Shiri Ratoviz

Shiri Ratoviz is a financial analyst at Steel Peak Wealth Management, responsible for analyzing securities and managing investment portfolios for clients since June 2024. Currently, Shiri also serves as an accounting assistant at Cal Poly Partners, processing significant monthly transactions and assisting with detailed accounting functions. Previously, Shiri gained customer service experience as a team member at McConnell's Fine Ice Creams and as a restaurant crew member at Crumbl Cookies. Shiri is pursuing a degree at Cal Poly Orfalea College of Business, having completed secondary education at Oak Park High School.