Waterfield Financial Employee Directory

Investment ManagementIndiana, United States11-50 Employees

Waterfield(tm) is a diversified global holding company serving over 300 organizations, including over 30 Fortune 500 companies, from offices in New York, Los Angeles, San Francisco, Miami, Boston, Indiana, Oklahoma, Minneapolis, and London. Waterfield operates in the following industries: Banking, Finance, Insurance, Consulting, Defense, Security, Agriculture, Technology, Energy, Hospitality, and Real Estate. For more information about Waterfield, please visit www.waterfield.com.
 
THE WATERFIELD WAY(tm)
 
Waterfield enterprises conduct business according to The Waterfield Way, a time honored cultural tradition we believe has been the foundation of our success: 1. We have high ethical standards. Our reputation is everything. We take it seriously. 2. We start with good people. We interview thoroughly and only add to our team after thoughtful examination. 3. We strive for excellence. No employee is satisfied with average work. 4. We focus. When we take on a project, we see it through. 5. We prioritize our customers. We do the research required to find the best value for our customers, and we go above and beyond when it comes to service. 6. We prioritize our shareholders. We manage our business to create shareholder value. 7. We prioritize our employees. We manage our business to create meaningful lifestyles. 8. We take pride in our work. Every product we offer improves society. 9. We work smart and we work hard. We prioritize and we pay attention to detail. 10. We are proactive. We work, every day, to get a little bit better. 11. We exceed expectations. 12. We are honest with ourselves. We quantify, measure, track, and evaluate constantly. We search for our weaknesses in a tireless fashion, confront them, and take action to fix them immediately.

Find Waterfield Financial employees' phone numbers or email addresses

Waterfield Financial Global Highlights

Location
Employees

North America
88

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  • United States Of America
    88

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Waterfield Financial's Leadership

  • Stylized image of a person
    S. K.
    Chief Executive Officer
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  • Stylized image of a person
    H. B.
    Vice President & Chief Of Staff
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  • Stylized image of a person
    H. B.
    Vice President And Chief Of Staff
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    R. R. W.
    Chairman & Ceo
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    J. R. W.
    Chairman
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    K. O.
    Owner
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    R. H.
    Business Analyst And Project Manager
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    C. D.
    Senior Loan Officer
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Waterfield Financial Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Business
  • Entrepreneurship
  • Administrative
  • Analytics
  • Other

Contact profiles from Waterfield Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. M.
    Phone icon
    UNITED STATES
    Apr 22, 2024
  • Stylized image of a person
    P. K.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    R. W.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    S. N.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    S. W.
    Phone icon
    UNITED STATES
    Apr 05, 2023
  • Stylized image of a person
    S. T.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    T. B.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    T. Z.
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Waterfield Financial known for?

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Waterfield Financial was founded in 1928 operates in the Investment Management industry. The company's main headquarters is located in 184 North Main Street Roanoke, Indiana 46783 United States; you can contact the main corporate office by phone at . Explore Waterfield Financial's company overview page for more information.

What is Waterfield Financial's most common email format?

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Waterfield Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Waterfield Financial email formats with LeadIQ.

How many employees does Waterfield Financial have currently?

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Waterfield Financial has approximately 15 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Waterfield Financial's key employees and leadership?

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As of February 2026, Waterfield Financial's key employees include:

  • Chief Executive Officer: S. K.
  • Vice President & Chief Of Staff: H. B.
  • Vice President And Chief Of Staff: H. B.
  • Chairman & Ceo: R. R. W.
  • Chairman: J. R. W.

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