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Aditi Bhatia
VP, Operations & Finance at Capitalize
Aditi Bhatia is the VP of Operations & Finance at Capitalize, a fintech company that helps people digitally locate and transfer their old 401(k) accounts.23 She has a strong educational background and extensive experience in finance and investments.
Education
- Master of Business Administration (MBA) from Columbia Business School (2017-2019)1
- Bachelor of Arts in Business, Entrepreneurship and Organizations from Brown University (2009-2013)1
Professional Experience
- VP, Operations & Finance at Capitalize (current role)
- Former Chief of Staff at Capitalize12
- Former Investments Lead and Investment Analyst at Otis
- Summer Senior Associate in Private Equity at The Blackstone Group (2018)
- Senior Associate and Associate in the Investment Group at Temasek (2015-2018)
- Investment Banking Analyst at Credit Suisse (2013)
Aditi Bhatia is known for her expertise in finance, investments, and operations. At Capitalize, she plays a key role in a company that is modernizing the 401(k) rollover process and helping Americans better save for retirement.3 Her LinkedIn username is aditisbhatia, as mentioned in the query.
Highlights
Capitalize is #hiring a Senior Manager to join our Growth Marketing team and lead our influencer and affiliate marketing programs! As someone who has worked closely with our Growth Marketing team over the last 1.5 years, I can vouch for the fact that this person will:
- Work towards an incredibly important and fulfilling mission of making it easier for Americans to take control of their finances and retire with dignity.
- Work closely with the incredible Mary Rykaczewski and Stang Gappa - they are among the sharpest and most knowledgeable marketers I know, and more importantly are kind and fun teammates you'll enjoy collaborating with and learning from :)
- Have a meaningful impact on the growth of our business.
I'd love to connect with talented folks in the NY area who might be a good fit!
Excited to share Capitalize's Series A announcement! I'm proud to be a part of this talented, mission-driven team as we work to make it easier to save for retirement.
Our first product helps people digitally locate their old 401k accounts and consolidate them into a new account at any financial institution. If you have a legacy 401k from a previous employer, check out our platform to have that taken care of without the hassle of paperwork, phone calls, and faxes.
We're also hiring across multiple roles - if our mission resonates, we'd love to meet you!
