J. Randall Waterfield

Chairman & Chief Executive Officer at Waterfield Group

J. Randall Waterfield

J. Randall Waterfield

Chairman & Chief Executive Officer at Waterfield Group

Overview
Career Highlights

Waterfield Group
Affinity Financial Corp.
Cappello Waterfield & Co.

RelSci Relationships

605

Number of Boards

19

Birthday

1974

Age

46

Number of Awards

1

Relationships
RelSci Relationships are individuals J. Randall Waterfield likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Chairman & Chief Executive Officer at Waterfield Group

Relationship likelihood: Strong

Founder & Chief Investment Officer at Red Oak Partners LLC

Relationship likelihood: Strong

Chief Executive Officer at Asure Software, Inc.

Relationship likelihood: Strong

President & Chief Executive Officer at Waterfield Technologies, Inc.

Relationship likelihood: Strong

Chief Financial Officer at Waterfield Financial Services, Inc.

Relationship likelihood: Strong

Director, President & Chief Executive Officer at SMTC Corp.

Relationship likelihood: Strong

Chief Financial Officer & Head of Trading at Red Oak Capital Partners LLC

Relationship likelihood: Strong

Partner, Fenway Summer Ventures at PayJoy, Inc.

Relationship likelihood: Strong

Managing Director at Solebury Capital

Relationship likelihood: Strong

Executive Vice President, Corporate Development at EDC, LLC

Relationship likelihood: Strong

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J. Randall Waterfield
Chairman & Chief Executive Officer at Waterfield Group
Education
Graduate

The oldest corporation in the Western Hemisphere is the Harvard Corporation, known formally as the President and Fellows of Harvard College. It is the smaller of Harvard’s two governing boards; the other is the Board of Overseers. Following are the members of the Harvard Corporation.

Memberships
Member
Current

Mensa is the largest and oldest high IQ society in the world. It is a non-profit organization open to people who score at the 98th percentile or higher on a standardized, supervised IQ or other approved intelligence test. Mensa is formally composed of national groups and the umbrella organization Mensa International, with a registered office in Caythorpe, Lincolnshire, England.

Career History
Manager
1996 - 1999

Goldman, Sachs & Co. (GS&Co.), a limited partnership registered as a U.S. broker-dealer and futures commission merchant, together with its consolidated subsidiaries (collectively, the firm), is an indirectly wholly owned subsidiary of The Goldman Sachs Group, Inc. (Group Inc.), a Delaware corporation. The firm is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals.

Chairman & Chief Executive Officer
1999 - Current

Waterfield Group is a global investment banking, securities, and investment management company. It operates in three segments: Investment Banking, Trading & Principal Investments, and Asset Management Services. Waterfield prides itself on a culture built on over 80 years of customer-first service and ideology. Whether you are a corporate client, private banking client, investor, employee, or simply a friend, we put you first in every instance. Today’s Waterfield is much different than the Waterfield of 1928. Our investment banking, asset management, principle Investments and financial technology companies handle multi-billion dollar transactions for oftentimes millions of customers, but our culture is the same

Professional
Prior

FMR LLC (Fidelity Management and Research) or Fidelity Investments is an American multinational financial services corporation. It is one of the largest mutual fund and financial services groups in the world. Founded in 1946, the company has since served North American investors. Fidelity Ventures is its venture capital arm. Fidelity International Limited (FIL), was an international affiliate founded in 1969, serving most countries in the rest of the world. In September 2011, FIL was rebranded as 'Fidelity Worldwide Investment'. Fidelity Investments manages a large family of mutual funds provides fund distribution and investment advice services, as well as providing discount brokerage services, retirement services, wealth management, securities execution and clearance, life insurance and a number of other services.

Boards & Committees
Independent Director
2012 - Current

SMTC Corp. engages in the provision of end-to-end electronics manufacture services. It services include product design and engineering services, printed circuit board assembly, production, enclosure, cable assembly, precision metal fabrication, systems integration and comprehensive testing services, configuration to order, build to order, and direct order fulfillment. The company was founded in 1985 and is headquartered in San Jose, CA.

Independent Director
2011 - Current

Asure Software, Inc. engages in the provision of workforce management software solutions and services. It offers cloud-based software-as-a-service solutions under the AsureSpace and AsureForce brands. The company was founded in 1985 and is headquartered in Austin, TX.

Chairman
2000 - Current

Waterfield Technologies, Inc. is an enterprise software and professional services firm providing voice and mobility solutions to organizations. It offers integrated voice solutions that drive increased customer satisfaction and efficiency while reducing overall business expense. The company is headquartered in Tulsa, OK.

Member, International Board
2017 - 2018

YPO (Young Presidents’ Organization) connects people with successful young chief executives in a global network unlike any other. Founded in 1950 in New York City by a young president named Ray Hickok, the organization unites approximately 20,000 business leaders in more than 120 countries around a shared mission: Better Leaders Through Education and Idea Exchange. A great deal has changed since YPO’s founding but certain things have remained the same: the value of a peer network and trusted mentors, the importance of ongoing education, and the need for a “safe haven” where issues can be aired in an environment of confidentiality. Over the past six decades, YPO has maintained its core commitment to these ideals while embracing change with each successive generation of young business leaders.

Director
Prior

The Culver Educational Foundation provides educational services. It is an independent college preparatory boarding schools comprised of Culver Military Academy and Culver Girls Academy. The firm prepares individuals for college and the world beyond by encouraging them to develop interests and talents, while helping them to move beyond self-imposed limitations. The company was founded in 1894 and is headquartered in Culver, IN.

Non-Profit Donations & Grants

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$10K - $25K
2013

The Culver Educational Foundation provides educational services. It is an independent college preparatory boarding schools comprised of Culver Military Academy and Culver Girls Academy. The firm prepares individuals for college and the world beyond by encouraging them to develop interests and talents, while helping them to move beyond self-imposed limitations. The company was founded in 1894 and is headquartered in Culver, IN.

$10K - $25K
2012

The Culver Educational Foundation provides educational services. It is an independent college preparatory boarding schools comprised of Culver Military Academy and Culver Girls Academy. The firm prepares individuals for college and the world beyond by encouraging them to develop interests and talents, while helping them to move beyond self-imposed limitations. The company was founded in 1894 and is headquartered in Culver, IN.

Political Donations
$2,500
2012

Senator at Office of the Senator from Utah, Mitt Romney

$2,500
2011

Former Senator from Tennessee

$5,000
2011

Senator at Office of the Senator from Utah, Mitt Romney

Public Holdings
Restricted data only for RelSci Professional users.
Awards & Honors
CFA (Chartered Financial Analyst)
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