Susan Bautista is the Executive Assistant and Office Manager at Ryan Wealth Management. She focuses on supporting clients and Advisors as they work together to maintain client investments.
Having worked in the finance industry for 13 years, Susan has developed efficient processes to keep accounts organized for new and existing clients. She provides, processes and maintains paperwork for new accounts and maintains existing accounts. She helps clients process paperwork for retirement rollovers and transfers. In addition, she answers clients’ requests and helps to solve any problems they encounter.
Susan’s greatest satisfaction comes from helping clients solve problems. She values the trust and confidence clients put in her and takes pride in taking care of their requests as soon as possible.
For the office as a whole, she processes payroll and manages employees’ benefits and requests. Susan is also a Notary Public.
Susan is a native of Colorado and has lived in Yuba City, California, for over two decades. Susan and her husband have three children. She enjoys running, camping, hiking, reading, and spending time with family and friends.