Nathan Stagg in

Nathan Stagg

Supporter · DISC type s
Wealth Management Analyst II at Olympus Wealth Management, LLC
📍 Ogden, Utah, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
2 Years
Current Role
Wealth Management Analyst II
Job Level
Junior
Location
Ogden, Utah, United States
Personality Overview

How Nathan shows up

Thoughtful In Approach
Slow To Decisions
Calm

They are motivated by the potential impact of their decision on the organization. They maintain good relationships with everyone, internally and externally. They prefer to follow rules and procedures.

Priorities

Topics Nathan cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

12-2024
Wealth Management Analyst II
Olympus Wealth Management, LLC
9-2023 - 11-2024
Investment Resource Analyst
Wells Fargo Advisors
10-2019 - 1-2024
Special Teams Account Manager
Vivint Smart Home
1-2020 - 8-2020
Door to Door Salesperson
Greenix
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
8-2019 - 5-2023
Bachelor of Science - BS
Utah State University - Jon M. Huntsman School of Business
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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