Csa Asset Management
Current
Jul 2023 - Present
AeroLeads people directory · profile
Jack Westfall Email & Phone Number
Client Service Associate (Asset Management) - Davenport & Company
at
Davenport & Company LLC
1 work email found
@truist.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Client Service Associate (Asset Management) - Davenport & Company
Location
Richmond, Virginia, United States
Company size
Who is Jack Westfall? Overview
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Quick answer
Jack Westfall is listed as Client Service Associate (Asset Management) - Davenport & Company at Davenport & Company LLC, a with 313 employees, based in Richmond, Virginia, United States. AeroLeads shows a work email signal at truist.com and a matched LinkedIn profile for Jack Westfall.
Jack Westfall previously worked as CSA Asset Management at Davenport & Company Llc and Intern at Truist. Jack Westfall holds Economics, Business/Managerial Economics from The University Of The South.
Company email context
Email format at Davenport & Company LLC
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{first}.{last}@truist.com
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AeroLeads found 1 current-domain work email signal for Jack Westfall. Compare company email patterns before reaching out.
Profile bio
About Jack Westfall
Jack Westfall is a Client Service Associate (Asset Management) - Davenport & Company at Davenport & Company LLC.
Current workplace
Jack Westfall's current company
Company context helps verify the profile and gives searchers a useful next step.
Davenport & Company Llc
6 roles
Jack Westfall work experience
A career timeline built from the work history available for this profile.
Intern
Foundations and Endowments Specialty Practice (FESP) summer intern. FESP manages over $15 billion in AUM for strictly Not for Profits Institutional clients providing customized investment management (OCIO), administration services, custody, etc. Responsible for preparing client performance data for monthly presentations. Assisted with portfolio construction of sample portfolios for an RFP, performed Monti Carlo simulations, and other performance analytics. Attended team meetings, strategy calls and met with investment managers. Conducted a presentation on the use of Liquid Alternatives in portfolios and proposing pair trades based on various risk statistics and volatility metrics.
Jul 2022 - Aug 2022
Social Media Manager
Rondevoo Llc
Rondevoo provides a social media platform for high-profile clients to arrange video calls. Managed recruitment of student athletes to monetize their name and likeness provided under new NCAA regulations. Signed 20 NCAA athletes as clients.
Jun 2021 - Aug 2021
Jun 2021 - Aug 2021
Refurbish Associate
Recommissioned student PCs for the Richmond/Metro Area public school system. Completed inspections and procedures on incoming PCs to identify problems and provide optimal resolutions.
Jun 2020 - Aug 2020
Refurbish Associate
Recommissioned student PCs for the Richmond/Metro Area public school system. Completed inspections and procedures on incoming PCs to identify problems and provide optimal resolutions.
Jun 2019 - Aug 2019
Team & coworkers
Colleagues at Davenport & Company LLC
Other employees you can reach at investdavenport.com. View company contacts for 313 employees →
ML
Miller Levitt
Colleague at Davenport & Company LlcAtlanta, Georgia, United States
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AC
Annie C.
Colleague at Davenport & Company LlcGreater Richmond Region, United States
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GB
Gregor Bates
Colleague at Davenport & Company LlcUnited States
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BZ
Bucci Zeugner
Colleague at Davenport & Company LlcRichmond, Virginia, United States
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DD
David Dry
Colleague at Davenport & Company LlcWilliamsburg, Virginia, United States
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MC
Merrill Cann
Colleague at Davenport & Company LlcGreater Richmond Region, United States
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BM
Brian Mathis
Colleague at Davenport & Company LlcSanford, North Carolina, United States
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DP
David Pierce
Colleague at Davenport & Company LlcFredericksburg, Virginia, United States
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JM
John Marks
Colleague at Davenport & Company LlcCharlottesville, Virginia, United States
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CP
Chris Pearson
Colleague at Davenport & Company LlcGreater Richmond Region, United States
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Miller Levitt
Colleague at Davenport & Company LlcAtlanta, Georgia, United States
View →
AC
Annie C.
Colleague at Davenport & Company LlcGreater Richmond Region, United States
View →
GB
Gregor Bates
Colleague at Davenport & Company LlcUnited States
View →
BZ
Bucci Zeugner
Colleague at Davenport & Company LlcRichmond, Virginia, United States
View →
DD
David Dry
Colleague at Davenport & Company LlcWilliamsburg, Virginia, United States
View →
MC
Merrill Cann
Colleague at Davenport & Company LlcGreater Richmond Region, United States
View →
BM
Brian Mathis
Colleague at Davenport & Company LlcSanford, North Carolina, United States
View →
DP
David Pierce
Colleague at Davenport & Company LlcFredericksburg, Virginia, United States
View →
JM
John Marks
Colleague at Davenport & Company LlcCharlottesville, Virginia, United States
View →
CP
Chris Pearson
Colleague at Davenport & Company LlcGreater Richmond Region, United States
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2 education records
Jack Westfall education
Economics, Business/Managerial Economics
High School Diploma
FAQ
Frequently asked questions about Jack Westfall
Quick answers generated from the profile data available on this page.
What company does Jack Westfall work for?
Jack Westfall works for Davenport & Company LLC.
What is Jack Westfall's role at Davenport & Company LLC?
Jack Westfall is listed as Client Service Associate (Asset Management) - Davenport & Company at Davenport & Company LLC.
What is Jack Westfall's email address?
AeroLeads has found 1 work email signal at @truist.com for Jack Westfall at Davenport & Company LLC.
Where is Jack Westfall based?
Jack Westfall is based in Richmond, Virginia, United States while working with Davenport & Company LLC.
What companies has Jack Westfall worked for?
Jack Westfall has worked for Davenport & Company Llc, Truist, Rondevoo Llc, Parking Management Company, and Technology Integration Group.
Who are Jack Westfall's colleagues at Davenport & Company LLC?
Jack Westfall's colleagues at Davenport & Company LLC include Miller Levitt, Annie C., Gregor Bates, Bucci Zeugner, and David Dry.
How can I contact Jack Westfall?
You can use AeroLeads to view verified contact signals for Jack Westfall at Davenport & Company LLC, including work email, phone, and LinkedIn data when available.
What schools did Jack Westfall attend?
Jack Westfall holds Economics, Business/Managerial Economics from The University Of The South.
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