Isabella Arias

Investment Analyst at Moran Wealth Management®
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Contact Information
us****@****om
(386) 825-5501
Location
Naples, Florida, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency

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Bio

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5.0

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Joann Frazier

Isabella joined our team as a summer intern in the closing department, and was an immediate fit to our team culture. She is a fast learner and quick to take on her own daily assigned work throughout the summer. As her manager, She shown quickly that We could trust her judgement and understand to complete special projects. Had there been an opening I would have offered her the position at the end of the summer. She has been recommended to another department, as she would be a valued employee for Pulte as well any company would be lucky to have her.

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Analyst
      • Aug 2023 - Present

    • Research & Strategy Intern
      • Jun 2023 - Aug 2023

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Research Intern
      • Mar 2023 - Jul 2023

      I helped research and filter through hundreds of real estate records in the nation. I inputted the data into spreadsheets for use in promotions and sales for Midland Trust. I helped research and filter through hundreds of real estate records in the nation. I inputted the data into spreadsheets for use in promotions and sales for Midland Trust.

    • United States
    • Higher Education
    • 700 & Above Employee
    • Marketing Director for Programming Board
      • May 2021 - May 2023

      I was the Marketing Director for a student-led organization at Florida Gulf Coast University named Programming Board for two school years. We planned, organized, and hosted events for all students and staff to enjoy. I managed all of our social media platforms, photographed and interacted with the student body, created event flyers and posts, and worked closely with a team of other directors. I was the Marketing Director for a student-led organization at Florida Gulf Coast University named Programming Board for two school years. We planned, organized, and hosted events for all students and staff to enjoy. I managed all of our social media platforms, photographed and interacted with the student body, created event flyers and posts, and worked closely with a team of other directors.

    • United States
    • Construction
    • 700 & Above Employee
    • Closing Coordinator
      • May 2022 - Aug 2022

      I completed a summer internship with the home builder Pulte Group in the Closing/Finance Department. I worked closely with a group of other coordinators to manage home buyers through the process of buying a home, from the start to the close of a contract. I also worked with Pulte's affiliated mortgage and title company on financing and title needs. I completed a summer internship with the home builder Pulte Group in the Closing/Finance Department. I worked closely with a group of other coordinators to manage home buyers through the process of buying a home, from the start to the close of a contract. I also worked with Pulte's affiliated mortgage and title company on financing and title needs.

    • United States
    • Government Administration
    • 700 & Above Employee
    • Government Operations Consultant
      • May 2021 - Aug 2021

      I helped clear Lee County K-12 students to return to school during the COVID-19 pandemic in accordance with the government procedures in place at the time. I set up appointments for COVID-19 testing and vaccinations. I handled vaccination and immunization records and coordinated patients to receive the help they needed. I constantly spoke to spanish speaking patients. I completed daily data entry with patient records. I helped clear Lee County K-12 students to return to school during the COVID-19 pandemic in accordance with the government procedures in place at the time. I set up appointments for COVID-19 testing and vaccinations. I handled vaccination and immunization records and coordinated patients to receive the help they needed. I constantly spoke to spanish speaking patients. I completed daily data entry with patient records.

Education

  • Florida Gulf Coast University
    Bachelor of Science - BS, Financial Planning and Services
    2019 - 2023
  • Riverdale High School
    High School Diploma
    2017 - 2021

Community

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