Harrison Wakefield, Cfa Email & Phone Number

Newport Beach, California, United States

Los Angeles, California, United States

Based in Los Angeles, Westmount Asset Management is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmount excels in identifying compelling alternative investment opportunities that complement more traditional asset classes. Coupled with personalized financial planning tools and strategies, Westmount clients benefit from our team’s depth of experience, conflict-free advice and 30-year investment track record. As one of LA’s oldest registered investment advisors, Westmount and its professionals have repeatedly been recognized in various local and national publications, including Barron’s, the Financial Times, InvestmentNews and more.

Greater Los Angeles Area

Lehi

•Spearheaded performance reporting, utilizing data integration to automate daily transaction reports reviewed by management. •Assisted in the creation of cash flow projection model used to support closing of $3 million in seed funding.

Salt Lake City

· Conducted research to support future cash flow projections for business development.· Researched potential investments based on financial profiles, market space, and geographies.

Greater Salt Lake City Area

· Evaluated companies by scoring business models, financials, and growth potential to determine their ability to secure venture capital investment backing.· Provided feedback on pitch decks and presentations for companies seeking venture capital opportunities.

Park City, Utah