Isabella Pettit

Institutional Client Management Associate II at CAPTRUST

Isabella Pettit has a diverse range of work experience across various industries.

Isabella started their career in 2017 at Sam's Flying Scoops, where they worked as a Manager until 2021.

In 2020, Isabella also interned at The ArtsCenter for a brief period.

From 2019 to the present, Isabella has been a Program Participant at Buckley Public, where they have been involved in various programs.

Beginning in 2020, Isabella joined APPLES Service-Learning, initially as an Internship Committee Member, then as Internships Co-Chair, and currently serves as Treasurer.

In 2022, Isabella became a part of the CAPTRUST team, initially as an Institutional Client Services Intern and is currently working as an Institutional Client Management Associate.

Isabella also served as the Director of Sponsor Programming at Pearl Hacks from 2022 to 2023.

Isabella Pettit's involvement extends beyond their professional roles. Isabella has been a Foundation Board Member at ImpactNC since 2022, where they participate in designing, publicizing, and awarding grants to non-profit organizations supporting vulnerable communities in North Carolina.

Isabella Pettit's education history begins in 2015 when they graduated from Corinth Holders High School with a High School Diploma. Following that, they attended the North Carolina School of Science and Mathematics from 2017 to 2019, where they obtained an Online Certificate in Global Studies and Humanities. Currently, from 2019 to 2023, Isabella is pursuing a Bachelor's degree in Economics at the University of North Carolina at Chapel Hill.

Additionally, Isabella has obtained several certifications. In May 2022, they completed the following courses offered through LinkedIn: "Build Your Financial Literacy," "Excel Essential Training (Office 365/Microsoft 365)," "Financial Basics Everyone Should Know," "Learning Outlook Desktop (Office 365/Microsoft 365)," "Microsoft Teams Essential Training," "Microsoft Teams Quick Tips," "PowerPoint Essential Training (Office 365/Microsoft 365)," and "SharePoint Online Essential Training: The Basics (2020)." In June 2022, they obtained an Introduction to Retirement Planning (IRP) Certificate from the American Society of Pension Professionals and Actuaries. Lastly, in July 2022, Isabella completed the Essentials of Team Collaboration course offered by LinkedIn.

Links

Timeline

  • Institutional Client Management Associate II

    January 1, 2024 - present

  • Institutional Client Management Associate

    May, 2023

  • Institutional Client Services Intern

    May, 2022