Julia Mody
Login to view DISC.Julia Mody is a student at Indiana University’s Kelley School of Business, focusing on Finance, Real Estate, and Wealth Management. She has gained industry experience through internships at UBS and Bank of America Merrill Lynch, and is currently a Private Wealth Mentee at Sanctuary Wealth, holding certifications in eMoney and Holistiplan.
She demonstrates a strong commitment to her field by serving as President of the Wealth Management Workshop at her university. Julia actively participates in industry events, such as Sanctuary Wealth’s Oasis Conference, to stay informed on current trends like AI and cryptocurrency in finance.
Unique fact: Julia was selected as one of only 53 students for the prestigious Charles Schwab Wealth Management Workshop.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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