![Rutuja Amin](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Rutuja Amin is a Portfolio Manager at RTD Financial Advisors, Inc. Her primary role is to assist with investment management and investment operations.
Her responsibilities including trading, analyzing, and rebalancing portfolios.
She is part of the Investment Policy Committee and Diversity, Equity & Inclusion Committee at RTD.
Prior to joining RTD in October 2017, she worked as an Operations Specialists at U.S.
Fiduciary Services, Inc. where she was responsible for pension payments for clients’ employees, trade executions and client billing.
She graduated from Benedictine University in 2012 with a Bachelor of Arts degree in Accounting.
She has completed the Accredited Asset Management Specialist (AAMS®) course from the College of Financial Planning.
Aktive Positionen von Rutuja Amin
| Unternehmen | Position | Beginn |
|---|---|---|
RTD Financial Advisors, Inc.
 RTD Financial Advisors, Inc. Investment ManagersFinance RTD Financial develops solutions based on the client’s situation and unique needs. The firm’s investment philosophy is centered on broad diversification through asset allocation, focusing on the things they can control, like reducing fees, volatility and taxes. | Analyst-Equity | 01.10.2017 |
Ausbildung von Rutuja Amin
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
3
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Benedictine University
 Benedictine University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
RTD Financial Advisors, Inc.
RTD Financial Advisors, Inc. Investment ManagersFinance RTD Financial develops solutions based on the client’s situation and unique needs. The firm’s investment philosophy is centered on broad diversification through asset allocation, focusing on the things they can control, like reducing fees, volatility and taxes. | Finance |
