Contact
Education & Certification
- UC Berkley
- Registered Investment Banking Representative (Series 79 and 63)
About Jason
Jason serves as Vice President at Ambrose Advisors, bringing over a decade of experience in ESOP, mergers & acquisitions, corporate finance, valuation, corporate strategy, and financial consulting. His primary responsibilities include managing and executing ESOP and M&A transactions and facilitating capital-raising activities.
Before his tenure at Ambrose, Jason was an analyst at Eureka Capital Partners, a middle-market investment bank, where he played a key role in M&A transactions and business valuations. Earlier in his career, he contributed his engineering expertise to CBRITE, Inc., a tech start-up co-founded by Nobel Laureate Alan Heeger.
Jason graduated Cum Laude from University of California, Berkeley. He is a Registered Investment Banking Representative (Series 79 and 63) through FINRA.