Sidney Mao

Client Services and Operations Specialist

My Background:

  • B.A. in Cognitive Science, University of Connecticut

My Purpose: As a Client Services and Operations Support Specialist, I excel in delivering exceptional customer experiences and optimizing operational efficiency. My aim is to streamline workflows, proactively resolve issues, and foster enduring client relationships. 

My Promise: I am committed to providing comprehensive service that ensures our clients never feel lost within the financial landscape. Our clients’ confidence and well-being are paramount to our team and I take pride in offering clear guidance and unwavering support to foster these priorities.

My Balance:  I am a resident of West Hartford, CT who finds joy in exploring various creative pursuits such as digital art and guitar. In addition to my artistic pursuits, I have a deep appreciation for culinary adventures both in my own kitchen and in the dining rooms of local restaurants.