Erick Newton Email & Phone Number
Managing Director @ Lido Advisors, LLC
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Erick Newton Location
- Scottsdale, AZ, US
Erick Newton Work
- 2025 -now Managing Director @
- 2011 -2025 Chief Compliance Officer and Financial Advisor @ Copperwynd Financial
- 2008 -2010 Director Client Services - Quality Assurance, Program and Strategy Management @
- 2005 -2008 Director Project Management - Business Management and Planning @
- 2002 -2005 Director Client Services - National Service and Sales, TCS and SPT @
- 1999 -2002 Senior Manager Client Services - SI National Service and Trading @
- 1998 -1999 Senior Project Manager - Corporate Y2K Project @
- 1995 -1998 Senior Trader and Supervisor - SI Fixed Income Trading @
- 1993 -1995 Registered Representative - National Investor Services @
- 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
- Business Strategy
- Operations Management
- Budgets
- Product Management
- Vendor Management
- Certified Financial Planner
- Fixed Income
- Client Services
- Investments
- Quality Assurance
- Strategy
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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