Isabella Wagner

Isabella Wagner possesses a strong background in finance and tax consulting, holding key positions in various organizations. Experience as Chief Financial Officer at Kappa Alpha Theta involved managing sorority finances and creating annual budgets. A history with Sand Point Country Club included roles as Lifeguard and Swim Instructor, later advancing to Aquatics Program Coordinator, where program structuring and event coordination were emphasized. Isabella's tenure at Deloitte as a Tax Consultant and Senior Tax Consultant focused on delivering tax compliance services to diverse clients, specializing in investment management. Currently serving as Associate Wealth Planner at Corient, previous experience also includes a Marketing Internship at Wagner Real Estate Group where marketing strategies were developed. Educational credentials include a Bachelor of Arts in Business Administration with an emphasis on Accounting and a Master of Science in Taxation, both from the University of Washington.