Brian Helming
Director
Brian is a 13-year veteran in the area of arbitrage compliance and is a Director in the Dallas office of Pinnacle Arbitrage Compliance. He was a member of the Ernst & Young Arbitrage Rebate Compliance Group for over twelve years where he served as a Project Director on numerous arbitrage rebate engagements. Brian works directly with our arbitrage rebate clients and has prepared hundreds of arbitrage rebate, spending exception and yield restriction reports for clients. He supervises the Dallas practice personnel, coordinates completion of reports, and performs the detailed review on all arbitrage rebate engagements in the Dallas office.
Brian currently serves as the Project Manager for several large issuers, including state revolving loan program issuers. As such, he supervises all aspects of the calculation work, is available to answer technical questions as they arise, attends meetings as requested, and would be involved in any examinations by the IRS should they occur. Brian frequently speaks at arbitrage rebate training seminars as well as speaking at various other rebate and finance related seminars.
Before joining Pinnacle, Brian worked at Ernst & Young from 1994 to 2006 with previous experience from Prudential and Dean Witter. Brian received degrees in Accounting and Finance from the University of Arizona.