Raven A.
Advisor Support | Customer Success
- Role
- Advisor Support Representative at Altruist
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Raven A.
Driven and empathetic Advisor Support professional with 2+ years of experience in customer service and broker-dealer operations. Passionate about delivering delightful experiences and solving complex RIA inquiries across account management, trading, billing, and more. Skilled in Salesforce, Jira, and fintech tools. Known for creative problem-solving, intentional communication, and unwavering ownership. Currently growing with the Customer Success team at Altruist during an exciting phase of innovation and expansion.
Experience
Advisor Support Representative
Jun 2025 — Present · Culver City, CA, US
Education
UC Santa Barbara
Bachelor of Arts - BA, Counseling Psychology
2017 — 2019
Pasadena City College
Associate of Arts and Sciences - AAS, Psychology
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