Helios Information
Contact top employees from
Helios
Summary
Helios helps Financial Advisors to grow their business, save time, and add scale to their services through estate planning and asset management....Show more
Organization Website | heliosdriven.com |
Social Links |    |
Phone Number | +1-916-781-2332 |
Industries | |
Headquarters Location | 8757 Auburn Folsom Rd, Granite Bay, California, 95746 US |
Employees Size | 10-50 employees |
Founded | 2016 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Helios shows a diverse range of experience levels:
8% have been with the company for less than 1 year15% for 1–2 years8% for 3–4 years23% for 5–7 years15% for 8–10 years31% have over 11 years of service at HeliosContact top employees from
Helios
Chris Shuba
CEO and Founder
Caleb Findell
Senior Research Analyst
Peter Moosbrugger
Strategic Account Executive
Eric Woodraska
Client Portfolio Manager
Benjamin Rohling
Director Of Business Operations
Ryan Beauchamp
Analyst
Paul Burke
Chief Operating Officer
Nayan Patel
Quantitative Research Analyst, Multi-Asset Portfolio Solutions
Kyle Ambrecht
Independent Contractor
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FAQ
Helios operates in the Finance industries. More details can be found on the official website: heliosdriven.com.
The headquarters of Helios are located in Granite Bay, United States.
You can contact Helios by phone at +1-916-781-2332.
Helios currently employs 10-50 people.
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