Josh Westfall

Josh Westfall Email and Phone Number

VP of Growth @ Occams Elevate
Raleigh, NC, US
Josh Westfall's Location
Columbus, Ohio, United States, United States
Josh Westfall's Contact Details

Josh Westfall personal email

n/a
About Josh Westfall

Don’t miss your opportunity to claim the Employee Retention CreditAlmost every biz owner I speak with about this topic falls into one of these three categories:1. They were told they’re not eligible (because they didn't shut down or see a drop in revenue).2. They’ve already received some credit (and don’t realize they can qualify for more).3. They think it’s not real or too good to be true (it’s real).Nearly every single time, we are able to find some level of eligibility or additional eligibility.Our firm, Occams Advisory, has already helped claim over two hundred million in credits for small businesses. Many of our clients were told they didn't qualify and others self-disqualified. In both cases, they didn't get all the money they were eligible for.>> Feel free to connect with me here on LI, or you can always reach out via email if you need any help or have any questions.Josh.Westfall@occamsadvisory.com

Josh Westfall's Current Company Details
Occams Elevate

Occams Elevate

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VP of Growth
Raleigh, NC, US
Josh Westfall Work Experience Details
  • Occams Elevate
    Vp Of Growth
    Occams Elevate
    Raleigh, Nc, Us
    View
  • Occams Advisory
    Chief Revenue Officer - Tax Advisory
    Occams Advisory Nov 2022 - Present
    Sarasota, Florida, Us
    Occams Advisory is the premier, full-service advisory firm for small and medium business clients focused on tax planning and advisory.We help entrepreneurs make sense of all aspects of their business by providing clarity out of complexity through proven, customized, and integrated solutions that drive long-term, sustainable growth. Our mission is to fulfill an unmet need – the need for small businesses to have access to an affordable, one-stop shop for strategic advisory and functional services. We combine Fortune 500 expertise, our own entrepreneurial experience, and a global, diverse perspective to deliver world-class advisory services to small businesses through our philosophical three-pillars.
    View
  • Occams Advisory
    Vice President - Tax Advisory
    Occams Advisory Jul 2022 - Nov 2022
    Sarasota, Florida, Us
    View
  • Westfall Consulting
    Owner
    Westfall Consulting Mar 2022 - Present
  • Clarus R+D
    Senior Account Executive
    Clarus R+D Jun 2020 - Feb 2022
    Columbus, Ohio, Us
    View
  • Share
    Director Of Enterprise Sales
    Share Feb 2019 - Mar 2020
    Columbus, Ohio, Us
    View
  • Chariot
    Enterprise Sales Lead
    Chariot Feb 2018 - Feb 2019
    San Francisco, Ca, Us
    View
  • Medlink Imaging, Llc.
    Channel Sales Manager
    Medlink Imaging, Llc. Aug 2016 - Jan 2018
    Pine Brook, New Jersey, Us
    View
  • Toppan Merrill
    Sales Associate
    Toppan Merrill Nov 2015 - Jul 2016
    New York, New York, Us
    Merrill Corporation provides services for capital market transactions (IPOs, M&A, secondary equity and debt offerings, reorganizations and bankruptcies), virtual deal rooms for secure content sharing, regulatory disclosure with the Securities Exchange Commission (SEC), and regulated communications solutions for the healthcare and mutual fund markets.I work directly with public and private corporations, investment banking firms, PE/VC firms, law firms, and accounting firms.
    View
  • Clientrax
    Regional Sales Manager
    Clientrax Jan 2014 - Oct 2015
    Provided cutting edge technology for veterinary clincs. ClienTrax specializes in practice management software, digital imaging equipment, and complete technology solutions.
  • Mri Software Llc
    Account Executive
    Mri Software Llc Jun 2013 - Dec 2013
    Solon, Oh, Us
    I worked with C-suite executives at real estate management companies to provide property management and accounting SaaS solutions to help manage their portfolio.
    View

Josh Westfall Skills

Sales Process Sales Strategy Business Development Sales Account Management Wholesale Sales Manager

Josh Westfall Education Details

  • The Wharton School
    The Wharton School
    Scaling A Business: How To Build A Usd 1 Billion+ Unicorn
  • The Ohio State University
    The Ohio State University
    History

Frequently Asked Questions about Josh Westfall

What company does Josh Westfall work for?

Josh Westfall works for Occams Elevate

What is Josh Westfall's role at the current company?

Josh Westfall's current role is VP of Growth.

What is Josh Westfall's email address?

Josh Westfall's email address is jw****@****srd.com

What schools did Josh Westfall attend?

Josh Westfall attended The Wharton School, The Ohio State University.

What skills is Josh Westfall known for?

Josh Westfall has skills like Sales Process, Sales Strategy, Business Development, Sales, Account Management, Wholesale, Sales Manager.

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