Shiri Ratoviz

Accounting Assistant at Cal Poly Partners

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.

Location

San Luis Obispo, United States

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Cal Poly Partners

Cal Poly Partners is a 501(c)(3) nonprofit organization and is one of 90 auxiliaries within the California State University system. In this capacity, the cal Poly Partners helps Cal Poly retain earnings, lessen risks, make investments, sell assets and hire employees. And we do all of this to help Cal Poly continually evolve as the world-class educational experience that it has come to be known. The corporation is 100 percent self-supporting and receives no state funding. Operating costs are covered by administrative fees charged to units the corporation supports.