Halo Investing
Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide. Headquartered in Chicago and with employees worldwide, we’re democratizing access to investment solutions that were previously unavailable to most investors. Our marketplace connects financial advisors and investors to protective investment products offered by leading global financial institutions, including Structured Notes, SMAs, Annuities, and Advanced Wealth Solutions. Important Disclosures: https://haloinvesting.com/disclaimer/.
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Verified contacts
106
available on Kipplo
LinkedIn employees
123
51 to 200 range
Open roles
—
no listings
Distinct roles
71
indexed titles
Tech stack
5
tools in use
Monthly traffic
2.2K
organic / mo
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Decision-makers and verified team members
106 contacts with verified email or phone · masked until revealed.
- CW
Chris Warren
Head of Asset & Wealth Management · Finance & Accounting
EmailPhone - JP
Jeremy Popper
Director of Relationship Management · Sales & Business Development
EmailPhone - JF
Jim Fortescue
Member Board of Directors · General Business & Management
EmailPhone - MW
Mandi Warner
Director, Enterprise Relations · General Business & Management
EmailPhone - PS
Phil Soto
Enterprise Business Development Director · Sales & Business Development
EmailPhone - RP
Rhett Prescher
Head of Operational Excellence · Operations
EmailPhone - CL
Chloe Leitzke
Vice President · General Business & Management
EmailPhone - JT
Jack Thoms
Regional Vice President · Sales & Business Development
EmailPhone - MH
Meghan Hayes
Regional Vice President · Sales & Business Development
EmailPhone
Showing 9 of 106 verified contacts
Top roles at Halo Investing
71 distinct titles indexed · top 10 shown.
- 5regional vice president
- 3head of asset & wealth management
- 3software engineer
- 2- -
- 2account manager
- 2director, enterprise relations
- 2head of operations & client experience - south africa
- 2member board of directors
- 2member of the board of advisors
- 2operations specialist
- +61more titles
Sign up to unlock all 106 contacts at Halo Investing
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 106 verified contacts at Halo Investing
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