Client Services Specialist
Sydney is dedicated to providing the highest level of service with integrity and a thoughtful personal touch. As the Client Services Specialist, Sydney is relationship-focused, helping to ensure client needs are met and expectations exceeded.
Prior to joining WrapManager, Sydney was Branch Office Administrator at Edward Jones Investments, where she gained invaluable experience working in partnership with clients navigating complex and time-sensitive requests.
Sydney draws from more than 20 years in public relations and event management where she held several leadership roles, as well as owner of Limelight Public Relations. Sydney graduated from Mount St. Mary’s College with a Bachelor of Arts in Political Science and holds certification in both Public Relations and Spanish language studies.
My favorite part of the day is seeing my colleagues collaborate and deliver; from crafting personalized financial plans to streamlining efficient business processes, it is a true symphony of teamwork.
My retirement dream includes exploring the world by cuisine and following my favorite bands on tour. And here’s something my co-workers may not know about me…I’m a bonafide true crime junkie but am the first to hide under a pillow during a scary scene in a movie.
Some of my favorite fun things include chasing my family of five down the slopes, cooking from my garden, seeing live music, and cheering (loudly) for the Giants. Guilty pleasure: hitting the trails on Mount Tam listening to my favorite podcasts.
(800) 541-7774 Toll-free
(415) 541-9760 Fax
By Mail
WrapManager, Inc.
319 Miller Avenue
Mill Valley, CA 94941
Important Disclosure | Privacy Policy WrapManager, Inc., 319 Miller Avenue, Mill Valley, CA 94941 (800) 541-7774 toll-free | (415) 541-9760 fax | Click to email us © 2023 WrapManager, Inc. All Rights Reserved. WrapManager is an SEC-registered investment adviser. (1) qualified investors are those with $500K or more in investable assets