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Isabella Montalvan Arguello
Client Associate @UBS
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WORK HISTORY
Client Associate @UBS
Coral Gables, FL, US
EDUCATION
Bentley University
Bachelor of Business Management - BBM, Business, Management, Marketing, and Related Support Services
St. Augustine Preparatory School
High School Diploma
ABOUT ISABELLA MONTALVAN ARGUELLO
Aspiring Wealth Manager currently working as a Client Associate at UBS. Completed a B.S. in Management with a minor in Economics at Bentley University May 2025.I bring a strong foundation in relationship management, strategic thinking, and client service—skills I continue to refine through my hands-on experience in private banking and wealth management. At UBS, I support senior advisors in delivering tailored financial solutions, coordinating client interactions, and maintaining the high-touch service that defines world-class wealth advisory.My academic and extracurricular journey has been shaped by leadership, initiative, and a passion for impact. I founded a campus organization focused on promoting diversity and inclusion, reflecting my deep commitment to equity and representation. I\'ve also served in the highest student role within Bentley’s undergraduate admissions office, where I developed strong communication and planning skills while representing the university to prospective students and families.I’m passionate about helping individuals and families manage and grow their wealth with intention and integrity. My interests lie at the intersection of Communication, Portfolio Management, and Relationship-Driven Advisory, and I’m eager to continue growing within the wealth management are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
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