Tarek Helal

Corporate Officer/Principal at RAYMOND JAMES FINANCIAL, INC.

Net worth: 4 M $ as of 30/05/2026

47 year

41 connections

Finance

Consumer Services

Commercial Services

Profile

Mr. Tarek Helal is a Chief Strategy Officer at Raymond James Financial, Inc. He is on the Board of Directors at BayFirst National Bank (Florida) and Raymond James Financial Services, Inc. Mr. Helal was previously employed as a Chief Executive & Investment Officer by Horus Asset Management LP, an Independent Director by BayFirst Financial Corp., and a Senior Associate by Standard & Poor's Corp.
He received his undergraduate degree from the University of Florida and an MBA from Kellogg School of Management.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
RAYMOND JAMES FINANCIAL, INC. 0.01%	29/12/2025	25,726 ( 0.01% )	4 M $	30/05/2026

Tarek Helal active positions

Companies	Position	Start
RAYMOND JAMES FINANCIAL, INC.	Corporate Officer/Principal	31/01/2017
BayFirst National Bank (Florida) BayFirst National Bank (Florida) Major BanksFinance Provides national chartered banking services	Director/Board Member	-
Raymond James Financial Services, Inc. Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Provides brokerage services	Director/Board Member	-

All active positions of Tarek Helal

Former positions of Tarek Helal

Companies	Position	End
BAYFIRST FINANCIAL CORP.	Director/Board Member	29/09/2024
Horus Asset Management LP	Chief Executive Officer	31/01/2017
Standard & Poor's Corp. Standard & Poor's Corp. Financial Publishing/ServicesCommercial Services Provides credit rating services	Corporate Officer/Principal	-

See the detail of Tarek Helal's experience

Training of Tarek Helal

Experiences
Positions held

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Inactive

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Private companies

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Connections

1st degree connections

1st degree companies

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Members of the board

Executives

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Linked companies

Private companies	8
Raymond James Financial, Inc. Raymond James Financial, Inc. Investment ManagersFinance Provides wealth management, investment banking and advisory services	Finance
University of Florida University of Florida Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Raymond James Financial Services, Inc. Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
BayFirst National Bank (Florida) BayFirst National Bank (Florida) Major BanksFinance Provides national chartered banking services	Finance
BayFirst Financial Corp. BayFirst Financial Corp. Regional BanksFinance Operates as a bank holding company with interest in providing commercial banking services	Finance
Standard & Poor's Corp. Standard & Poor's Corp. Financial Publishing/ServicesCommercial Services Provides credit rating services	Commercial Services
Kellogg School of Management Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Horus Asset Management LP