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Jeffrey Westphal
Corporate Officer/Principal presso
Institute for Professionals in Taxation
Patrimonio netto: 22 M $ in data 31/08/2026
Profilo
Jeffrey R. Westphal è nel consiglio di Vertex, Inc. (ex presidente) e membro di The Conference Board, Inc., membro della World Presidents' Organization e membro dell'Institute for Professionals in Taxation. In precedenza ha ricoperto la posizione di presidente per Open Connections, Inc. Jeffrey R. Westphal si è laureato presso l'Università di Richmond.
Partecipazioni note in società pubbliche
| Società | Data | Numero di azioni | Valutazione | Data di valutazione |
|---|---|---|---|---|
VERTEX, INC. 1,49% | 15/04/2026 | 1.513.927 ( 1,49% ) | 21 M $ | 31/08/2026 |
VERTEX, INC. CLASS A 0,01% | 15/04/2026 | 7.895 ( 0,01% ) | 111 793 $ | 31/08/2026 |
Posizioni attive di Jeffrey Westphal
| Società | Posizione | Inizio |
|---|---|---|
Institute for Professionals in Taxation
 Institute for Professionals in Taxation Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization that provides education services | Corporate Officer/Principal | - |
World Presidents' Organization | Corporate Officer/Principal | - |
The Conference Board, Inc.
 The Conference Board, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Corporate Officer/Principal | - |
Precedenti posizioni note di Jeffrey Westphal
| Società | Posizione | Fine |
|---|---|---|
Open Connections, Inc.
 Open Connections, Inc. Movies/EntertainmentConsumer Services Open Connections, Inc. is an educational organization and intentional learning community serving youth ages 4 to 18 and their families. The private company is based in Newtown Square. It emphasizes a self-directed, process-conscious approach to education that nurtures curiosity and fosters connections to self, others, and learning. The organization collaborates with families through a partnership education model to provide exposure, experiences, and community, aiming to develop communicators with creative and critical thinking skills. Programs run from September to June and include age-specific groups such as the Open Program (ages 4–10), Group Programs (ages 7–18), and Explorations Programs (ages 9–18), focusing on exploration, play, and personalized learning. Staff and facilitators are trained in the Open Connections philosophy, with lead facilitators guiding each program and supporting families. Open Connections also operates Camp OC, a summer camp offering natural learning experiences and outdoor activities for youth aged 5 to 14 during two sessions in June. The organization maintains communication through newsletters, a magazine, and social media, and offers financial aid based on need. | Presidente | - |
| VERTEX, INC. | Amministratore Delegato | 01/11/2016 |
Formazione di Jeffrey Westphal
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
93
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Vertex, Inc.
 Vertex, Inc. Packaged SoftwareTechnology Services Provides tax compliance software solutions | Technology Services |
University of Richmond
 University of Richmond Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Conference Board, Inc.
The Conference Board, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Commercial Services |
World Presidents' Organization | |
Institute for Professionals in Taxation
Institute for Professionals in Taxation Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization that provides education services | Commercial Services |
Open Connections, Inc.
Open Connections, Inc. Movies/EntertainmentConsumer Services Open Connections, Inc. is an educational organization and intentional learning community serving youth ages 4 to 18 and their families. The private company is based in Newtown Square. It emphasizes a self-directed, process-conscious approach to education that nurtures curiosity and fosters connections to self, others, and learning. The organization collaborates with families through a partnership education model to provide exposure, experiences, and community, aiming to develop communicators with creative and critical thinking skills. Programs run from September to June and include age-specific groups such as the Open Program (ages 4–10), Group Programs (ages 7–18), and Explorations Programs (ages 9–18), focusing on exploration, play, and personalized learning. Staff and facilitators are trained in the Open Connections philosophy, with lead facilitators guiding each program and supporting families. Open Connections also operates Camp OC, a summer camp offering natural learning experiences and outdoor activities for youth aged 5 to 14 during two sessions in June. The organization maintains communication through newsletters, a magazine, and social media, and offers financial aid based on need. | Consumer Services |
