Client Operations Specialist
“It is amazing what you can accomplish if you do not care who gets the credit.”
– Harry S. Truman
Raiya the team player.
Raiya, our Client Operations Specialist, has over six years of experience working in wealth management in the Bay Area. A graduate of UC Davis, where she studied Economics and Sociology, Raiya provides valuable support to the TWA team by facilitating multiple brokerage activities, client services, and business operations. Raiya’s ability to interface seamlessly with teammates and clients creates greater success for everyone, a philosophy reflected in her favorite Harry S. Truman quote: “It is amazing what you can accomplish if you do not care who gets the credit.”
Raiya the yogi.
Raiya devotes a lot of energy to taking care of the needs of others at work, so she strives to live a balanced, healthy life. In her free time you’ll often find her practicing yoga, or running the trails in South Bay. Curious and compassionate by nature, Raiya is at various times an avid reader, an artist, a great listener, and a volunteer at various non-profit organizations. Packing a full day also means being an early riser. “I’m a motivated and optimistic person,” Raiya says. “I like to help people in whatever capacity I can.”
What Transitions means to Raiya, and vice versa.
Raiya is inspired by TWA’s environment of camaraderie, respect and genuine concern for clients. Meanwhile, we benefit from Raiya’s positive energy and the diverse talents she brings to the mix. It’s a match made in heaven. “I like that TWA customizes its approach for each household’s unique circumstances,” she says. “Most clients are local, making our work feel instrumental in improving the lives of our community members.”
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Transitions Wealth Advisors is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide tax or legal advise.
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