Josh Halter is a Regional Sales Executive at Equitable since March 2023, bringing a wealth of experience from previous roles at Lincoln Financial Group, where Josh served as a Regional Sales Representative and progressed through several positions including Sales Representative - Small Business Solutions and Intermediary Sales Associate from January 2018 to March 2023. Prior experience includes a Family Wealth Intern position at Wilmington Trust, where Josh collaborated with investment teams to enhance database accuracy and assisted in client portfolio analysis. Earlier internships at Summers Financial Services and Franklin Templeton Investments involved expanding client bases, improving operational efficiencies, and facilitating software implementation. Josh Halter holds a Bachelor of Science in Economics and Finance from Clemson University and has also studied at CIMBA and Bond University.
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