JP

Jeremy Popper

Director Of Relationship Management at Halo Investing

Jeremy Popper has a diverse work experience in the financial industry. Jeremy began their career as an Analyst at Deutsche Bank in 2012 and worked there until 2014. In 2014, they joined Incapital as a Vice President in Structured Products and remained in this role until 2016. At Advisors Asset Management, Inc., Jeremy held the position of Vice President in the Advisor Consulting Group from 2016 to 2018. Currently, they are serving as the Director of Relationship Management at Halo Investing, Inc. as of October 2018.

Jeremy Popper completed their education at various institutions. Jeremy attended Highland Park High School from 2004 to 2008, where they obtained their high school diploma. Following this, they enrolled at the University of Illinois Urbana-Champaign and earned a Bachelor's Degree in Finance between 2008 and 2012. Additionally, Jeremy acquired several additional certifications. In December 2012, they obtained the Series 63 certification from the Financial Industry Regulatory Authority (FINRA), and in November 2012, they received the Series 7 certification, also from FINRA. It is unclear whether Jeremy pursued any further education at UNSW, as no specific dates or degrees were provided for this institution.

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Timeline

  • Director Of Relationship Management

    October, 2018 - present