Profile
Mr. Rakesh Amin is Investment Operations & Research Support Analyst at American Economic Planning Group, Inc. His responsibilities include assisting portfolio managers with investment research and analysis, implementing client portfolios, and managing the relationship with AEPG’s third party back office team to troubleshoot any client reporting issues and to ensure that client portfolios are in line with their target allocations.
Prior to joining American Economic Planning Group in 2010, Mr. Amin spent a year with Bloomberg as a research analyst where he performed supply-chain analysis for numerous publicly traded companies.
Mr. Amin is a graduate of Rutgers University New Brunswick where he earned his Bachelor of Arts in Economics.
Former positions of Rakesh Amin
Companies | Position | End |
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American Economic Planning Group, Inc.
American Economic Planning Group, Inc. Investment ManagersFinance Founded in 1980 by Steven Kaye, American Economic Planning Group, Inc. is a registered investment advisor firm located in Warren, New Jersey. The firm provides personalized comprehensive wealth management to individuals, families and business owners. Their services include, but are not limited to financial planning, investment management, estate planning, 401(k)/retirement plan solutions, insurance planning and group employee benefits. American Economic Planning Group also does business as AEPG Wealth Strategies. | Analyst-Equity | 2012-06-30 |
Bloomberg, Inc.
Bloomberg, Inc. Internet Software/ServicesTechnology Services Bloomberg, Inc. provides market data research and publishing services. It offers online publishing and marketing services. The firm provides data, news, analytics and solutions for professional, corporate and government. The company is headquartered in New York, NY. | Analyst-Equity | - |
Training of Rakesh Amin
Rutgers State University of New Jersey | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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American Economic Planning Group, Inc.
American Economic Planning Group, Inc. Investment ManagersFinance Founded in 1980 by Steven Kaye, American Economic Planning Group, Inc. is a registered investment advisor firm located in Warren, New Jersey. The firm provides personalized comprehensive wealth management to individuals, families and business owners. Their services include, but are not limited to financial planning, investment management, estate planning, 401(k)/retirement plan solutions, insurance planning and group employee benefits. American Economic Planning Group also does business as AEPG Wealth Strategies. | Finance |
Bloomberg, Inc.
Bloomberg, Inc. Internet Software/ServicesTechnology Services Bloomberg, Inc. provides market data research and publishing services. It offers online publishing and marketing services. The firm provides data, news, analytics and solutions for professional, corporate and government. The company is headquartered in New York, NY. | Technology Services |
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