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Anton Heldmann

Research Clerk, Broker-Dealer Inspection Program

1000 followers

New York City Metropolitan Area

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Timeline
About me
Associate Vice President, MedTech Equity Research at Stifel
Education
- The University of Chicago Booth School of Business
  2017 - 2019
  MBA Behavioral Sciences, Economics, and Finance
  Activities and Societies: Finance Club and Investment Management Club Completed Training the Street's Corporate Valuation & Financial Modeling Seminars
- Seton Hall University
  -
  BSBA Finance, Economics
  Activities and Societies: Student Government Association (At-Large Senator), Accounting Club (Treasurer), Finance Club
Experience
- U.S. Securities and Exchange Commission
  May 2011 - May 2012
  Research Clerk, Broker-Dealer Inspection Program
- FINRA
  May 2012 - Jun 2019
  Principal Examiner
- Samata Capital
  Jun 2019 - Aug 2019
  Venture Capital Summer Associate
- Stifel Financial Corp.
  Nov 2020 - now
  - Associate Vice President, MedTech Equity Research
    Jan 2024 - now
  - Equity Research Associate, Medical Technology & Supplies
    Nov 2020 - Jan 2024
Licenses & Certifications
- Series 86 & 87
  FINRA
Volunteer Experience
- Team Leader and Volunteer
  Issued by New York Cares on Dec 2015
  Associated with Anton Heldmann