Isabela Martins
Winter Garden
Summary
Motivated recent graduate with a strong foundation in business management and economics, combined with hands-on experience in fast-paced finance and sales environments. Demonstrates strong organizational and communication skills, with the ability to adapt quickly and contribute to diverse teams. Familiar with data analysis and customer service, ready to bring a positive attitude and commitment to growth in a new professional role.
Overview
4
4
years of professional experience
Work History
Finance Intern
Principal Financial Group
05.2023 - 12.2023
- Responsible for processing new investments accounts
- Accurately completed life insurance applications, ensuring compliance with company standards
- Maintained confidentiality of sensitive client documents and financial records
- Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.
- Supported organizational account management duties under direct supervision.
Sales Assistant
Secatudo Distribuidora
05.2022 - 08.2022
- Handled incoming phone calls and managed client records with high attention to detail
- Delivered personalized recommendations, enhancing customer satisfaction
- Handled customer inquiries, complaints, and returns professionally, ensuring a positive experience for all clients
- Retrieved documents and maintained appropriate record
Sales Intern
Aminox Industry and Commerce
06.2020 - 08.2021
- Trained and onboarded new employees, improving team productivity
- Answered phones, email, and chat to assist customers
- Analyzed data using Excel, streamlining sales reporting processes
- Thrived in a fast-paced environment, consistently exceeding performance expectations
Education
Bachelor of Arts - Business Management and Economics
Rollins College
Winter Park, Florida12.2024
High School Diploma -
Montverde Academy
Montverde, Florida01.2020
Skills
- Computer: Advanced proficiency in Microsoft Excel, Word, PowerPoint; Familiar with Salesforce, MoneyGuidePro, Whealthscape, RightBRIDGE
- Certifications: Microsoft Excel 2016 Introductory and Entrepreneurial Certification – Prime Cursos
Languages
Portuguese
Native or Bilingual
Spanish
Limited Working
Timeline
Finance Intern
Principal Financial Group
05.2023 - 12.2023
Sales Assistant
Secatudo Distribuidora
05.2022 - 08.2022
Sales Intern
Aminox Industry and Commerce
06.2020 - 08.2021
Bachelor of Arts - Business Management and Economics
Rollins College
High School Diploma -
Montverde Academy
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