AeroLeads people directory · profile
Josh Westfall Email & Phone Number
VP of Growth
at
Occams Elevate
1 work email found
@occamsadvisory.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Who is Josh Westfall? Overview
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Quick answer
Josh Westfall is listed as VP of Growth at Occams Elevate, based in Columbus, Ohio, United States. AeroLeads shows a work email signal at occamsadvisory.com and a matched LinkedIn profile for Josh Westfall.
Josh Westfall previously worked as Chief Revenue Officer - Tax Advisory at Occams Advisory and Vice President - Tax Advisory at Occams Advisory. Josh Westfall holds Scaling A Business: How To Build A Usd 1 Billion+ Unicorn from The Wharton School.
Company email context
Email format at Occams Elevate
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{first}.{last}@occamsadvisory.com
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AeroLeads found 1 current-domain work email signal for Josh Westfall. Compare company email patterns before reaching out.
Profile bio
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
Listed skills include Sales Process, Sales Strategy, Business Development, Sales, and 3 others.
Current workplace
Josh Westfall's current company
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11 roles
Josh Westfall work experience
A career timeline built from the work history available for this profile.
Chief Revenue Officer - Tax Advisory
CurrentOccams 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.
Nov 2022 - Present
Vice President - Tax Advisory
Jul 2022 - Nov 2022
Owner
Current
Westfall Consulting
Mar 2022 - Present
Senior Account Executive
Jun 2020 - Feb 2022
Director Of Enterprise Sales
Feb 2019 - Mar 2020
Enterprise Sales Lead
Feb 2018 - Feb 2019
Channel Sales Manager
Aug 2016 - Jan 2018
Sales Associate
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.
Nov 2015 - Jul 2016
Regional Sales Manager
Clientrax
Provided cutting edge technology for veterinary clincs. ClienTrax specializes in practice management software, digital imaging equipment, and complete technology solutions.
Jan 2014 - Oct 2015
Account Executive
I worked with C-suite executives at real estate management companies to provide property management and accounting SaaS solutions to help manage their portfolio.
Jun 2013 - Dec 2013
2 education records
Josh Westfall education
Scaling A Business: How To Build A Usd 1 Billion+ Unicorn
The Wharton School
History
The Ohio State University
FAQ
Frequently asked questions about Josh Westfall
Quick answers generated from the profile data available on this page.
What company does Josh Westfall work for?
Josh Westfall works for Occams Elevate.
What is Josh Westfall's role at Occams Elevate?
Josh Westfall is listed as VP of Growth at Occams Elevate.
What is Josh Westfall's email address?
AeroLeads has found 1 work email signal at @occamsadvisory.com for Josh Westfall at Occams Elevate.
Where is Josh Westfall based?
Josh Westfall is based in Columbus, Ohio, United States while working with Occams Elevate.
What companies has Josh Westfall worked for?
Josh Westfall has worked for Occams Elevate, Occams Advisory, Westfall Consulting, Clarus R+D, and Share.
How can I contact Josh Westfall?
You can use AeroLeads to view verified contact signals for Josh Westfall at Occams Elevate, including work email, phone, and LinkedIn data when available.
What schools did Josh Westfall attend?
Josh Westfall holds Scaling A Business: How To Build A Usd 1 Billion+ Unicorn from The Wharton School.
What skills is Josh Westfall known for?
Josh Westfall is listed with skills including Sales Process, Sales Strategy, Business Development, Sales, Account Management, Wholesale, and Sales Manager.
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