![Leland Westerfield](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Leland Westerfield
Keine laufenden Positionen mehr
Vermögen: 505 372 $ am 31.08.2026
Profil
Leland Westerfield formerly worked at Uphold HQ, Inc., as Vice Chairman & Chief Financial Officer from 2016 to 2019, Harris Nesbitt Gerard, as Managing Director from 2004 to 2006, BMO Financial Group, Inc., as Managing Director, BMO Capital Markets Corp.
(Broker), as Managing Director from 2008 to 2010, Hambrecht & Quist Group, as Associate-Investment Banking, Time Warner, Inc., as Analyst, UBS Securities LLC, as Research Analyst, UBS AG, as Principal, VSS Fund Management LLC, as Analyst from 1993 to 1996, Dstillery, Inc., as Chief Financial Officer from 2020 to 2022, Aetion, Inc., as Chief Financial Officer from 2019 to 2020, Clearsense LLC, as Chief Financial Officer from 2022 to 2023, Jefferies LLC, as Research Analyst from 1993 to 1996, Painewebber Group, Inc., as Analyst from 1996 to 2004, Orchard Enterprises NY, Inc., as Chief Financial Officer, Appmobi inc, as Chief Financial Officer, and Veradigm, Inc., as Chief Financial & Accounting Officer from 2023 to 2026.
Mr. Westerfield received his Masters Business Admin degree from The Trustees of Columbia University in The City of New York, undergraduate degree from Yale University, and Masters Business Admin degree from Columbia Business School.
Bekannte Unternehmensbeteiligungen
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
VERADIGM INC. 0.1% | 12.05.2026 | 105’264 ( 0.1% ) | 505 372 $ | 31.08.2026 |
Ehemalige bekannte Positionen von Leland Westerfield
| Unternehmen | Position | Ende |
|---|---|---|
| VERADIGM INC. | Finanzdirektor/CFO | 11.05.2026 |
Clearsense LLC
 Clearsense LLC Packaged SoftwareTechnology Services Develops data maturity and optimize analytics tools to health care professional | Finanzdirektor/CFO | 01.12.2023 |
Dstillery, Inc.
 Dstillery, Inc. Packaged SoftwareTechnology Services Develops cross-device audience targeting platform for brands | Finanzdirektor/CFO | 01.04.2022 |
Aetion, Inc.
 Aetion, Inc. Packaged SoftwareTechnology Services Develops data collaboration, retrieval and privacy-preserving record linkage platform for healthcare industry | Finanzdirektor/CFO | 01.01.2020 |
Uphold HQ, Inc.
 Uphold HQ, Inc. Miscellaneous Commercial ServicesCommercial Services Provides payment and technology services | Finanzdirektor/CFO | 01.01.2019 |
Ausbildung von Leland Westerfield
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
97
Beziehungen ersten Grades
20
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 20 |
|---|---|
Hambrecht & Quist Group, Inc.
 Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Operates as a holding investment bank and provides securities brokerage services | Finance |
Time Warner, Inc.
 Time Warner, Inc. Movies/EntertainmentConsumer Services Provides cable network, filmed entertainment and publishing services | Consumer Services |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
UBS AG
 UBS AG Investment ManagersFinance Provides financial advice and wealth management services | Finance |
VSS Fund Management LLC
 VSS Fund Management LLC Investment ManagersFinance VSS Capital Partners invests in lower-middle market companies located in North America with an EBITDA of USD 3 - 15 million. The firm focuses on companies operating in the fields of healthcare, business services and education sectors. It provides financing in the form of debt, equity and mezzanine for growth, add-on acquisitions, recapitalizations and buyout stage capital requirements with an investment size of USD 20-50 million. The firm acquires controlling and non controlling interest. | Finance |
Dstillery, Inc.
Dstillery, Inc. Packaged SoftwareTechnology Services Develops cross-device audience targeting platform for brands | Technology Services |
Uphold HQ, Inc.
Uphold HQ, Inc. Miscellaneous Commercial ServicesCommercial Services Provides payment and technology services | Commercial Services |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harris Nesbitt Gerard
 Harris Nesbitt Gerard Investment Banks/BrokersFinance Founded in 1989, Harris Nesbitt Gerard, formerly Gerard Klauer Mattison, is an investment bank and broker/dealer located in New York City with additional offices in Boston, Chicago and San Francisco. The firm is a division of BMO Capital Markets (United States) and their ultimate parent is the Bank of Montreal (NYSE, TSX: BMO). Their services include US equity research, sales and trading, equity and debt underwriting, corporate lending/project financing, M&A advisory services, merchant banking and cash management services. Harris Nesbitt Gerard's research focuses on the consumer, healthcare and technology sectors. | Finance |
Painewebber Group, Inc.
 Painewebber Group, Inc. Investment Banks/BrokersFinance Provides services in connection with the purchase and sale of securities, and option contracts | Finance |
BMO Financial Group, Inc.
 BMO Financial Group, Inc. Investment Banks/BrokersFinance Provides fund management services | Finance |
Yale University
 Yale University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BMO Capital Markets Corp. (Broker)
 BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Orchard Enterprises NY, Inc.
 Orchard Enterprises NY, Inc. Movies/EntertainmentConsumer Services Operates as a music label, distributor and digital intelligence company | Consumer Services |
Veradigm, Inc.
 Veradigm, Inc. Packaged SoftwareTechnology Services Develops patient engagement software for healthcare organizations | Technology Services |
Appmobi inc
 Appmobi inc Information Technology ServicesTechnology Services Operates as a real-time IoT threat detection and remediation platform | Technology Services |
Columbia Business School
 Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aetion, Inc.
Aetion, Inc. Packaged SoftwareTechnology Services Develops data collaboration, retrieval and privacy-preserving record linkage platform for healthcare industry | Technology Services |
Clearsense LLC
Clearsense LLC Packaged SoftwareTechnology Services Develops data maturity and optimize analytics tools to health care professional | Technology Services |
