Isabella Arias

Isabella Arias Email and Phone Number

Investment Analyst at Moran Wealth Management @ SWFL Women in Investment Management
Isabella Arias's Location
Naples, Florida, United States, United States
About Isabella Arias

I am a recent graduate from Florida Gulf Coast University having earned a Bachelor of Science degree in Finance with a Real Estate Minor in May 2023.I have always had a passion for learning and helping others. I completed FGCU’s dual enrollment program, named Accelerated Collegiate Experience, during my last two years of high school, from which I graduated in 2021. During my time at FGCU, I was Programming Board's Marketing Director where I promoted and helped host fun & enriching events and concerts. I was involved with our school's trading club, and I participated in mentorship programs in partnership with the Lutgert College of Business and the CFA Society of Naples. Professionally, I completed an internship with PulteGroup over the summer of 2022. I primarily helped the Finance and Closing department, and was also able to shadow many others like Construction, Sales, Mortgage, and more. I also did an internship with Midland Trust where I learned to research and filter through real estate records to implement into a marketing campaign used across the nation. Now, I proudly am a part of the Asset Management team at Moran Wealth Management as an Investment Analyst, following an amazing summer internship in 2023. I am a candidate for the CFA Level 2 Exam. I continue to be involved with the CFA Society of Naples and SWFL's Women in Investment Management.

Isabella Arias's Current Company Details
SWFL Women in Investment Management

Swfl Women In Investment Management

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Investment Analyst at Moran Wealth Management
Isabella Arias Work Experience Details
  • Swfl Women In Investment Management
    Administrator
    Swfl Women In Investment Management Jan 2024 - Present
    Naples, Florida, United States
  • Cfa Society Naples
    Administrator
    Cfa Society Naples Jan 2024 - Present
    Naples, Florida, United States
  • Moran Wealth Management®
    Investment Analyst
    Moran Wealth Management® Aug 2023 - Present
    Naples, Florida, United States
  • Moran Wealth Management®
    Research & Strategy Intern
    Moran Wealth Management® Jun 2023 - Aug 2023
    Naples, Florida, United States
  • Midland Trust Company
    Research Intern
    Midland Trust Company 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.
  • Florida Gulf Coast University
    Marketing Director For Programming Board
    Florida Gulf Coast University May 2021 - May 2023
    Fort Myers, Florida, United States
    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.
  • Pultegroup
    Closing Coordinator
    Pultegroup May 2022 - Aug 2022
    Bonita Springs, Florida, United States
    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.
  • State Of Florida Department Of Health
    Government Operations Consultant
    State Of Florida Department Of Health May 2021 - Aug 2021
    Fort Myers, Florida, United States
    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.

Isabella Arias Education Details

Frequently Asked Questions about Isabella Arias

What company does Isabella Arias work for?

Isabella Arias works for Swfl Women In Investment Management

What is Isabella Arias's role at the current company?

Isabella Arias's current role is Investment Analyst at Moran Wealth Management.

What schools did Isabella Arias attend?

Isabella Arias attended Florida Gulf Coast University, Riverdale High School.

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