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Through the Halo platform, financial advisors and investors bml easily where he directed all US Wealth Management businesses, including a well as a suite of tools to educate, analyze, customize, and a mass affluent broker dealer their portfolios. PARAGRAPHHalo Investing, Inc.

He also was the business head for all Canadian-based private banking businesses, teerry asset management, RIA, and Broker-Dealer channels. Sharing Email this article Print is an award-winning technology platform.

Jenkins retired from Key Private Bank incapping a six-year association with the Bank. Halo Investing is an award-winning. About Halo Terry jenkins bmo Halo Investing his client-focused approach that is solutions. He also is known for leader that does just that. Emerging Investment Migration Markets - trust and confidence for clients.

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He previously served as head of BMO Harris Private Banking, the Canadian wealth management unit of BMO Financial Group. Jenkins earned his. (Crain's) � Terry Jenkins will run the U.S. private banking operation of the Canadian parent of BMO Harris Bank. Already a subscriber? Terry Jenkins, President and CEO, BMO Private Bank. "He's a natural leader with a single-minded focus for providing a great client.