Kathleen Helmer
Compliance Analyst, HR and Operations
Kathleen is a native of the Pacific Northwest and migrated to California for college in 1991. She graduated from Santa Clara University in 1995, with a Bachelor of Science in Civil Engineering. Kathleen is an active mountain biker and runner and is the mother of two daughters.
Kathleen leverages her engineering degree and mindset to all of the internal processes at Caldwell Sutter Capital and has managed the steady growth of the company since joining in 2016.
LICENSES
General Securities Principal (S24)
General Securities Representative (S7 & S63)
Phone | (415) 367-4951
Email | kathleen@cald.com