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Stephen Helms-MacBeth, CRCM, CAFPManager

Phone: (800) 477-7458
Email: stephen.macbeth@saltmarshadvisors.com
Resume: Download

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 Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and Office of Foreign Asset Control (OFAC) compliance as well as other banking 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

Community Affiliations

Leadership Pensacola - Class of 2023
Gulf Coast Diplomacy - Board Member, Treasurer

Areas of Practice

Financial Institution Consulting

Industries of Focus

Financial Institutions

Publications

Since 1944 Achieving Success by Contributing to the Success of Others

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ORLANDO

TAMPA

info@saltmarshadvisors.com
(800) 477-7458

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Saltmarsh is the brand name under which Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund provide professional services. Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Saltmarsh CPAs, Inc. is a licensed independent CPA firm that provides attest services to its clients. Saltmarsh, Cleaveland & Gund and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities falling under the Saltmarsh brand are independently owned and are not liable for the services provided by any other entity providing the services under the Saltmarsh brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund.