Rootvik Patel Email & Phone Number
Managing Director, Investments @ Civitas Capital Group
5 free lookup(s).
Rootvik Patel Location
- Dallas, TX, US
Rootvik Patel Work
- 2022 -now Managing Director, Investments @
- 2021 -2022 Director - Investments @
- 2016 -2021 Vice President, Investments @
- 2014 -2016 Senior Associate - Investments @
- 2008 -2014 Investment Manager @ Headington Oil Company
- 2004 -2008 Investment Associate @
Rootvik Patel Education
- Southern Methodist University - Cox School of Business
M.B.A. (Finance & Financial Consulting)
2005-2007 - The University of Texas at Austin
- Texas McCombs School of Business
Rootvik Patel Skills
- Asset Managment
- Portfolio Management
- Investments
- Alternative Investments
- Asset Allocation
- Equities
- Investment Strategies
- Wealth Management
- Financial Modeling
- Due Diligence
- Valuation
- Financial Analysis
- Mutual Funds
- Private Equity
- Investment Management
- Asset Management
- Equity Research
- Regulations
- Cash Flow
- Risk Measurement
- Dallas
- Project Management
- Problem Solving
- Accounting Applications
- Private Clients
- Internal Audit
- Oversight
- Reuters
- Communication
- Concentrations
- MIS
- Analysis
- Texas
- Financial Advisory
- Management
- Hedge Funds
- Sophisticated
- Compliance
- Trust
- Federal Regulations
- Bloomberg
- Growth Oriented
- Guidance
- Open Architecture
- Strategies
- Organizational Structure
- Bridge
- Market
- Vehicles
- Commercial Real Estate
- Risk
- Business Administration
- Outlook
- Reviews
- Research
- Advertising Agency
- Iron
- Finance
- Client Meetings
- Loans
- Market Research
- Risk Tolerance
- Financial Services
- Sector Research
- Guidelines
- Offering
- Banking
- Loan Servicing
- Responsibility
- Coordinate
- Decisive
- Execution
- Vendors
- Personal Trust
- Talented
- Investment Policy
- Staff Development
- Aptitude
- Morningstar
- Industry News
- Investment Research
- Personal Banking
- Portfolio
- Baseline
- Commercial Banking
- Advertising
- Investment Decisions
- Credit
- Reporting
- Cultivating
Rootvik Patel Summary
- Rootvik Patel, based in Dallas, TX, US, is currently a Managing Director, Investments at Civitas Capital Group. Rootvik Patel brings experience from previous roles at Civitas Capital Group and Headington Oil Company. Rootvik Patel holds a 2005 - 2007 M.B.A. in Finance & Financial Consulting @ Southern Methodist University - Cox School of Business. With a robust skill set that includes Asset Managment, Portfolio Management, Investments, Alternative Investments, Asset Allocation and more. Rootvik Patel has 2 emails and 2 mobile phone numbers on RocketReach.
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Jonathan Kern
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Eden Ham
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