Manuel Adhy Purwanto CFP® CTA

Manuel adhy purwanto cfp® cta

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location of Manuel Adhy Purwanto CFP® CTASurabaya, East Java, Indonesia
Phone number of Manuel Adhy Purwanto CFP® CTA+91 xxxx xxxxx
Followers of Manuel Adhy Purwanto CFP® CTA678 followers
  • Timeline

    Jul 2008 - Sept 2010

    Citigold Executive

    Citi
    Surabaya Area, East Java, Indonesia
    Oct 2010 - Dec 2012

    Wealth Management Specialist

    Commonwealth Bank
    Apr 2013 - Sept 2019

    AVP Wealth Coach

    HSBC Retail Banking and Wealth Management
    Surabaya Area, East Java, Indonesia
    Current Company
    Oct 2019 - now

    Head of Investment Research

    Moduit Digital Indonesia
  • About me

    Head of Investment Research

  • Education

    • Indonesian european university

      2004 - 2007
      Bachelor of finance business/managerial economics
  • Experience

    • Citi

      Jul 2008 - Sept 2010
      • Citigold Executive

        Jan 2010 - Sept 2010
      • Personal Banker

        Jul 2008 - Dec 2009
    • Commonwealth bank

      Oct 2010 - Dec 2012
      Wealth management specialist
    • Hsbc retail banking and wealth management

      Apr 2013 - Sept 2019
      • AVP Wealth Coach

        Jan 2014 - Sept 2019
      • Investment Product Expert

        Apr 2013 - Dec 2013
    • Moduit digital indonesia

      Oct 2019 - now
      Head of investment research
  • Licenses & Certifications

    • Certified technical analyst

      Lembaga sertifikasi profesi pasar modal (lsppm)
    • Wakil manajer investasi

      Lembaga sertifikasi profesi pasar modal (lsp-pm)
    • Certified financial planner (cfp)

      Fpsb indonesia
    • Waperd

      Dewan asosiasi pelaku reksa dana dan investasi indonesia (dewan aprdi)
    • Wakil perantara pedagang efek pemasaran

      Ticmi