Erick Newton Location
Scottsdale, AZ, US
Erick Newton Work
- 2025 - now Managing Director @ Lido Advisors, LLC
- 2011 - 2025 Chief Compliance Officer and Financial Advisor @ Copperwynd Financial
- 2008 - 2010 Director Client Services - Quality Assurance, Program and Strategy Management @ Charles Schwab
- 2005 - 2008 Director Project Management - Business Management and Planning @ Charles Schwab
- 2002 - 2005 Director Client Services - National Service and Sales, TCS and SPT @ Charles Schwab
- 1999 - 2002 Senior Manager Client Services - SI National Service and Trading @ Charles Schwab
- 1998 - 1999 Senior Project Manager - Corporate Y2K Project @ Charles Schwab
- 1995 - 1998 Senior Trader and Supervisor - SI Fixed Income Trading @ Charles Schwab
- 1993 - 1995 Registered Representative - National Investor Services @ Charles Schwab
- 1993 - 1993 Stockbroker @ Olde Discount Stockbrokers
Erick Newton Education
- W. P. Carey School of Business – Arizona State University
MBA
2003 - 2005 - University of Arizona
BS (Finance and Accounting)
1988 - 1992 - Buena High School
Erick Newton Skills
- Risk Management
- Process Improvement
- Leadership
- Strategic Planning
- Program Management
- Project Management
- Change Management
- Team Building
- Business Development
- CRM
Erick Newton Summary
Erick Newton, based in Scottsdale, AZ, US, is currently a Managing Director at Lido Advisors, LLC. Erick Newton brings experience from previous roles at Copperwynd Financial and Charles Schwab. Erick Newton holds a 2003 - 2005 MBA @ W. P. Carey School of Business – Arizona State University. With a robust skill set that includes Risk Management, Process Improvement, Leadership, Strategic Planning, Program Management and more. Erick Newton has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Lido Advisors, LLC Employees
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Brian Haloossim
President at Lido Advisors, LLC
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Jason Ozur
Chief Executive Officer at Lido Advisors, LLC
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Jeffrey Garden
Chief Investment Officer at Lido Advisors, LLC
Los Angeles, CA, US2 -
Peter Morimoto
Managing Director at Lido Advisors, LLC
San Diego, CA, US23
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