Summary
Overview
Work History
Education
Skills
Timeline
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Paula Isaza

Bradenton,FL

Summary

Developed skills in financial planning and analysis within client-focused environment, now seeking to transition into new field. Expertise includes strategic decision-making and effective communication, useful across various industries. Proven ability to deliver value and build strong relationships, adaptable to diverse professional settings.

Overview

10
10
years of professional experience

Work History

Financial Advisor

Primerica
11.2024 - 02.2025
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Cleaner Helper

Isaza Remodeling Llc
02.2024 - 11.2024
  • Improved cleanliness and sanitation by diligently performing daily cleaning tasks.
  • Supported fellow cleaners with various tasks, ensuring efficient completion of assigned duties.
  • Maintained a healthy environment for building occupants by consistently removing dust, dirt, and allergens from surfaces.

Entrepreneur

Casa Verde Store
09.2014 - 04.2016
  • Built strong brand recognition and customer loyalty by delivering high-quality products and services consistently over time.
  • Improved customer satisfaction with exceptional project management skills and timely delivery of products and services.
  • Launched new product lines successfully through comprehensive planning, strategy and research.
  • Determined business plan, mission statement, and vision.

Education

High School Diploma -

Marco Fidel Suarez De Bello
Colombia
05-1999

Skills

  • Very punctual person
  • Very organized person
  • I always follow the rules
  • Very Responsible with my job and duties
  • Attention to detail

Timeline

Financial Advisor

Primerica
11.2024 - 02.2025

Cleaner Helper

Isaza Remodeling Llc
02.2024 - 11.2024

Entrepreneur

Casa Verde Store
09.2014 - 04.2016

High School Diploma -

Marco Fidel Suarez De Bello

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Paula Isaza