Updates About COVID-19 (Coronavirus) - Learn More

Our People Learn about the talented people who make Saltmarsh so exceptional


Stephen Helms-MacBeth, CRCM, CAFPManager

Stephen is a manager in the Financial Institution Advisory Group at Saltmarsh, Cleaveland & Gund. He has been working in the financial institutions industry since 1992, concentrating primarily on compliance, operations and policies and procedures. Stephen currently works with the firm’s financial institution clients providing loan and deposit compliance, Bank Secrecy Act (BSA) and compliance review services.

Education

  • B.S.B.A. Marketing - University of West Florida
  • Alabama School of Banking - Class of 2009/Class Treasurer

Certifications

  • Certified Regulatory Compliance Manager (CRCM)
  • Certified AML and Fraud Professional (CAFP)

Professional Affiliations

  • Association of Certified Fraud Examiners - Pensacola - NorthWest Florida Chapter
  • Central Florida Compliance Association

Industries of Focus

Publications

Contact Us

FORT WALTON BEACH
(850) 243-6713

ORLANDO
(407) 203-8990

NASHVILLE
(615) 661-0885

PENSACOLA
(850) 435-8300

TAMPA
(813) 287-1111

info@saltmarshcpa.com
(800) 477-7458

Stay Connected

Sign up to receive updates and important information from Saltmarsh!