Client Services Associate
Current
Aug 2023 - Present
AeroLeads people directory · profile
Nancy Saucedo Email & Phone Number
Client Services Associate
at
Sage Mountain Advisors
1 work email found
@yourlegacyteam.net
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Services Associate
Location
Atlanta, Georgia, United States
Company size
Who is Nancy Saucedo? Overview
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Quick answer
Nancy Saucedo is listed as Client Services Associate at Sage Mountain Advisors, a company with 8 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at yourlegacyteam.net and a matched LinkedIn profile for Nancy Saucedo.
Nancy Saucedo previously worked as Operations Associate at Legacy Capital Advisors, Llc and Undergraduate Researcher at Uga Center For Undergraduate Research Opportunities. Nancy Saucedo holds Uga At Oxford Study Abroad Program, International Business, Senior from University Of Oxford.
Company email context
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{first}@yourlegacyteam.net
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Profile bio
About Nancy Saucedo
Nancy is a recent graduate of the University of Georgia with a BBA in Finance and a certificate in Legal Studies. She has strong analytical skills and a passion for problem solving. Her career goals consist of gaining valuable experience through a challenging finance role at a fast paced and forward thinking organization. Nancy is a team player who is passionate about driving continuous improvement and innovation within organizations to achieve success. Her personal goals consist of giving back to minority high school students through mentorship and empowering first generation college students to pursue their dreams.Nancy is looking for a full-time opportunity at a firm where she can add value, gain experience, and apply her financial and business knowledge.You can contact Nancy at nancy.saucedo@lpl.com
Listed skills include Powerpoint, Sql, Microsoft Excel, Leadership, and 7 others.
Current workplace
Nancy Saucedo's current company
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Sage Mountain Advisors
6 roles
Nancy Saucedo work experience
A career timeline built from the work history available for this profile.
Operations Associate
Legacy Capital Advisors, Llc
- Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Advisory Services offered through IFG Advisory, LLC, a registered.
- Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
- The financial professionals associated with Legacy Capital Advisors, LLC may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made.
Dec 2017 - Aug 2023
Undergraduate Researcher
Uga Center For Undergraduate Research Opportunities
My colleague and I presented our research at the CURO Symposium on April 4th, 2017. In our presentation, we discussed the US corporate tax system, the reasons for the increasing trend in corporate tax inversions, different proposals on corporate tax reform, and a quantitative analysis using the failed Pfizer-Allergan merger as a case study to determine.
Aug 2016 - Apr 2017
Young Scholars Summer Program Chaperone
Uga Office Of Institutional Diversity
-Managed a budget of $400-Planned programs for students participating in the YSP program twice a week-Helped students navigate campus
Jun 2016 - Jul 2016
Crew Member
-Responsible for ensuring great product quality in a fast paced environment-Provided excellent service and developed great customer relationships-Aided in training new employees on product quality, store procedures, and cleanliness
May 2015 - Aug 2015
Summer Intern
Clayton County District Attorney'S Office
-Served as a translator between prosecutors and Spanish speaking victims to prepare them for trial-Made copies and prepared case binders for prosecutors-Notified and reminded witnesses of their case date
Jun 2013 - Aug 2013
Team & coworkers
Colleagues at Sage Mountain Advisors
Other employees you can reach at sagemountainadvisors.com. View company contacts for 8 employees →
CP
Christine Phelps, Cfp®
Colleague at Sage Mountain AdvisorsAtlanta, Georgia, United States, United States
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EC
Elizabeth Caffarelli
Colleague at Sage Mountain AdvisorsAtlanta Metropolitan Area, United States
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MB
Matthew Bone
Colleague at Sage Mountain AdvisorsWoodstock, Georgia, United States, United States
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RA
Russ Allen, Cfa
Colleague at Sage Mountain AdvisorsAtlanta, Georgia, United States, United States
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AP
Allison Pickens
Colleague at Sage Mountain AdvisorsAtlanta, Georgia, United States, United States
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AC
Alaina Clemons
Colleague at Sage Mountain AdvisorsAtlanta Metropolitan Area, United States
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DP
David Pence
Colleague at Sage Mountain AdvisorsDuluth, Georgia, United States, United States
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TC
Tony Cox
Colleague at Sage Mountain AdvisorsAtlanta, Georgia, United States, United States
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Christine Phelps, Cfp®
Colleague at Sage Mountain AdvisorsAtlanta, Georgia, United States, United States
View →
EC
Elizabeth Caffarelli
Colleague at Sage Mountain AdvisorsAtlanta Metropolitan Area, United States
View →
MB
Matthew Bone
Colleague at Sage Mountain AdvisorsWoodstock, Georgia, United States, United States
View →
RA
Russ Allen, Cfa
Colleague at Sage Mountain AdvisorsAtlanta, Georgia, United States, United States
View →
AP
Allison Pickens
Colleague at Sage Mountain AdvisorsAtlanta, Georgia, United States, United States
View →
AC
Alaina Clemons
Colleague at Sage Mountain AdvisorsAtlanta Metropolitan Area, United States
View →
DP
David Pence
Colleague at Sage Mountain AdvisorsDuluth, Georgia, United States, United States
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TC
Tony Cox
Colleague at Sage Mountain AdvisorsAtlanta, Georgia, United States, United States
View →
3 education records
Nancy Saucedo education
Uga At Oxford Study Abroad Program, International Business, Senior
Bachelor'S Degree, Finance, General, Senior
High School
Jonesboro High School
FAQ
Frequently asked questions about Nancy Saucedo
Quick answers generated from the profile data available on this page.
What company does Nancy Saucedo work for?
Nancy Saucedo works for Sage Mountain Advisors.
What is Nancy Saucedo's role at Sage Mountain Advisors?
Nancy Saucedo is listed as Client Services Associate at Sage Mountain Advisors.
What is Nancy Saucedo's email address?
AeroLeads has found 1 work email signal at @yourlegacyteam.net for Nancy Saucedo at Sage Mountain Advisors.
Where is Nancy Saucedo based?
Nancy Saucedo is based in Atlanta, Georgia, United States while working with Sage Mountain Advisors.
What companies has Nancy Saucedo worked for?
Nancy Saucedo has worked for Sage Mountain Advisors, Legacy Capital Advisors, Llc, Uga Center For Undergraduate Research Opportunities, Uga Office Of Institutional Diversity, and Atlanta Bread Company.
Who are Nancy Saucedo's colleagues at Sage Mountain Advisors?
Nancy Saucedo's colleagues at Sage Mountain Advisors include Christine Phelps, Cfp®, Elizabeth Caffarelli, Matthew Bone, Russ Allen, Cfa, and Allison Pickens.
How can I contact Nancy Saucedo?
You can use AeroLeads to view verified contact signals for Nancy Saucedo at Sage Mountain Advisors, including work email, phone, and LinkedIn data when available.
What schools did Nancy Saucedo attend?
Nancy Saucedo holds Uga At Oxford Study Abroad Program, International Business, Senior from University Of Oxford.
What skills is Nancy Saucedo known for?
Nancy Saucedo is listed with skills including Powerpoint, Sql, Microsoft Excel, Leadership, Public Speaking, Microsoft Word, Teamwork, and Spanish Translation.
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