Senior Vice President, Key Accounts
Brackston Helms serves as senior vice president of key accounts for CNL Securities, member FINRA/SIPC. Prior to being promoted to this role, Mr. Helms served as internal sales manager. Before joining CNL in 2007, Mr. Helms worked for First Trust Portfolios L.P. in the sale of unit investment trusts, managed accounts, exchange-traded funds and closed-end funds. Additionally, he spent six years with Bankers Trust, Deutsche Bank and State Street Corp., leading a team in the management of private placements.
Mr. Helms received his Bachelor of Science in Business Administration from Taylor University in Upland, Indiana. He holds FINRA Series 7, 24 and 63 licenses.
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