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Bio

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Akshay Joshi is a finance professional with expertise in investment banking and securities, holding certifications from FINRA and the CFA Institute.

Credentials

  • Series 63 - Uniform Securities Agent State Law Examination
    Financial Industry Regulatory Authority (FINRA)
    Aug, 2016
    - Apr, 2026
  • Series 79 - Investment Banking Representative Examination
    Financial Industry Regulatory Authority (FINRA)
    Aug, 2016
    - Apr, 2026
  • CFA (Charter Pending)
    CFA Institute
    Jul, 2009
    - Apr, 2026
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Education

  • 2014 - 2016
    Boston College - Wallace E. Carroll Graduate School of Management

Suggested Services

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Industry Focus. “Investment Banking”

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