FAQ About Awma Aams Ishan Modi

• What is Awma Aams Ishan Modi's address?

  Awma Aams Ishan Modi is located at
  Cleveland, Ohio, United States

• What is Awma Aams Ishan Modi's job title?

  Awma Aams Ishan Modi is a Ishan serves as a Wealth Planning Associate (WPA) for the Northern Ohio Market of UBS Financial Services, where he collaborates with company’s Financial Advisors to help them meet client goals by way of creating customized financial plans. Turning Possibilities into a Plan Today, Ishan focuses on helping individuals and families manage the many facets of their often complex financial lives. For each client relationship, he takes the time to understand all you want to accomplish and then helps craft a flexible plan aligned with where you are and where you want to go, including a retirement on your terms. Past Experience Ishan’s lifelong passion is helping clients make better financial decisions. Before joining UBS Financial Services, Ishan worked at Stratos Wealth Partners in various capacity. At Stratos, he worked with advisors to help individuals, families, and businesses understand where they want to go and what they want to do with their wealth and guide them on path achieving those goals. He performed data-based research, analysis, and evaluation on various securities to design carefully selected and diversified portfolio along with a risk amendment process to protect assets, earn fair return and enable his clients to attain their life goals. Utilizing his data analytical skills, Ishan has worked with Penn State Housing & Food Services (HFS) department to develop, test, and deploy an interactive excel based Mobile Order Throttling Model and Inventory Control Model. He has also done similar analytical projects for MAI Capital Management, ABI Investments, Thames Estuary Partnership (UCL, London), and in independent capacity. Education and Credentials - Bachelors of Science in Finance (minor in Statistics) - Masters in Business Analytics with Accounting Certificate - Series 7, 66, Life and Health Insurance - Accredited Wealth Management Advisor (AWMA) - Accredited Asset Management Specialist (AAMS ) Life Quote: “You cannot swim horizons until you have the courage to lose the sight of the shore.” - William Faulkner /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

• What industry does Awma Aams Ishan Modi currently work in?

  Awma Aams Ishan Modi currently works in the Ubs | Penn State University |

• Which languages does Awma Aams Ishan Modi speak?

  No Languages Available

• Which industries has Awma Aams Ishan Modi previously worked in?

  Awma Aams Ishan Modi has prior
  experience in the following industries:
  Mai Capital Management | Stratos Wealth Partners | Abi Investments | Penn State Global Programs | Thames Estuary Partnership

• What is Awma Aams Ishan Modi’s work experience?

  Awma Aams Ishan Modi has the following professional experience:
  Ubs | Penn State University | Mai Capital Management | Stratos Wealth Partners | Abi Investments | Penn State Global Programs | Thames Estuary Partnership

• How can I find Awma Aams Ishan Modi on LinkedIn?

  You can view Awma Aams Ishan Modi’s LinkedIn profile at LinkedIn URL

• What are Awma Aams Ishan Modi’s work email addresses?

  Awma Aams Ishan Modi’s work email
  addresses are
  ishan@psu.edu

• What company does Awma Aams Ishan Modi work for?

  Ubs | Penn State University |