Rootvik Patel
Managing Director, Investments at Civitas Capital Group
- Role
- Managing Director, Investments at Civitas Capital Group
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Rootvik Patel
Analytical, diligent, and focused professional equipped with more than 15 years of experience in investment analysis and asset management. Skilled in executing sophisticated transactions, managing multi-million dollar investment portfolios, and maximizing investment returns through financial and operational analysis and controls. Extensive experience in all aspects of investment management from sourcing and analyzing deal flow to capital markets and deal structure to asset management.
Experience
Managing Director, Investments
Jan 2022 — Present · Dallas, TX, US
Education
Texas McCombs School of Business
B.B.A., Finance
SMU Cox School of Business
M.B.A., Finance & Financial Consulting
2005 — 2007
The University of Texas at Austin
Bachelor of Business Administration - BBA, Finance, General
Skills
- Investment Strategies
- Alternative Investments
- Private Equity
- Investment Management
- Financial Analysis
- Asset Allocation
- Mutual Funds
- Equity Research
- Equities
- Wealth Management
- Financial Modeling
- Portfolio Management
- Asset Management
- Investments
- Valuation
- Asset Managment
- Due Diligence
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