Josh Lichtman

Senior Account Manager @Halo Investing

Chicago, IL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2025 — Present

Senior Account Manager @Halo Investing

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Chicago, IL, US

EDUCATION

2017 — 2021

Michigan State University - Eli Broad College of Business

Bachelor of Arts - BA, Finance and Financial Management Services

ABOUT JOSH LICHTMAN

Halo Investing is the first multi-issuer platform for protective investment solutions. We make it easy for advisors to access and manage structured notes, structured note SMAs, market-linked CDs, annuities, as well as hedging and monetization strategies, supported by tools that simplify analysis, customization, and execution. By bringing transparency and efficiency to protective investments, Halo helps advisors build portfolios that better protect their clients.

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Josh Lichtman — Senior Account Manager at Halo Investing in Chicago, IL, US | Unifers