Nathan Stagg Email & Phone Number
Vice President, Client Relationship Manager @ Lido Advisors, LLC
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Nathan Stagg Location
- Layton, UT, US
Nathan Stagg Work
- Vice President, Client Relationship Manager @ (January 2026 - Present)
- Wealth Manager @ (September 2025 - January 2026)
- Wealth Management Analyst @ Olympus Wealth Management, LLC (December 2024 - September 2025)
- Investment Resource Analyst @ (September 2023 - November 2024)
- Special Teams Account Manager @ (October 2019 - January 2024)
- Door to Door Salesperson @ (January 2020 - August 2020)
Nathan Stagg Education
- Utah State University - Jon M. Huntsman School of Business
Bachelor of Science - BS (Economics)
2019-2023
Nathan Stagg Skills
- Investment Advisory Services
- Investment Advisor Compliance
- Investment Strategies
- Investments
- Salesforce.com
- Economics
- SQL
- Time Management
- Determination
- Teamwork
- Sales
- Communication
- Team Leadership
- Data Analysis
- Microsoft Excel
- Stata
- Retail Sales
- Social
- Basic maintenance skills
- Korean
- Family Wealth Management
- Financial Advisory
- Financial Analysis
- Financial Planning
- Investment Management
- Private Wealth Management
- Wealth Management Services
Nathan Stagg Summary
- Nathan Stagg, based in Layton, UT, US, is currently a Vice President, Client Relationship Manager at Lido Advisors. Nathan Stagg brings experience from previous roles at Lido Advisors, Olympus Wealth Management, LLC, Wells Fargo Advisors and Vivint Smart Home. Nathan Stagg holds a 2019 - 2023 Bachelor of Science - BS in Economics @ Utah State University - Jon M. Huntsman School of Business. With a robust skill set that includes Investment Advisory Services, Investment Advisor Compliance, Investment Strategies, Investments, Salesforce.com and more. Nathan Stagg has 2 emails on RocketReach.
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