Idalia Moreno

Critic
DISC Type : C

Analyst at JPMorganChase

Greater Indianapolis, United States

Overview

Idalia is a finance analyst at JPMorgan Chase who recently graduated from Butler University in just 3. 5 years. Her professional background is strengthened by internships in municipal advisory at Baker Tilly US and roles at Charles Schwab and State Farm, showcasing a consistent focus on the financial services industry.

As a decorated first-generation student, Idalia was recognized for her outstanding academics and leadership. She was the sole recipient of the "ICI Realizing the Dream Scholarship" at her university, an award given to the states top-performing first-generation students, highlighting her dedication and resilience.

Unique fact: Idalia was selected as the single recipient from Butler University for a statewide scholarship recognizing Indianas most promising first-generation students.

Personality Overview

Precise

Information Seeker

Negotiator

They prefer to do logical analysis and value evidence over emotions.  They don’t appreciate bells and whistles unless backed by data. They enjoy working alone and do not rely on others very often.

Topics They Care About

First-Gen Student Success
Was the sole recipient of the "ICI Realizing the Dream Scholarship" at Butler University, recognizing her as one of Indiana's top first-generation students.
Early Career Growth
Successfully converted a summer analyst internship at JPMorgan Chase into a full-time role immediately after an accelerated 3. 5-year graduation.
Financial Analysis
Her current role as an Analyst builds upon prior internships at Charles Schwab and Baker Tilly, indicating a strong focus on financial services.

Media Appearances

Idalia has no verified media appearances

Work History

6-2025
Analyst at JPMorganChase
6-2024 - 8-2024
2024 MMBSI Summer Analyst at JPMorgan Chase & Co.
9-2023 - 4-2024
Contingent Workforce Aprentice at Charles Schwab
6-2023 - 8-2023
Consulting Intern Municipal Advsiory at Baker Tilly US
10-2022 - 4-2023
Intern at State Farm

Education

8-2021 - 12-2024
Education details unavailable from Butler University
2-2022 - 4-2022
Finance from Envestnet Institute On Campus program

More Information

Social Presence :

Prographics :

Exp : 1 Location : Greater Indianapolis, United States Job Level : Junior Designation : Analyst at JPMorganChase
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Insights For Selling To Idalia

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be formal and objective, they will appreciate it more

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Idalia is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Idalia

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Idalia move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Idalia take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Idalia

Personality Compatibility


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