Tarek Helal in

Tarek Helal

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Chief Strategy Officer at Raymond James
📍 Tampa, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
22 Years
Current Role
Chief Strategy Officer
Job Level
Leadership
Location
Tampa, Florida, United States
Personality Overview

How Tarek shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Tarek cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2024
Chief Strategy Officer
Raymond James
2-2024 - 10-2024
Senior Vice President, Investments and Strategy (Renewables)
Raymond James
5-2018 - 2-2024
Chief Risk Officer - Private Client Group and Capital Markets
Raymond James
2-2017 - 5-2018
Senior Vice President, Enterprise Risk Management - Products
Raymond James
7-2011 - 9-2024
Board Member
First Home Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2005 - 2007
M.B.A.
Northwestern University - Kellogg School of Management
1997 - 2001
B.S.
University of Florida
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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