Team

Insights

Sneha Vaidya, FPQP®

Client Service Specialist

About Sneha

As a member of the firm’s Operations team, Sneha’s primary responsibility is to help in the fulfillment of daily requests made by the clients of the firm and to be the primary point of contact with the firm’s custodians.

Sneha has been working in the financial services industry since 2013. Prior to joining Summitry in 2019, Sneha worked for IRA Services overseeing customer relationship management. She brings extensive experience serving as the primary point of contact for clients and ensuring excellent service in a timely manner. She holds a Bachelor of Science in Business Management from Brigham Young University and an MBA from International Technological University in San Jose.

In her free time, she enjoys hiking, watching Broadway shows and traveling to new places.

Q & A

What drew you to the Bay Area?

I first came to the Bay Area for a short visit in 2011. What I loved the most about the Bay Area was it’s diversity and nature. I felt like this would be the best place to grow and learn because of its welcoming nature.
Discuss a solution you provided for a client that you’re extremely proud of.

A client had five different retirement accounts from five different companies. I helped coordinate all of the required paperwork and calls with the different institutions and we were able to consolidate all of the accounts. I was very proud to be able to help the client accomplish this and eventually achieve his retirement goals.
If you volunteer for a charity, which one(s) and why?

Something I am really passionate about is supporting blood donation. Every three months I volunteer to donate blood at Stanford Blood Center. I always reach out and share with my friends and family so that is can be an event and more people can participate together. I believe making time for these enriching activities fulfills our life more.