Ishan Modi
Wealth Planning Associate at UBS | Cleveland, Ohio, United States
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Data Analyst - Purchasing Department at Penn State University in June 2021 to Present
Wealth Planning Associate at UBS in September 2022 to Present
Data Analyst at MAI Capital Management, LLC in July 2022 to August 2022
Financial Advisor at Stratos Wealth Partners in February 2022 to May 2022
Registered Administrative Associate at Stratos Wealth Partners in December 2021 to February 2022
Marketing Associate at Stratos Wealth Partners in January 2021 to December 2021
Sustainibility Leader + Student Manager at Penn State University in August 2017 to July 2021
Real Estate Investment Intern at ABI Investments, LLC in July 2020 to July 2021
Education Abroad Peer Advisor and Global Mentor at Penn State Global Programs in September 2017 to May 2021
Finance Accounting Intern at Thames Estuary Partnership in June 2019 to August 2019
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Penn State University, Master of Science - MS, Business Analytics with Certificate in Accounting, October 2026
Penn State University, Bachelor of Science - BS, Finance and Minor in Statistics, 3.86, October 2026
Navrachana International School, High School Diploma, International Baccalaureate Diploma Program (IBDP), 37 points, October 2026
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Prescriptive Analytics
Predictive Analytics
Descriptive Analysis
Analytical Skills
Time Management
Financial Analysis
Strategic Planning
Project Management
Data Analysis
Fixed Assets
Asset Management
Wealth Management
Financial Reporting
Cash Flow Forecasting
Pivot Tables
Microsoft Word
Microsoft PowerPoint
Microsoft Excel
Python (Programming Language)
Visual Basic for Applications (VBA)
SQL
R-Programming
Microsoft Power BI
Tableau
Leadership
Communication
Public Speaking
Teamwork
Community Engagement
Critical Thinking
Organization Skills
Problem Solving
@Risk Stimulation
Open-mindedness
Detail-oriented
Observation
Adaptability
Option Valuation
Portfolio Optimization
Black-Scholes
Capital Budgeting
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Discover more about UBSWhat is Ishan Modi email address?
Email Ishan Modi at [email protected], [email protected] and [email protected]. This email is the most updated Ishan Modi's email found in 2026.
What is Ishan Modi phone number?
Ishan Modi phone number is 7173437003 and 216-910-1052.
How to contact Ishan Modi?
To contact Ishan Modi send an email to [email protected], [email protected] or [email protected]. If you want to call Ishan Modi try calling on 7173437003 and 216-910-1052.
What company does Ishan Modi work for?
Ishan Modi works for UBS
What is Ishan Modi's role at UBS?
Ishan Modi is Wealth Planning Associate
Ishan Modi Email Addresses
Ishan Modi Phone Numbers
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