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WealthManagement EDGE
May 21 - 24, 2023
The Diplomat Beach ResortHollywood, Florida

Joanna Kanakis
Executive Vice President, Head of Business Development at Halo Investing, LLC

Profile

Joanna Kanakis is Head of Institutional Business Development at Halo Investing, LLC, a financial technology firm looking to democratize protective investing. Joanna leads sales initiatives to institutional clients in the Americas, running a team of talented professionals working with networks of advisors. At Halo, Joanna provides efficient access for investors to understand and purchase structured notes, annuities, and structured ETFs. Prior to Halo, Joanna ran Prime Brokerage Sales covering the Midwest and Latam regions at Société Générale and spent the previous 13 years in derivative clearing, financing, and execution at Crédit Agricole and Société Générale broker dealers.


Agenda Sessions

  • The 2022 Protective Investing Playbook

    4:55pm