Receptionist / AUM Assistant
Sydney Phillips assists with AUM Special Operations and is a Receptionist at Oxford Wealth Advisors. She assists with new account processing, managed money deposits/withdrawals, and customer service in the managed money sector as well as answering phones, greeting clients, back office organization, and helping with office tasks when needed.
She holds an Associate’s degree in Computer Science and has over 7 years of customer service experience. Sydney is also working towards getting her New Mexico Insurance license and her Series 65.
She spends most of her free time with her daughter and fiancé going to see family or watching soccer on weekends!