Raj Nayak

Experience

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  Navigant

  Jun 2001 - Jan 2002

  Associate Consultant - Goldman Sachs IMD

  Partnered with 8 Navigant consultants, Goldman Sachs’ (Client) Team, and Ernst & Young team to implement system conversion into AMS wealth management software platform for life cycle tracking of capital assets; trained and supervised consultant

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  Nayak Portfolio Management

  Jan 2003 - Jan 2009

  Founder and Portfolio Advisor

  Founded and operated portfolio management business. Advised senior executives/doctors, and developed investment dialogue with clients based on their short-, medium-, and long-term business objectives. Executed equity and derivatives investments for HNW clients.

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  Penn State Smeal MBA Program

  Jan 2009 - Jan 2010

  Team Lead - Garber Venture Capital Fund ($5MM)

  Led 7 member team to propose $250K Convertible Debt offering for Cogster micro lending business, as part of $5MM Venture Capital Fund

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  L&T Finance

  Jan 2010 - Jan 2010

  Equity and Fixed Income Research Associate

  Equity and Fixed Income Research Associate covering Commodities sector for Larsen & Toubro Mutual Fund (Mumbai, India)

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  Bank of America Merrill Lynch

  Jan 2011 - Jan 2013

  Wealth & Financial Advisor

  Raised/managed HNW client investment portfolio assets along with senior portfolio team ($400M+). - Created presentations and client proposals highlighting investments, market views, and industry insights. - Executed equity, derivative, fixed income, and alternative investments (hedge funds, private equity, and real estate

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  Aravitha LLC

  Jan 2013 - Jan 2015

  Consultant

  Internet startup focused on travel solutions for HNW Indian professionals

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  Club Z Inc

  Aug 2016 - Sept 2021

  Director of Sales And Business Development

  Direct net new client acquisition and contract retention for private education services in Northern MD territory. - Managed 100+ client engagements annually, assessing objectives, rates, contracts, and specific needs (Asperger’s, Dyslexia, ADHD), and achieved an average of 80% success rate in converting prospecting meetings into contract sales. - Partnered with Managing Director and Assistant Director to develop marketing and sales strategy for the region.- Exceeded sales expectations by 125% and received the 2019 Best of Frederick Award for #1 Teaching Franchise. Show less

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  Musician

  Jul 2020 - now

  Founder/Lead Vocalist of “V”

  Frontman/Lead Vocalist of 5 piece rock/metal Veteran Advocacy band with military/patriotic theme in DMV Area Voted Top 5 Band In Frederick, MDAppearance: Fox 5 DC 9/11 Tribute EventThe FEW (June 2020 - January 2022)“V” (January 2022 - Present)

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  T•H•E Artist Agency

  Mar 2021 - now

  Professional Model

  T•H•E Artist Agency is a leading talent management group, representing the industry's most prestigious models, actors and stylists in fashion hubs across the globe. I work as a model (Indian ethnicity) in a variety of arenas including commercial print, editorials, and acting with the intent of promoting diversity. (Clients include: Stanley Black and Decker, Northern Virginia Magazine, Volkswagen etc)

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  Morgan Stanley

  Nov 2021 - Feb 2023

  Private Wealth Advisor

  © 2021 Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the designation(s) listed, go to http://advisor.morganstanley.com/the-meltzer-dunn-fakhoury-groupMorgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. Show less

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  Bernstein Private Wealth Management

  Feb 2023 - now

  Vice President, Private Wealth Management