Daniel Helmick: Email & Phone Number

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Portfolio Manager at Inspire Trust Company, N.A.|Lebanon, Ohio, United States

Position:

Portfolio Manager at Inspire Trust Company, N.A.

Location:

Lebanon, Ohio, United States

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Last updated: 2026-06-15

Updated: 2026-06-15

Found email addresses for Daniel Helmick:

Business emails:

d************k@resonate.com,

d************k@fidelity.com,

d******k@tpfg.com

Personal emails:

l*******k@hotmail.com,

d******k@yahoo.com,

d*********3@gmail.com

Found phones for Daniel Helmick:

+1-480-***-**22,

+1-909-***-**97

A different Daniel Helmick?

Work Experience 22 years

Portfolio Manager at Inspire Trust Company, N.A.

Oct 2023 - Current

Portfolio Manager at The Pacific Financial Group, Inc.

Jul 2022 - Oct 2023

Senior Financial Analyst - Portfolio Management at The Pacific Financial Group, Inc.

Jun 2022 - Jul 2022

Research Analyst & Trader at Journey Advisory Group, LLC

Mar 2020 - May 2022

Portfolio Manager at The Randolph Company

Apr 2017 - Jan 2020

Director of Research & Portfolio Management at Resonate, Inc.

Mar 2016 - Mar 2017

Practice Coordinator at Raymond James

Jun 2015 - Feb 2016

Research Analyst & Assistant Portfolio Manager at The Bank of Kentucky

Feb 2012 - Jun 2015

Client Service Management at Fidelity Investments

Jul 2007 - Feb 2012

Financial Analyst at Convergys

May 2007 - Jul 2007

Benefits Associate at Convergys

Aug 2006 - May 2007

401(k) Customer Service Associate at Fidelity Investments

Jul 2004 - Aug 2005

Daniel Helmick started working in 2004, then the employee has changed 8 companies and 9 jobs. On average, Daniel Helmick works for one company for 1 year 9 months.

Their professional focus is 401k, Asset Management, and Auditing across 3 core areas.

Daniel holds Series 65 and Notary Public certifications.

Education

Master in Business Administration (MBA) at Northern Kentucky University

Bachelor's Degree at Northern Kentucky University

St. Xavier High School

Frequently Asked Questions

What is Daniel Helmick's email address?

SignalHire found verified email addresses for Daniel Helmick, both business and personal. Their business email is d************k@resonate.com, and personal emails include l*******k@hotmail.com, d******k@yahoo.com, and d*********3@gmail.com.

What is Daniel Helmick's phone number?

SignalHire found multiple verified phone numbers for Daniel Helmick: +1-480-***-**22, and +1-909-***-**97.

How do I contact Daniel Helmick at Inspire Trust Company, N.A.?

You can reach Daniel Helmick through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Daniel Helmick's professional background?

Daniel Helmick has 22 years of professional experience. They have held roles including Portfolio Manager, Senior Financial Analyst - Portfolio Management, and Research Analyst & Trader at companies such as The Pacific Financial Group, Inc., The Pacific Financial Group, Inc., and Journey Advisory Group, LLC. Their education includes Master in Business Administration (MBA) from Northern Kentucky University, and Bachelor's Degree from Northern Kentucky University.

Is Daniel Helmick's contact information up to date?

Yes. Daniel Helmick's SignalHire profile was last updated on 15 June 2026, reflecting their current position as Portfolio Manager at Inspire Trust Company, N.A..

Daniel Helmick Namesakes

Name

Company

Position

Daniel Helmick

Infios

WMS Administrator

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