Isabela W. Email & Phone Number

San Diego, California, United States

- Support the CEO in all activities to promote successful growth of the business. Coordinate on execution of the goals and commitments of the entire leadership team and advisors.- Manage phone calls and emails (screening, preparing/draft correspondence).- Prepare production report numbers for the firm meetings.- Manage calendar and meetings.- Help service CEO's clients.- Assist with travel arrangements.- Provide overall management and administration of the agency… Show more - Support the CEO in all activities to promote successful growth of the business. Coordinate on execution of the goals and commitments of the entire leadership team and advisors.- Manage phone calls and emails (screening, preparing/draft correspondence).- Prepare production report numbers for the firm meetings.- Manage calendar and meetings.- Help service CEO's clients.- Assist with travel arrangements.- Provide overall management and administration of the agency location.- Help CEO with accountability of the firm leadership team.- Personal and business banking. Show less

La Jolla Ca

• Led the office with regard to all administration tasks to include some Human Resources functions such as payroll and benefits. • Oversaw the calendar management for the team to ensure all meetings were scheduled in a timely and efficient manner. • Partnered with a third-party vendor for all accounting needs to include payroll and ensured all payroll data was collected in a timely manner in order to distribute paychecks on time. • Facilitated gathering accurate comp data to… Show more • Led the office with regard to all administration tasks to include some Human Resources functions such as payroll and benefits. • Oversaw the calendar management for the team to ensure all meetings were scheduled in a timely and efficient manner. • Partnered with a third-party vendor for all accounting needs to include payroll and ensured all payroll data was collected in a timely manner in order to distribute paychecks on time. • Facilitated gathering accurate comp data to determine commission and bonus related compensation. • Spearheaded the project of adding employee health benefits for the company and worked with a broker to determine a plan that best suited the company’s needs. • Oversaw the company website to include updating calendar, adding new products, monitoring inventory and leading the shipping and receiving which led to an increase in web sales. • Evaluated all inventory and ensured the proper number of supplies were ordered for the company, utilizing bulk ordering to save on annual office supply costs. • Executed all company events to include researching venues, ordering supplies and food which led to an increase in overall employee satisfaction. • Ensured timely communication with all customers by responding to all emails and calls. Also provided detailed information on products and services resulting in an increase in sales. Show less

Greater San Diego Area

Helped collect and analyze data for the clients who wanted to buy or sell a business. Also identified and developed business opportunities for commercial insurance products. Consistently helped retain existing clients and worked expanding the customer base.

Rio De Janeiro Area, Brazil

Prepared and organized customers and company information to facilitate search.Took care of patients, controlling their diets and daily habits, according to their needs. Kept and shared straight information with doctors and nurses to keep the client health and in well conditions. Organized client general information, costs, and expenses.

Certificate In Human Resources Management, Human Resources Management And Services

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Bachelor Of Science (B.S.), Nutrition Sciences