John Ericson

Head of Customer Success at Halo Investing
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Contact Information
us****@****om
(386) 825-5501
Location
Chicago, US
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Experience

  • Halo Investing
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Head of Customer Success
      • Aug 2022 - May 2023

      Chicago, Illinois, United States

    • Consumer Operations Director
      • Sep 2021 - Aug 2022

      Chicago, Illinois, United States

  • JPMorgan Chase & Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President - Central Supervisory Manager
      • Mar 2020 - Sep 2021

      Chicago, Illinois, United States

  • BMO Financial Group
    • Senior Compliance Officer
      • Jan 2018 - Mar 2020

      Chicago, Illinois

  • E*TRADE
    • United Kingdom
    • Wholesale
    • 1 - 100 Employee
    • Senior Analyst
      • Jul 2017 - Dec 2017

      Chicago, Illinois

  • OptionsHouse is now E*TRADE
    • Accounts Principal
      • Jul 2016 - Jul 2017

      Chicago, Illinois

    • Banking Analyst
      • Jan 2015 - Jul 2016

  • tradeMONSTER is now OptionsHouse
    • Operations Analyst
      • Mar 2014 - Jan 2015

      Chicago, Illinois

    • Investment Services Associate
      • Mar 2013 - Mar 2014

      Chicago, IL

    • Private Client Banker
      • Mar 2012 - Mar 2013

      Oak Park, IL

    • Financial Advisor
      • Sep 2009 - Mar 2012

      Park Ridge, IL

    • Personal Banker
      • Aug 2006 - Sep 2009

      Park Ridge

Education

  • Northern Illinois University
    B.S., Communications, Journalism
    2001 - 2006

Community

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