Lee Westerfield

Lee Westerfield is a highly experienced finance professional, known for his leadership roles in various technology and finance companies.

He holds a BA degree from Yale University and an MBA from Columbia Business School, showcasing his strong educational background.

Westerfield has served in key positions such as CFO, Strategic Financial Advisor, and Executive Director in renowned organizations across sectors like HealthTech, FinTech, AdTech, eCommerce, and PaaS.

His impressive career includes leadership roles at companies like Veradigm®, Clearsense, Dstillery, Aetion, Uphold Inc., Ashford.com, Dreamworks NOVA, The Orchard, appMobi, and Korrect Music Software.

Additionally, he has held significant positions in reputable financial institutions like BMO Capital Markets, Jefferies LLC, UBS, and Time Warner Inc., where he contributed to internet, media, and digital media sectors.

Westerfield's diverse experience spans across managing director roles in investment banking, equity research, and leadership positions with expertise in finance and technology domains.

Throughout his career, he has showcased his proficiency in financial management, strategic planning, and executive decision-making, making him a well-rounded professional with a vast array of skills and knowledge.