Profil
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.
Ehemalige bekannte Positionen von Rohan Nayak
| Unternehmen | Position | Ende |
|---|---|---|
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 | - |
Ausbildung von Rohan Nayak
| University of California, Santa Barbara | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
