Kashish Bhatia Vice President

Irvine, CA   |   San Diego, CA   |   Tampa, FL

Kashish Bhatia

Education & Certification

  • Registered Investment Banking Representative (Series 79 and 63)

About Kashish

Kashish is a vice president at Ambrose Advisors. His primary responsibilities include capital raising, debt structuring, and execution of corporate finance transactions for Ambrose Advisors’ investment banking division. He has experience in a wide array of industries, including business services, consumer products, construction, energy, industrial products, manufacturing, distribution, government contracting, retail, restaurants, and technology, among others.

Prior to joining Ambrose, Kashish was a summer analyst at Houlihan Lokey in their Los Angeles office. While at Houlihan Lokey, Kashish worked on a number of transaction opinions, including: fairness opinions, solvency opinions, valuation opinions, and ERISA & ESOPs. He also provided support on mergers and acquisitions and other financial advisory services.

Kashish graduated Cum Laude from the University of California at Los Angeles with a B.A. in Economics. He is a Registered Investment Banking Representative (Series 79 and 63) through FINRA.

The Ambrose Team