Isabelle Bodenstein

Background

About Isabelle Bodenstein

I am a finance graduate from the University of Maryland and was an active member of the Scholars program, Accounting and Business Association, Catholic Student Center, and Greek Life. Through my extracurricular activities, I interacted with many people, improving my networking skills and flexibility. I am very curious, creative, and hardworking. When I was growing up, my parents gave me an allowance of $10 per week for doing chores and helping out around the house. I was to use this money to buy anything I wanted like toys or candies. It was being able to save up the money I had earned to buy things that got me hooked on budgeting. I also attended Junior Achievement presentations in elementary and middle school, which got me interested in credit, debt, and loans, and led to my applying to and joining the National Academy of Finance in high school. Naturally, after high school, I applied to the Smith School of Business as a Finance major. After my operations summer internship at Morgan Stanley, I accepted an offer for a fall wealth management internship. I graduated in December 2024 and got an offer to join Cassaday & Company as a Financial Planning Assistant in April. I am excited to start my career in the wealth management industry and get fully registered!