Harold Westervelt Email & Phone Number

Frederick, Md, Us

Austin, Tx, Us

• Led company to 20% annual growth in ARR and achieved 99%+ customer retention rate at FileTrail.• Implemented financial reporting system, enhanced salesforce, and developed innovative products.• Successfully acquired two competitors, elevating market position and performance.• Sold to Litera at a premium to owners’ expectations.

• Led transformation of a stagnant company, achieving a 337% increase in Annual Recurring Revenue (ARR) and 175% growth in consulting revenue.• Enhanced operating margin from -9% to over 40% through strategic initiatives and team building.• Successfully launched a new and improved product version in 2021 after two years

Global, Us

• Managed large financial services accounts in the Banking and Capital Markets sector.• Collaborated with Tier-One firms to implement targeted special projects for revenue growth.• Utilized strong communication and negotiation skills to maintain client relationships and drive business success.

• Led the restructuring of a bankrupt company, buying out shareholders and raising capital.• Redesigned the firm's strategy, spearheading sales efforts for innovative solutions.• Developed an industry-leading blockchain solution, positioning INVeSHARE as a competitive player.• Successfully sold the business to Broadridge for $135M.

Consulting business providing strategic planning, project planning, and implementation for broker/dealers, fund boards, and asset management companies. Served as Principal Business Development role working on projects for major financial services firms. • Firm was purchased by DST Systems, I choose to join a Finix client, INVeSHARE.

Toronto, Ontario, Ca

Structured and built sales department including, hiring of sales staff, definition and implementation of sales processes, as well as, selecting and overseeing the subsequent deployment of CRM system. I was responsible for all P&L activities of the sales organization while defining and managing to the global sales strategy. As a member of the management team, work closely with product development, marketing and executive team on firm-wide decisions on daily operations, as well as, long-term strategy of the entire organization.

Us

I held various sales management positions primarily in the retail wealth management space but also managed teams in the other Thomson Financial (Thomson Reuters) business including asset management, trading and investment banking.

Mba, Finance

Bs, Business