Vice President, Financial Consultant @ (August 2022 - January 2024)
Investment Consultant @ (July 2021 - August 2022)
Relationship Manager @ (January 2020 - June 2021)
Financial Representative @ (July 2019 - January 2020)
Financial Advisor @ (September 2018 - July 2019)
Healthcare Consultant @ (June 2017 - September 2018)
Sagar Sheth Education
University of Illinois Urbana-Champaign
Bachelor’s Degree (Economics)
2013-2017
Sagar Sheth Summary
Sagar Sheth, based in Chicago, IL, US, is currently a Senior Vice President, Senior Wealth Advisor at Lido Advisors, LLC. Sagar Sheth brings experience from previous roles at Charles Schwab and Fidelity Investments. Sagar Sheth holds a 2013 - 2017 Bachelor’s Degree in Economics @ University of Illinois Urbana-Champaign. Sagar Sheth has 2 emails and 1 mobile phone numbers on RocketReach.
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