Rajiv N Dixit, Cfp®, Cpfa®

Rajiv N Dixit, Cfp®, Cpfa® Email and Phone Number

Portfolio Manager and Financial Advisor @ Parks Capital
New York, United States
Rajiv N Dixit, Cfp®, Cpfa®'s Location
Pittsford, New York, United States, United States
Rajiv N Dixit, Cfp®, Cpfa®'s Contact Details

Rajiv N Dixit, Cfp®, Cpfa® work email

Rajiv N Dixit, Cfp®, Cpfa® personal email

Rajiv N Dixit, Cfp®, Cpfa® phone numbers

About Rajiv N Dixit, Cfp®, Cpfa®

Over twenty years of experience in the financial services industry starting from a wire house environment, to building an independent registered investment advisory firm. Have established and managed a long short mutual fund and have first hand experience with the institutional level trading and asset management. Currently I manage portfolios for high net worth individuals, institutions and retirement plans. I have been characterized as an enterprising solutions finder, a team worker and a fast learner. Passionate about going after opportunities in the investment world and outside.Core areas of expertise include asset/risk management, investment analysis, product development & the financial services back office. I blend a rare combination of information systems, international standards, business and product development skills set side by side with my investment management expertise.Specialties: Equity portfolio Management , Asset Allocation , Technical Analysis , Fixed income portfolio Management, AIQ Expert Design Studio , Mordern Portfolio Theory , Strong analytical and financial modeling .Parks Capital ("Parks Capital") is a registered investment advisor. Parks Capital provides investment advisory and related services for clients nationally. Parks Capital will maintain all applicable registration and licenses as required by the various states in which Parks Capital conducts business, as applicable. Parks Capital renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Rajiv N Dixit, Cfp®, Cpfa®'s Current Company Details
Parks Capital

Parks Capital

View
Portfolio Manager and Financial Advisor
New York, United States
Website:
parkscapital.com
Employees:
3
Rajiv N Dixit, Cfp®, Cpfa® Work Experience Details
  • Parks Capital
    Portfolio Manager And Financial Advisor
    Parks Capital
    New York, United States
  • Parks Capital
    Portfolio Manager & Financial Advisor
    Parks Capital Jan 2007 - Present
    Pittsford, New York, Us
    - Firm Wide Investment Strategy Development - Investment Management for Institutions & High Net Worth Clients - Strategic Asset Allocation Reviews- RIA Management & Compliance- Equity & Options Trading- Quant Investment Strategy Using Trading Expert Pro Design Studio
  • Ralph Parks Investment Group Llc.
    Chief Financial Officer
    Ralph Parks Investment Group Llc. Nov 2005 - Jan 2007
    - Facilitated the launch of a long short Mutual fund and was appointed board Treasurer- Oversee daily operations of the registered investment advisory firm and the fund company- Maintain contact with firm’s vendors and auditors - Negotiate contracts for clearing and custody services for client assets
  • Campus Ventures Llc.
    President & Founder
    Campus Ventures Llc. Feb 2004 - Feb 2006
    -Developed an online community for students of Local colleges - Started this company from my college dorm room and built it up as a 6 person operation with significant advertising revenue flow - Played a key role in the development of the sites and marketing campanigns- Built relationships with local and national retail outlets to help with their marketing efforts designed for students
  • Smith Barney
    Investment Co-Ordinator
    Smith Barney May 2001 - Dec 2001
    New York, Ny, Us
  • Rochester Institute Of Technology
    Online Learning Student Employee
    Rochester Institute Of Technology Mar 1998 - May 2001
    Rochester, Ny, Us

Rajiv N Dixit, Cfp®, Cpfa® Skills

Financial Planning Portfolio Management Investment Strategies Retirement Planning Equities Asset Managment Financial Modeling

Rajiv N Dixit, Cfp®, Cpfa® Education Details

  • Rochester Institute Of Technology
    Rochester Institute Of Technology
  • Delhi Public School - R. K. Puram
    Delhi Public School - R. K. Puram

Frequently Asked Questions about Rajiv N Dixit, Cfp®, Cpfa®

What company does Rajiv N Dixit, Cfp®, Cpfa® work for?

Rajiv N Dixit, Cfp®, Cpfa® works for Parks Capital

What is Rajiv N Dixit, Cfp®, Cpfa®'s role at the current company?

Rajiv N Dixit, Cfp®, Cpfa®'s current role is Portfolio Manager and Financial Advisor.

What is Rajiv N Dixit, Cfp®, Cpfa®'s email address?

Rajiv N Dixit, Cfp®, Cpfa®'s email address is rd****@****llc.com

What is Rajiv N Dixit, Cfp®, Cpfa®'s direct phone number?

Rajiv N Dixit, Cfp®, Cpfa®'s direct phone number is +158524*****

What schools did Rajiv N Dixit, Cfp®, Cpfa® attend?

Rajiv N Dixit, Cfp®, Cpfa® attended Rochester Institute Of Technology, Delhi Public School - R. K. Puram.

What skills is Rajiv N Dixit, Cfp®, Cpfa® known for?

Rajiv N Dixit, Cfp®, Cpfa® has skills like Financial Planning, Portfolio Management, Investment Strategies, Retirement Planning, Equities, Asset Managment, Financial Modeling.

Who are Rajiv N Dixit, Cfp®, Cpfa®'s colleagues?

Rajiv N Dixit, Cfp®, Cpfa®'s colleagues are Gina M. Griffo, Cpfa®, Anita Zutshi.

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