Profiel
Mr. Rohan Nayak is a Principal at Bell Investment Advisors, Inc. He joined the firm in 2010.
He works with the Financial Planning department helping investment advisors and financial planners develop a variety of financial plans for clients.
These include retirement, education, insurance, and estate plans.
With the help of financial planning software, he evaluates simulations and scenarios that provide a stress-tested, transparent path towards clients’ financial goals.
He also assists in trading and other client services as needed.
Eerdere bekende functies van Rohan Nayak
| Bedrijven | Functie | Einde |
|---|---|---|
Bell Investment Advisors, Inc.
 Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations. | Corporate Officer/Principal | - |
Opleiding van Rohan Nayak
| University of California, Santa Barbara | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations. | Finance |
