Director
Current
Mar 2018 - Present
AeroLeads people directory · profile
Ashwin Kakani, Cfa Email & Phone Number
Director at KBW
at
KBW
1 work email found
@kbw.com
2 phones found area 415
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Director at KBW
Location
San Francisco, California, United States
Company size
Who is Ashwin Kakani, Cfa? Overview
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Quick answer
Ashwin Kakani, Cfa is listed as Director at KBW at KBW, a with 483 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at kbw.com, phone signal with area code 415, and a matched LinkedIn profile for Ashwin Kakani, Cfa.
Ashwin Kakani, Cfa previously worked as Director at Kbw and Vice President at Kbw. Ashwin Kakani, Cfa holds Msba, Finance from Auburn University.
Company email context
Email format at KBW
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*@kbw.com
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AeroLeads found 1 current-domain work email signal for Ashwin Kakani, Cfa. Compare company email patterns before reaching out.
Profile bio
About Ashwin Kakani, Cfa
Ashwin Kakani, Cfa is a Director at KBW at KBW. He possess expertise in financial modeling, valuation, finance, fixed income, portfolio management and 13 more skills. He is proficient in Hindi. Colleagues describe him as "Ashwin is one of the most focused and goal oriented people I personally know. He has in-depth knowledge in the fields of Finance and Information Technology which I have seen rarely in people. He is very keen in learning new technologies and also is very helpful as a co-worker. He was well known in several departments at Colonial Bank for his innovative ideas and just the amount of knowledge he has in a wide variety of areas. I highly recommend him."
Listed skills include Financial Modeling, Valuation, Finance, Fixed Income, and 14 others.
Current workplace
Ashwin Kakani, Cfa's current company
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11 roles
Ashwin Kakani, Cfa work experience
A career timeline built from the work history available for this profile.
Vice President
Current
Feb 2015 - Present
Director Of M&A And Corporate Development
Worked directly with CEO, President and COO in realizing the strategic vision of a private equity (lead investors include Goldman Sachs, FF&L and Oaktree Capital) backed bank through M&A and corporate development related activities. Responsibilities included target identification, acquisition analytics, due diligence, valuation, deal structuring, contract negotiation, the regulatory application process and post-close transaction tracking.
Aug 2012 - Feb 2015
Senior Analyst
• Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent transactions analysis and (iii) discounted cash flow (DCF) analysis• Modeled merger scenarios, with emphasis on pro forma financial statements, purchase price considerations, synergies, accretion/dilution and ratio analyses, among other concepts
Mar 2011 - Jun 2012
Vice President
Sunrise Securities
• Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent transactions analysis and (iii) discounted cash flow (DCF) analysis• Modeled merger scenarios, with emphasis on pro forma financial statements, purchase price considerations, synergies, accretion/dilution and ratio analyses, among other concepts
Nov 2009 - Mar 2011
Treasury Analyst, Avp
• Devised and analyzed strategies to maximize income and enhance net interest margin given risk constraints• Created, interpreted and analyzed analytics on $4.5B fixed income portfolio including monitoring of credit metrics• Designed, developed and implemented a proprietary relationship profitability model, which enabled loan officers to more effectively price loans leading to loan growth• Led interdepartmental team in creating secondary marketing desk for mortgage loans• Created financial models in MS Excel and MS Access to analyze loans and other financial transactions• Established and maintained relationships with investment banks, consulting firms and other institutions
Oct 2004 - Nov 2009
Financial Analyst
Performed monthly earnings forecast and detailed variance analysis of income statement and balance sheet for presentation to senior and executive management. Prepared comprehensive reports used in senior management decision-making process.
Oct 2003 - Oct 2004
Project Analyst
• Streamlined work procedures and surpassed set goals by closely working with senior management. Implemented successful automation of reconciliations process, which decreased the recurring payroll costs by $60k.
Jun 2003 - Oct 2003
Intern
Jun 2002 - May 2003
Assistant Manager (Finance)
Godavari Drugs Ltd
Jan 1999 - Dec 2000
Assistant Analyst
Modani Bros
Mar 1995 - Jul 1997
Team & coworkers
Colleagues at KBW
Other employees you can reach at kbw.com. View company contacts for 483 employees →
RG
Russell Gunther
Colleague at KbwNew York, United States
View →
SN
Syed Nooruddin
Colleague at KbwGulbarga, Karnataka, India
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ND
Neel Dalal
Colleague at KbwNew York City Metropolitan Area, United States
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QA
Qais Alqaisi
Colleague at KbwAmman, Jordan
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GH
Geraldine Hu
Colleague at KbwSingapore
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EO
Edward O'Brien
Colleague at KbwNew York City Metropolitan Area, United States
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MG
Michael Garea
Colleague at KbwUnited States
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JA
Jonathan Alt
Colleague at KbwChapel Hill, North Carolina, United States
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GS
Guy Stevens
Colleague at KbwGreater London, England, United Kingdom
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FS
Fisher Smith
Colleague at KbwNew York, United States
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Russell Gunther
Colleague at KbwNew York, United States
View →
SN
Syed Nooruddin
Colleague at KbwGulbarga, Karnataka, India
View →
ND
Neel Dalal
Colleague at KbwNew York City Metropolitan Area, United States
View →
QA
Qais Alqaisi
Colleague at KbwAmman, Jordan
View →
GH
Geraldine Hu
Colleague at KbwSingapore
View →
EO
Edward O'Brien
Colleague at KbwNew York City Metropolitan Area, United States
View →
MG
Michael Garea
Colleague at KbwUnited States
View →
JA
Jonathan Alt
Colleague at KbwChapel Hill, North Carolina, United States
View →
GS
Guy Stevens
Colleague at KbwGreater London, England, United Kingdom
View →
FS
Fisher Smith
Colleague at KbwNew York, United States
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2 education records
Ashwin Kakani, Cfa education
Msba, Finance
Mba, Finance
FAQ
Frequently asked questions about Ashwin Kakani, Cfa
Quick answers generated from the profile data available on this page.
What company does Ashwin Kakani, Cfa work for?
Ashwin Kakani, Cfa works for KBW.
What is Ashwin Kakani, Cfa's role at KBW?
Ashwin Kakani, Cfa is listed as Director at KBW at KBW.
What is Ashwin Kakani, Cfa's email address?
AeroLeads has found 1 work email signal at @kbw.com for Ashwin Kakani, Cfa at KBW.
What is Ashwin Kakani, Cfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 415 for Ashwin Kakani, Cfa at KBW.
Where is Ashwin Kakani, Cfa based?
Ashwin Kakani, Cfa is based in San Francisco, California, United States while working with KBW.
What companies has Ashwin Kakani, Cfa worked for?
Ashwin Kakani, Cfa has worked for Kbw, Americanwest Bank, Gleacher & Company, Sunrise Securities, and Colonial Bank.
Who are Ashwin Kakani, Cfa's colleagues at KBW?
Ashwin Kakani, Cfa's colleagues at KBW include Russell Gunther, Syed Nooruddin, Neel Dalal, Qais Alqaisi, and Geraldine Hu.
How can I contact Ashwin Kakani, Cfa?
You can use AeroLeads to view verified contact signals for Ashwin Kakani, Cfa at KBW, including work email, phone, and LinkedIn data when available.
What schools did Ashwin Kakani, Cfa attend?
Ashwin Kakani, Cfa holds Msba, Finance from Auburn University.
What skills is Ashwin Kakani, Cfa known for?
Ashwin Kakani, Cfa is listed with skills including Financial Modeling, Valuation, Finance, Fixed Income, Portfolio Management, Financial Analysis, Capital Markets, and Bloomberg.
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