/People

Jeff Erickson

Investor

Investor at Holt Xchange

Toronto, Ontario, Canada

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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 Administration — Ivey Business School at Western University
  • Chartered Financial Analyst — CFA Institute
  • Chartered Accountant — Canadian 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

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