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Maxie Jose

Maxie Jose

Commander

Followers of Maxie Jose179 followers
location of Maxie JoseErnakulam, Kerala, India

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  • Timeline

  • About me

    Affluenz Wealth Advisors

  • Education

    • KV Indore

      -
      Finance and Financial Management Services

      Financial Risk Manager, 2018Certified Financial Planner, 2013Diploma in Strategic Finance and Control 2008General Mgmt Program at IIM Lucknow 2008Defence and Strategic Studies 2002

    • IIM Lucknow

      -

  • Experience

    • Navy

      Jul 1986 - Oct 2008
      Commander

    • Inchcape Shipping Services

      Feb 2009 - Jul 2012

      • Manager, India

        Jul 2010 - Jul 2012

      • Manager, Dubai and Northern Emirates

        Feb 2009 - Jul 2010

    • Affluenz Wealth Advisors

      Aug 2012 - now
      Managing Director

  • Licenses & Certifications

    • Financial Risk Manager (FRM®)

      GARP FRM Program
      Jul 2018
      View certificate certificate

    • Chartered Wealth Manager

      American Academy of Financial Management
      Mar 2022

    • CFP Certification - Global Excellence in Financial Planning

      FPSB India
      May 2013
      View certificate certificate

    • Certified Financial Planner (CFP)

      Financial Planning Standards Board Ltd.
      Jan 2012