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
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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 InstituteJul, 2009- Apr, 2026
Gold Feature
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2014 - 2016Boston College - Wallace E. Carroll Graduate School of Management
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Industry Focus. “Investment Banking”
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References
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