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
- 2026 -now Vice President, Client Relationship Manager @
- 2025 -2026 Wealth Manager @
- 2024 -2025 Wealth Management Analyst @ Olympus Wealth Management, LLC
- 2023 -2024 Investment Resource Analyst @
- 2019 -2024 Special Teams Account Manager @
- 2020 -2020 Door to Door Salesperson @
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
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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