Type Of Business:
Investment Management Firm
Expertise:
Mr. Baxi's expertise is in marketing and finance.
Major Product/SVS:
Mutual Funds, Hedge Funds, Institutional Accounts
Education Degrees:
Master of Business Administration, New York Institute of Technology (2007)
Affiliations Awards:
Financial Planning Association; Investment Management Consultants Association; CFA Institute
Number Of Years In Profession:
12
Number Of Years In Current Position:
6
What Does He/She Attribute Success To:
He attributes his success to his perseverance and determination.
Why did you become involved in your profession or industry?:
He became involved in his profession after graduating from college and working for American Express, which led to constantly being approached in the financial services arena.
Extended Bio Profile:
Mr. Baxi is a regional director.
Position Responsibilities and Duties:
Facilitating Business Development and Client Service for Institutional and Intermediary Clients
Where Will You Be In 5 Years:
In five years, Mr. Baxi aspires to assume an entrepreneurial role.