Akshai O Maxwell

22424 Malden St, West Hills, CA 91304

Investment Management

Regal Wealth Group Jan 2017 - Aug 2018
Chief Investment Strategiest
Morgan Stanley Oct 2016 - Dec 2016
Advisor
U.s. Trust Sep 2005 - Aug 2016
Portfolio Manager
Bank of America Apr 2005 - Aug 2005
Registered Representative
Box Brothers May 1, 1999 - Apr 1, 2005
It Officer

Portfolio Management
Investments
Asset Management
Asset Allocation
Management
Wealth Management
Alternative Investments
Mutual Funds
Financial Analysis
Investment Management
Estate Planning
Investment Strategies
Equities
Equity Research
Investment Advisory
Strategic Financial Planning
Series 7
Series 66
Securities
Financial Services
Trading
Finance
Fixed Income
Risk Management
Hedge Funds
Banking
Financial Modeling
Capital Markets
Financial Advisory
Bloomberg
Leadership
Customer Service
Business Development
Microsoft Office
Microsoft Excel
Retirement Planning
Strategic Planning

Christianity
Kids
Investing
Traveling
Sweepstakes
Electronics
International Traavel
Reading
Music
Sports
Family Values
Travel
Movies

English

San Diego, CA