Halpern will lead this team at a crucial time when the business is set to launch multiple new products later this year.
During his three decades of experience in the financial industry, Halpern has promoted digital banking products and worked with financial advisors. He’s held the role of CMO at Betterment before moving to Morgan Stanley as head of Deposits and Cash Management for its Private Bank. He previously worked at Merrill Lynch, where he led marketing for affluent and mass affluent segments, and E*Trade, covering investing product and site marketing. He started his career at Capital One.