Halo works directly with custodians to ensure the best outcomes for clients’ needs, in a seamless manner for their convenience.
In addition to his direct work with clients, he has primary responsibility for Dividend Growth Partners’ external communications, including marketing materials and community relations. Prior to joining, Halo received his BSBA from California State University-Dominguez Hills, where he graduated Magna Cum Laude. He has accrued experience in many areas of business, including B2B Sales, Investment Banking, and Operations Support. He is currently pursuing his MBA from Pepperdine University while remaining dedicated to DGP and its clients.