Isabella Florescu Email & Phone Number

Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $11 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Charleston, Greensboro, Memphis and Nashville. Our clients include individuals, multigenerational families, foundations.

Nashville, Tennessee, United States

Nashville Metropolitan Area

• Provided excellent customer service by assisting clients with product selection, answering questions,and processing sales transactions.

Sewanee, Tennessee, United States

• Led weekly board meetings, planned, advised, and executed fundraising events for The Sewanee Fund and Senior Class Gift. Promoted and managed social media and graphic design for marketing.

• Launched and managed a full-service shipping and storage business on Sewanee’s campus, developing a cost-benefit analysis to guide strategic decisions.
• Implemented campus-specific marketing and sales strategies, managing operations for 75 customers during move-in and out periods.
• Recruited and supervised a team of 10 workers, coordinating schedules and logistics to ensure successful year-end move-outs.
• Communicated with headquarters weekly to refine marketing and organizational strategies, ensuring alignment with business goals.

• Designed and implemented efficient systems for managing clientele files and conducted research on potential clients gaining experience in brand strategy development, website design, and marketing.