Rajiv N Dixit, Cfp®, Cpfa® Email and Phone Number
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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.
Parks Capital
View- Website:
- parkscapital.com
- Employees:
- 3
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Portfolio Manager And Financial AdvisorParks CapitalNew York, United States -
Portfolio Manager & Financial AdvisorParks Capital Jan 2007 - PresentPittsford, 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 -
Chief Financial OfficerRalph 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
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President & FounderCampus 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
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Investment Co-OrdinatorSmith Barney May 2001 - Dec 2001New York, Ny, Us -
Online Learning Student EmployeeRochester Institute Of Technology Mar 1998 - May 2001Rochester, Ny, Us
Rajiv N Dixit, Cfp®, Cpfa® Skills
Rajiv N Dixit, Cfp®, Cpfa® Education Details
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Rochester Institute Of Technology -
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
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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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