Rohan Nayak is a high-skilled professional, who works in Dal Investment Company main office of which is in 1096. as a Investment Advisor from 2019. Rohan gained professional experience in more than five positions at various companies. Rohan Nayak went to the University of California, Santa Cruz and was studying from 2010 to 2011. Rohan has these professional qualifications: Certified Financial Planner™ and Cfp Board. San Francisco, California is the city, where the professional was lastly known to be settled. Their phone number and email are accessed through SoftwareOfficial by request.
Name variants:
Rohan Nayak
Last updated Jun 16, 2024
Contact Information
Last Update
Jul 11, 2022
Email
ro**@gmail.com
Location
San Francisco, CA
Company
Dal Investment Company
Workplace
Investment Advisor
Work History
Investment Advisor
101 Montgomery St SUITE 2400, San Francisco, CA 94129
from Aug 2019
Portfolio Manager and Investment Advisor
1111 Broadway SUITE 1630, Oakland, CA 94607
Bell Investment Advisors is a privately-held, registered investment advisory firm located in Oakland, California, with a satellite office in Santa Rosa's Fountaingrove Village.In addition to...
Dec 1, 2015 — Jul 2019
Investment Advisor and Financial Planner and Portfolio Manager
1111 Broadway SUITE 1630, Oakland, CA 94607
Primary contact for clients investment strategy design and consultation
Assist Senior Investment Advisors manage relationships for 150+ high net worth clients
Perform market research and ...
Dec 2012 — Jul 2019
Paraplanner
1111 Broadway SUITE 1630, Oakland, CA 94607
Served as a core member and only Paraplanner to build and develop the basics of the Financial Planning department at the firm
Designed Financial Planning products for each component of pla...
Dec 2010 — Dec 2012
Financial Planning and Tax Intern
Enhanced existing client database along with analyzing and updating client financial data. Directed and monitored requirements, framework conditions and progress of short term/long term mark...
Aug 2009 — Nov 2010
Education
2010 — 2011
2004 — 2009
Occupations
Advisor
Financial Broker
Portfolio Manager
Health Specialist
Certified Nurse Aide
Investment Analyst
Financial Analyst
Nurse
Nurse Practitioner
Skills
Finance
Strategic Financial Planning
Retirement Planning
Investment Management
Investments
Wealth Management
Financial Planning
Investment Strategies
Financial Analysis
Portfolio Management
Estate Planning
Mutual Funds
Risk Management
Insurance
Retirement
Research
Strategic Planning
Retirement Income
Social Security
Pension Systems
Life Insurance Analysis