Mark Westfall Email & Phone Number

Bozeman, MT, US

Mountain Ascent Advisors acts as a trusted advisor helping businesses navigate financial planning, organizational strategy and design, capital structuring, and mergers & acquisitions.

Missoula, Montana, US

Spokane, WA, US

Each year, I mentor a participant in Gonzaga’s professional leadership development program - Certificate of Foundational Leadership.

In this role, I was responsible for oversight of customer engagement and business development, finance and accounting (including budgeting, cash flow modeling, and overall financial management), human resources, technology, strategic and business planning, internal product development, vendor management and negotiations, regulatory compliance, and payer.

Greenwood Village, CO, US

As the Manager of Association Reviews, I managed the team that performs independent credit reviews and provides loan review oversight for CoBank's 26 affiliated lending associations (banks), totaling approximately $65 billion in assets.

Spokane, Washington, US

Spearheaded and led an enterprise-wide Salesforce implementation that included replacing the bank-wide loan origination system. Stood up and chaired the Executive Strategy Committee (which included representation from every functional area of the bank); was responsible for third party strategic relationships and partnerships; designed and oversaw the.

Spokane, Washington, US

In this role, I oversaw lending for Western Oregon, leading a team of 14 Relationship Managers (Corporate, Commercial, and Home Lenders) with a combined portfolio of roughly $1 billion in assets. During my time in this role, my division had the largest increase in Gallup engagement scores across the organization, and we reversed a declining portfolio trend.

Spokane, Washington, US

Managed $1 billion portfolio of purchased and sold participations and syndications and developed new financing opportunities with Farm Credit aand commercial banking institutions across the country. Indistries primarily consisted of agricultural processing and production, and rural infrastructure (telecommunications, energy, and healthcare).

In this role, I helped to syndicate agent and member financings for some of CoBank’s largest and most complex borrowers in Corporate Finance, Project Finance, and Rural Infrastructure (Ranging $50MM - $1B). I actively developed investor relationships across commercial banking and farm credit sectors and managed investor groups of 30 syndicated and.

During my time as a Communications Banking Group Senior Credit Analyst, I supported a portfolio of 37 telecommunications companies through complex financial analysis, modeling long term projections, and effectively collaborating with all stakeholders. Additionally, I would value public and private companies by employing discounted cash flow methodologies.

I assisted with organizational structure development, systems creation and implementation for Board reporting, financial reporting and record keeping, asset / liability management, and bank investment strategy.

I performed complex financial and interpretive analysis of various types of commercial credit across industries including real estate, manufacturing, wholesaling, and financial servicesI also created, implemented, and maintained a Loan Portfolio Stress-testing System, an OREO Reporting System, and a Commercial Real Estate Risk Exposure System and annually.

Arlington, VA, US

Leading Change In Complex Organizations

Business Dynamics: Mit'S Approach To Diagnosing And Solving Complex Business Problems

Emerging Leaders Program

Business Administration, Leadership, Finance, Marketing, & Accounting