Isabel Quinn Email & Phone Number

San Diego, CA, US

Eugene, Oregon, United States

- Created & used financial models such as discounted cash flow (DCF) & relative valuation analysis to value 1 company per quarter - Advised group on how to manage >$2M between two active portfolios- Composed detailed equity research reports, then presented and defended investment recommendations to the group

Novato, California, United States

- Proficient in emergency action plans & handling critical situations, ensuring the well-being of swimmers- Leadership skills demonstrated through the supervision & training of lifeguard staff, fostering a culture of professionalism, teamwork, and excellence- Committed to providing exceptional customer service, maintaining a clean and organized facility.

Novato, California, United States

- Lifeguarded and supervised 3 pool areas while maintaining a safe and fun environment for members - Was head lifeguard whenever necessary; led guard rotations, member services, and opening & closing pool areas

Mill Valley, California, United States

- Automated client onboarding & form generation processes via S-Docs & Salesforce Lightning and provided training to members of the firm- Reconciled client investment guidelines with current software by creating a database for reviewing and analyzing current guidelines against portfolios for 500+ accounts, and prepared updated guidelines when necessary.

Novato, California, United States

- Processed payments while conducting merchandising and retail duties of SLIH Yoga & Boutique- Managed and greeted 200+ clients in addition to registering new guests into the online system- Designed and created marketing signage for 20+ classes a week

Eugene, Oregon, United States

- Created and managed sisterhood events and retreats for 160+ members- Promoted campus & community involvement- Followed an annual budget- Lead the implementation of family programming

Belvedere Tiburon, California, United States

- Lifeguarded and interacted with 700+ members to ensure safe and enjoyable pool, hot tub, and lawn experiences - Handled stressful situations resulting from emergency incidents calmly and professionally

Novato, California, United States

- Led sports games and athletic activities for kids ages 4 to 12- Collaborated with other leaders to create unique and engaging daily schedules for groups of 80+ children - Mentored kids to gain confidence and social skills through sports

Novato, California, United States

- Directed external communications to proper channels, including 50+ daily telephone, mail, and walk-in customers - Maintained and updated sales presentation folders, and collaborated on digital marketing advertisements- Aided accounting department in filing weekly payables & receivables and sending monthly billing for 250+ clients - Trained new staff on.

Bachelor Of Science - Bs, Business Administration, Finance | Psychology And Economics Double Minor

Activities and Societies: UO Investment Group, LCB Undergraduate Honors, Alpha Chi Omega, Letters of Love, UO Women in Business, UO.

Entrepreneurship And Economics

Studied the Economics of Wine (4-week program) in Barcelona, Spain followed by a 4-week Entrepreneurship and Start-up Culture course in.

Education record

Activities and Societies: Lacrosse, Soccer, Yearbook (Section Editor), Miss Unlimited, St. Martin de Porres (Volunteer), The Quill.