Isabella Steadman Email & Phone Number

Washington, Dc, Us

Baltimore, Maryland, United States

Chicago, Illinois, United States

Mclean, Virginia, United States

Shadowed different Private Bank Advisor roles (Investments, Fiduciary, Banking, Relationship Strategy, and Wealth Strategy) while also attending workshops and speaker series. Organized and developed data on retail clients to see if they met Private Bank requirements before reaching out and servicing their needs. Participated in a group capstone project that involved a role play of a client meeting to PNC executives that focused on understanding PNC's capabilities within the Private Bank.

Rockville, Maryland, United States

Rotated through multiple departments during my eight weeks with the company. During this time, I had to manage multiple projects in order to meet deadlines. When working on a potential SEC investigation, I had to utilize and refine my organization skills in order to correctly manage the project. SPC offers both financial planning and tax services nationwide.

In charge of getting all of the materials ready in an efficient manner. Provides rapid service to achieve optimal customer satisfaction.

I efficiently shop and deliver groceries for multiple customers a day. I strategically plan my routes and shopping methods to make sure the client benefits as well.

Chevy Chase, Maryland, United States

I planned and wrote out lessons for allotted time to help strengthen the weaker subjects. Had to find the balance between work and learning activities to help the child stay engaged for long periods of time.

Silver Spring, Maryland, United States

I worked on several projects to help new employees adjust to the different softwares the company used. Along with this, I helped my boss with emails, presentations, and events.

Bachelor'S Degree, Finance And Business Management

High School Diploma

Activities and Societies: Varsity field hockey, varsity softball, ice hockey captain, president of Christian Action Service Club.