Maulik Joshi

Senior Director of Finance at Axio

Maulik Joshi has extensive experience in finance and investment banking. Maulik is currently working as a Senior Director of Finance at Axio, a position they have held since September 2022. Prior to this, Maulik worked as a Senior Director of Finance at Fyllo from March 2022 to September 2022. Before joining Fyllo, they served as a Director of Finance at Axio from October 2020 to March 2022. Maulik also has experience at Namely, where they worked as a Manager of FP&A from March 2019 to October 2020. Prior to Namely, they worked as a Senior Financial Analyst at Conduit Global from April 2018 to February 2019. Maulik started their career as an Investment Banking Associate at TAP Advisors from June 2017 to November 2017. Maulik then worked as an Investment Banking Analyst at Oppenheimer & Co. from July 2014 to May 2017.

Maulik Joshi completed their Bachelor's Degree in Accounting and Finance from The University of Alabama, from 2010 to 2014. In addition, they have obtained certifications, namely the Series 63 from FINRA and the Series 79 from FINRA. However, the specific month and year of obtaining these certifications are not provided.

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Previous companies

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Timeline

  • Senior Director of Finance

    September, 2022 - present

  • Director of Finance

    October, 2020

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