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 @ Lido Advisors, LLC
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2025 - 2026 Wealth Manager @ Lido Advisors, LLC
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2024 - 2025 Wealth Management Analyst @ Olympus Wealth Management, LLC

2023 - 2024 Investment Resource Analyst @ Wells Fargo Advisors
2019 - 2024 Special Teams Account Manager @ Vivint
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2020 - 2020 Door to Door Salesperson @ Greenix
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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

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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.

Nathan Stagg Emails

Found 2 emails

Nathan Stagg Phone Numbers

Found 1 phone numbers

+1 801-963-XXXX

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Top Lido Advisors, LLC Employees

Stacy Beattie

Chief Operating Officer at Lido Advisors, LLC

Los Angeles, CA, US
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Stuart Katz

President, Private Wealth at Lido Advisors, LLC

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Brian Haloossim

President at Lido Advisors, LLC

Los Angeles, CA, US
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Roberto Paredes

President, National Strategic Relationships at Lido Advisors, LLC

Los Angeles, CA, US
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Jason Ozur

Chief Executive Officer at Lido Advisors, LLC

Los Angeles, CA, US
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Ken Stern

President at Lido Advisors, LLC

Los Angeles, CA, US
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Naseem Anzari

Chief Financial Officer at Lido Advisors, LLC

San Diego, CA, US
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Jeffrey Garden

Chief Investment Officer at Lido Advisors, LLC

Los Angeles, CA, US
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Peter Morimoto

Managing Director at Lido Advisors, LLC

San Diego, CA, US
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Scott Silver

Managing Director, Senior Wealth Advisor at Lido Advisors, LLC

New York, NY, US
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Greg Kushner

Chairman at Lido Advisors, LLC

Los Angeles, CA, US
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Scott Bird

Managing Director, Senior Wealth Advisor at Lido Advisors, LLC

Salt Lake City, UT, US
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Erick Newton

Managing Director at Lido Advisors, LLC

Scottsdale, AZ, US
2
- gmail.com
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3
- +1 480-348-XXXX
- +1 601-823-XXXX
- +1 602-363-XXXX

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