Heather Oconnor
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Heather Oconnor Email & Phone Number

Senior Associate, Private Client Services at Lido Advisors, LLC
Location: San Diego, California, United States 9 work roles
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✓ Verified July 2026 2 data sources Profile completeness 71%

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Current company
Lido Advisors, LLC
Role
Senior Associate, Private Client Services
Location
San Diego, California, United States
Company size
71 employees

Who is Heather Oconnor? Overview

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Quick answer

Heather Oconnor is listed as Senior Associate, Private Client Services at Lido Advisors, LLC, a with 71 employees, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Heather Oconnor.

Heather Oconnor previously worked as Senior Client Service Associate at First Republic Private Wealth Management and Senior Associate, Private Client Services at Wells Fargo Advisors.

Company email context

Email format at Lido Advisors, LLC

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Lido Advisors, LLC

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Profile bio

About Heather Oconnor

Heather Oconnor is a Senior Associate, Private Client Services at Lido Advisors, LLC.

Current workplace

Heather Oconnor's current company

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Lido Advisors, LLC
Lido Advisors, Llc
Senior Associate, Private Client Services
los angeles, california, united states
Website
lidoadvisors.com
Employees
71
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Company profile
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9 roles

Heather Oconnor work experience

A career timeline built from the work history available for this profile.

Senior Associate, Private Client Services

Current
Lido Advisors, Llc

San Diego, California, United States

May 2023 - Present

Senior Associate, Private Client Services

Wells Fargo Advisors

San Diego, California, United States

Nov 2016 - Jan 2019

Executive Assistant

Kestra Financial

San Diego, California, United States

Jul 2011 - Nov 2016

Executive Assistant

Morgan Stanley

San Diego, California, United States

Oct 2007 - Jun 2011

Transition Specialist

Lpl Financial

San Diego, California, United States

Oct 2006 - Oct 2007
Team & coworkers

Colleagues at Lido Advisors, LLC

Other employees you can reach at lidoadvisors.com. View company contacts for 71 employees →

JM John Messinger John Messinger Colleague at Lido Advisors, LlcCosta Mesa, California, United States View → JL Julio Lidos Julio Lidos Colleague at Lido Advisors, LlcSaudi Arabia View → GS Giampaolo Sacco Giampaolo Sacco Colleague at Lido Advisors, LlcRedondo Beach, California, United States View → JK Jeffrey Kaufmann Jeffrey Kaufmann Colleague at Lido Advisors, LlcJupiter, Florida, United States View → ND Natālija Dolgušina Natālija Dolgušina Colleague at Lido Advisors, LlcLatvia View → JB John Bute John Bute Colleague at Lido Advisors, LlcBoca Raton, Florida, United States View → EL Evan Levy Evan Levy Colleague at Lido Advisors, LlcLos Angeles, California, United States View → MK Matthew Kulka, Cfp® Matthew Kulka, Cfp® Colleague at Lido Advisors, LlcGreater Chicago Area, United States View → MC Maman Chris Piquand Maman Chris Piquand Colleague at Lido Advisors, LlcBourgogne-Franche-Comté, France View → MM Matthew Meenan Matthew Meenan Colleague at Lido Advisors, LlcDallas-Fort Worth Metroplex, United States View →
FAQ

Frequently asked questions about Heather Oconnor

Quick answers generated from the profile data available on this page.

What company does Heather Oconnor work for?

Heather Oconnor works for Lido Advisors, LLC.

What is Heather Oconnor's role at Lido Advisors, LLC?

Heather Oconnor is listed as Senior Associate, Private Client Services at Lido Advisors, LLC.

Where is Heather Oconnor based?

Heather Oconnor is based in San Diego, California, United States while working with Lido Advisors, LLC.

What companies has Heather Oconnor worked for?

Heather Oconnor has worked for Lido Advisors, Llc, First Republic Private Wealth Management, Wells Fargo Advisors, Kestra Financial, and Morgan Stanley.

Who are Heather Oconnor's colleagues at Lido Advisors, LLC?

Heather Oconnor's colleagues at Lido Advisors, LLC include John Messinger, Julio Lidos, Giampaolo Sacco, Jeffrey Kaufmann, and Natālija Dolgušina.

How can I contact Heather Oconnor?

You can use AeroLeads to view verified contact signals for Heather Oconnor at Lido Advisors, LLC, including work email, phone, and LinkedIn data when available.

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