Theresa Helbling

Theresa Helbling has extensive experience in financial services, serving as Managing Director, Practice Manager, and Principal Consultant at Charles River Development from December 2018 to November 2024. Prior to this, Theresa worked at SS&C Technologies, Inc. for over 25 years in various roles, including Solution Architect/Relationship Manager, Director of Product Management, and Product Manager, where responsibilities included ensuring successful integration of multi-product solutions and managing client relationships. Earlier in Theresa's career, experience included a role as Branch Services Representative at Merrill Lynch, specializing in retirement and margin support. Theresa holds a Bachelor's Degree in Finance from the University of Colorado Boulder.