Talk to sales Try for Free
Harrison Wakefield, CFA

Harrison Wakefield, CFA

Lead

Followers of Harrison Wakefield, CFA999 followers
location of Harrison Wakefield, CFANewport Beach, California, United States

Connect with Harrison Wakefield, CFA to Send Message

Connect

Connect with Harrison Wakefield, CFA to Send Message

Connect

  • Timeline

  • About me

    Product Strategy Senior Associate at PIMCO

  • Education

    • Occidental College

      2016 - 2020
      Bachelor of Arts - BA Economics

      Activities and Societies: Occidental College Blyth Fund - Director; Occidental College Student Athlete Advisory Committee - President; SCIAC Student Athlete Advisory Committee - Vice President; Economics Students Association - Marketing and Alumni Coordinator; Omicron Delta Epsilon (National Economics Honor Society); Occidental College Football - 2x Captain; Occidental College Rugby • Graduated Cum Laude with a BA with Honors and Distinction in Economics• 3x SCIAC Academic All-Conference Athlete• Received Honors for research thesis "Unemployment and Suicide"

  • Experience

    • Utah Olympic Park

      May 2016 - Aug 2017
      Lead

    • -APiO-

      May 2018 - May 2019
      Financial and Market Analyst

      •Spearheaded performance reporting, utilizing data integration to automate daily transaction reports reviewed by management. •Assisted in the creation of cash flow projection model used to support closing of $3 million in seed funding.

    • VentureCapital.org

      May 2018 - Jul 2018
      Investor Liason

      · Evaluated companies by scoring business models, financials, and growth potential to determine their ability to secure venture capital investment backing.· Provided feedback on pitch decks and presentations for companies seeking venture capital opportunities.

    • Black Cliffs Partners

      Jun 2018 - Aug 2018
      Private Equity Intern

      · Conducted research to support future cash flow projections for business development.· Researched potential investments based on financial profiles, market space, and geographies.

    • Westmount Asset Management

      Jun 2019 - Aug 2019
      Intern

    • Westmount Asset Management

      Jun 2020 - Feb 2022
      Associate

      Based in Los Angeles, Westmount Asset Management is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmount excels in identifying compelling alternative investment opportunities that complement more traditional asset classes. Coupled with personalized financial planning tools and strategies, Westmount clients benefit from our team’s depth of experience, conflict-free advice and 30-year investment track record. As one of LA’s oldest registered investment advisors, Westmount and its professionals have repeatedly been recognized in various local and national publications, including Barron’s, the Financial Times, InvestmentNews and more. Show less

    • PIMCO

      Mar 2022 - now

      • Product Strategy Senior Associate

        Jan 2024 - now

      • Product Strategy Associate

        Mar 2022 - Jan 2024

  • Licenses & Certifications

    • Chartered Financial Analyst® (CFA) Charterholder

      CFA Institute
      Jun 2023

    • Series 65

      FINRA
      Aug 2020

  • Honors & Awards

    • Awarded to Harrison Wakefield, CFA
      Trevor Moawad Leadership Award Occidental College Athletics Department May 2020 Former All-SCIAC Oxy men's soccer and basketball player Trevor Moawad '95 has risen to the top of the mental conditioning profession in the world of sports. The Trevor Moawad Leadership Award is given to the top male and female athletes, who make an exceptional commitment to making their teammates better both on and off the field.