Leland Westerfield

Director of Finance/CFO at VERADIGM INC.

57 year

Finance

Consumer Services

Technology Services

Profile

Leland Westerfield is Chief Financial & Accounting Officer at Veradigm, Inc. since 2023.
Former roles include Chief Financial Officer at Clearsense LLC from 2022 to 2023, Chief Financial Officer at Dstillery, Inc. from 2020 to 2022, Chief Financial Officer at Aetion, Inc. from 2019 to 2020, Vice Chairman & Chief Financial Officer at Uphold HQ, Inc. from 2016 to 2019, Managing Director at BMO Capital Markets Corp.
(Broker) from 2008 to 2010, Managing Director at Harris Nesbitt Gerard from 2004 to 2006, Analyst at Painewebber Group, Inc. from 1996 to 2004, Research Analyst at Jefferies LLC from 1993 to 1996, and Analyst at VSS Fund Management LLC from 1993 to 1996.
Other former positions include Managing Director at BMO Financial Group, Inc., Associate-Investment Banking at Hambrecht & Quist Group, Analyst at Time Warner, Inc., Research Analyst at UBS Securities LLC, Principal at UBS AG, Chief Financial Officer at Orchard Enterprises NY, Inc., and Chief Financial Officer at Appmobi inc.
Education includes an MBA from The Trustees of Columbia University in The City of New York, an undergraduate degree from Yale University, and an MBA from Columbia Business School.

Leland Westerfield active positions

Companies	Position	Start
VERADIGM INC.	Director of Finance/CFO	06/12/2023

All active positions of Leland Westerfield

Former positions of Leland Westerfield

Companies	Position	End
Clearsense LLC Clearsense LLC Packaged SoftwareTechnology Services Develops data maturity and optimize analytics tools to health care professional	Director of Finance/CFO	30/11/2023
Dstillery, Inc. Dstillery, Inc. Packaged SoftwareTechnology Services Develops cross-device audience targeting platform for brands	Director of Finance/CFO	31/03/2022
Aetion, Inc. Aetion, Inc. Packaged SoftwareTechnology Services Develops real-world evidence platform that helps in decision-making activities related to healthcare sector	Director of Finance/CFO	31/12/2019
Uphold HQ, Inc. Uphold HQ, Inc. Miscellaneous Commercial ServicesCommercial Services Provides payment and technology services	Director of Finance/CFO	31/12/2018
BMO Capital Markets Corp. (Broker) BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	29/11/2010

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Private companies

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Linked companies

Private companies	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 real-world evidence platform that helps in decision-making activities related to healthcare sector	Technology Services
Clearsense LLC Clearsense LLC Packaged SoftwareTechnology Services Develops data maturity and optimize analytics tools to health care professional	Technology Services