Primary Job Title Founder and CEO Primary Organization Beam
Location Brooklyn, New York, United States Regions Greater New York Area, East Coast, Northeastern US Gender Male
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David Helene is the co-founder and CEO of Edquity, the first of its kind college financial planning app for high-school and college students. Previously, he served as a co-founder of UniFi Scholars, a non-profit provider of college financial planning education for low-income high school students. Under his leadership, UniFi Scholars served over
300 students in less than 18 months of operation – in partnership with organizations like KIPP, Achievement First, Riverdale Country School, the Packer Collegiate Institute, and the Sports & Arts in Schools Foundation, the largest non-profit afterschool provider in the U.S. – and was incubated by 4.0 Schools.
Before UniFi Scholars, David spent nearly three years at The Clearing House, a financial trade association representing the interests of the nation’s largest commercial banks. Named the youngest vice president in TCH’s history, he most recently served as Chief of Staff, in which role he worked directly with TCH’s president and was responsible for overseeing a variety of special operational and advocacy initiatives.
Prior, he served as Associate Editor for The Clearing House’s Banking Perspective, in which role he was one of two founding staff members of the organization’s quarterly journal and helped drive its circulation to over 18,000 individuals. David was also responsible for supporting TCH’s strategic communications efforts, helping shape the external messaging of The Clearing House and producing all of TCH’s public facing publications, including its CEO Dashboard. A lifelong New Yorker, he is a graduate of Yale University with a BA in economics.
