As Head of Client Operations, Sydney ensures our clients are comfortable and confident as we assist them in pursuing their financial goals. As part of our operations team, Sydney makes sure business functions are running efficiently, from client onboarding to client meetings and assists with requests in a timely and friendly manner. She is committed to delivering a high standard of service to everyone who walks through our doors.
Sydney joined Key Wealth Management in 2021. She is meticulous in her style, has strong attention to detail, and communicates clearly. She enjoys helping others succeed with their financial goals and making sure they understand how to navigate the complexities of the financial industry. She has a passion for building lasting and meaningful working relationships.
Sydney began her career with the Vanguard Group where she focused on providing customer service and using her problem-solving skills to improve efficiencies within the business. She worked directly with personal investor clients and provided investment guidance with complex retirement questions and transactions. She often coached her team members and set high standards for her department with her work ethic.
Sydney graduated Magna Cum Laude from the University of Arizona with a double Major in Finance and Marketing. She currently holds her Series 7 and 63 licenses.