🦊/People

Jeff Erickson

Investor

Investor at Holt Xchange

Toronto, Ontario, Canada

Find your path to Jeff

303 people in our graph share verified history with Jeff — schools, employers, funds. One of them is your warm intro.

ØysteinunlockedJeff: together at Ivey Business School at Western University (2014–2015)
×3Jeff: together at Ivey Business School at Western University
×5Jeff: together at University of Manitoba
×3Jeff: together at Chartered Professional Accountants of Canada (CPA Canada)

About

Jeff Erickson serves as an advisor and investor at Holt FinTech Accelerator. He has 20 years of international experience across financial services, with a focus on data strategy and organizational leadership.

Experience

  1. Holt FinTech AcceleratorAdvisor & Investorcurrent2019 — presentToronto, Ontario, Canada
  2. Canadian Credit Union AssociationVP, Corporate Services and CFO2018 — 2022Toronto, Ontario, Canada
  3. Sunova Credit UnionVice-President & Chief Financial Officer2013 — 2018
  4. Canada LifePerformance Improvement Consultant2011 — 2013Winnipeg, Manitoba, Canada
  5. Canada LifeSenior Investment Reporting Accountant2007 — 2011Dublin, Ireland

Skills & more

Banking5Financial Analysis11Strategic Planning11Management Consulting2Risk Management8Business Planning3Financial Modeling2Financial Reporting2Investments5Management7Financial Planning3Corporate Finance3
+3 moreBusiness StrategyPortfolio ManagementStrategy
  • Masters of Business AdministrationIvey Business School at Western University
  • Chartered Financial AnalystCFA Institute
  • Chartered AccountantCanadian Institute of Chartered Accountants

From Jeff's professional profile.

Colleagues at Holt Xchange

Frequently asked questions

Who is Jeff Erickson?
Jeff Erickson serves as an advisor and investor at Holt FinTech Accelerator. He has 20 years of international experience across financial services, with a focus on data strategy and organizational leadership.
Where does Jeff Erickson work?
Jeff Erickson is at Holt Xchange.
Where did Jeff Erickson go to school?
Jeff Erickson studied at Ivey Business School at Western University (Executive MBA); CFA Institute (Chartered Financial Analyst, Finance); Chartered Professional Accountants of Canada (CPA Canada) (Chartered Professional Accounant, Accounting and Finance).

Same school

Shared employers