Get your Emails warmed up and ready to send
Build sender reputation and reach more inboxes with automated email warmup.
Warm up your emails
Starting at $49/month
Jim Green
Managing Partner @Halo Investing
Signup · Get unlimited contacts
WORK HISTORY
Managing Partner @Halo Investing
Wingman Strategic Partners is a full-service insurance platform built intentionally to serve the rapidly evolving independent RIA marketplace and the broader wealth management sector. Wingman was founded to help great advisors build stronger businesses. We partner with advisors to provide insurance solutions in a scalable, efficient, and fiduciary-minded way. Our integrated platform aligns our team’s expertise with yours, providing a higher standard of service to support your business and protect your clients. We specialize in working collaboratively with advisors through education, advanced planning expertise, unmatched breadth of marketplace access, and concierge implementation solutions.
EDUCATION
University of California, Davis
Personal Financial Planning Certificate Program
The American College of Financial Services
Retirement Income Certified Professional® (RICP®)
The American College of Financial Services
Chartered Life Underwriter (CLU®)
University of Saint Thomas
BA
The American College of Financial Services
Chartered Financial Consultant® (ChFC®)
ABOUT JIM GREEN
With over 20 years of experience in financial services, I am a passionate and…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.