Julia Mody
Examiner · DISC type csJulia 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.
Read the full overview →How Julia shows up
They are thorough and always follow a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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