Julia Mody
President @ Wealth Management Workshop at Indiana University
About
With a well-rounded background in business and community service, I am excited to leverage my skills and experience to make a meaningful impact in the business world. Currently, I am interested in pursing jobs in the Wealth Management field. Whether it's developing innovative financial solutions or building strong relationships with clients, I am eager to take on new challenges and create value in the world of business.
United States
Manhasset
Financial Services
Tax Planning, Customer Relationship Management (CRM), Inventory Management, Teamwork, Employee Training, Problem Solving, Organization Skills, Creative, Retail, Sales, Communication, Marketing Management
Experience
President
Wealth Management Workshop at Indiana University
Private Wealth Mentee
Sanctuary Wealth
Wealth Management Intern
Bank of America Merrill Lynch
New York, United States
Private Wealth Management Intern
UBS
Philadelphia, Pennsylvania, United States
Barista
Ralph Lauren- Ralph's Coffee
Manhasset, New York, United States
Product Development and Administrative Assistant
Rajbhog Foods Inc
Jersey City, New Jersey, United States
Education
Indiana University - Kelley School of Business
Finance and Real Estate
Paul D. Schreiber Senior High School
Julia Mody's Contact Information
Phone
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