role, Brackston oversees and manages the national accounts team, continuing the momentum in building the company’s overall syndication along with business development efforts. Prior to his current role, he spent 7 years overseeing CNL’s due diligence team.
Mr. Helms has 21 years of experience in the financial industry. Before joining CNL in 2007, his work included the sale of unit investment trusts, managing accounts, senior analyst for financial institutions like Bankers Trust, Deutsche Bank, State Street Corporation, First Trust.
B.S., Business Administration, Taylor University
FINRA Series 7, 24 and 63 licenses