Vishal Bhatia
About Vishal Bhatia
Vishal Bhatia is a Senior Account Manager in Private Equity with over 12 years of experience in customer success and wealth management across four countries. He has held various roles in prominent financial institutions and is currently employed at Carta, while also pursuing continuing studies at Stanford University.
Current Role at Carta
Vishal Bhatia serves as a Senior Account Manager in Private Equity at Carta, a position he has held since 2022. In this role, he focuses on delivering value to private equity firms by enhancing their equity administration, compliance, and reporting processes. His expertise in customer success and wealth management allows him to effectively manage client relationships and drive positive outcomes.
Previous Experience in Financial Services
Vishal Bhatia has over 12 years of experience in the financial services sector, having worked in various capacities across four countries. He held positions at J.P. Morgan as a Summer Associate in 2014, Northern Trust as an Investment Analyst from 2011 to 2013, and PitchBook Data in multiple roles from 2019 to 2022. His experience includes customer success management and investment analysis, contributing to his comprehensive understanding of the industry.
Educational Background
Vishal Bhatia has a strong educational foundation in economics and finance. He studied Quantitative Economics and World Finance at the University of Illinois Urbana-Champaign from 2007 to 2009. He later earned two Master of Business Administration (MBA) degrees: one from New York University in International Finance in 2014, and another from the National University of Singapore in Strategy and Finance from 2013 to 2015. Additionally, he is currently pursuing Continuing Studies at Stanford University since 2023.
Skills and Specializations
Vishal Bhatia specializes in several key areas including client onboarding, churn management, and manufacturing process improvement. His problem-solving skills are complemented by his passion for applying emotional intelligence to foster trust and rapport with clients and colleagues. This combination of skills enhances his ability to drive customer success and operational efficiency.
Commitment to Professional Development
Vishal Bhatia is committed to continuous learning and professional development. His current studies at Stanford University reflect his dedication to expanding his knowledge and skills in the field. He aims to be a contrarian thinker, exploring the underlying motivations behind human behavior to drive positive change within organizations.