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
- Holt FinTech AcceleratorAdvisor & Investorcurrent2019 — presentToronto, Ontario, Canada
- Canadian Credit Union AssociationVP, Corporate Services and CFO2018 — 2022Toronto, Ontario, Canada
- Sunova Credit UnionVice-President & Chief Financial Officer2013 — 2018
- Canada LifePerformance Improvement Consultant2011 — 2013Winnipeg, Manitoba, Canada
- Canada LifeSenior Investment Reporting Accountant2007 — 2011Dublin, Ireland
Skills & more
Banking5Financial Analysis11Strategic Planning11Management Consulting2Risk Management8Business Planning3Financial Modeling2Financial Reporting2Investments5Management7Financial Planning3Corporate Finance3
+3 more
Business 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
Anne Joachim
Investor at Holt Xchange
Aron Izower
Investor at Holt Xchange
Ashkan Karbasfrooshan
Investor at Holt Xchange
Barry Friesen
Investor at Holt Xchange
Brendan Holt Dunn
Investor at Holt Xchange
Brian Yee
Investor at Holt Xchange
Charles Marleau
Investor at Holt Xchange
David Oram
Investor 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
Also attended Ivey Business School at Western University397
ØysteinInvestor at InvestinorVivek RamaswamiPartner at Madrona Venture GroupRay SharmaFounding Partner, CEO at Extreme Venture PartnersHa DuongVP Finance & Operations at Luge CapitalJasmine YangVice President at Sapphire VenturesJaye LandowHead of Investor Relations at FJ Labs
+ 391 more
Also attended Chartered Professional Accountants of Canada (CPA Canada)104
Louisa LiuChief Financial Officer at ArcTern VenturesCaroline RheaultFinancial Controller at Brightspark VenturesAlejandro MarinVice President, Finance at Panache VenturesZoya ShchupakVenture Partner at TPY CapitalAkshit PuriAssistant Controller at Vistara GrowthLinda ChenCFO at Renewal Funds
+ 98 more
Also attended University of Manitoba91
Jay HumPrincipal at Mighty CapitalDaven PatelPartner at Bow CapitalMurray McCaigCo-Founder and Managing Partner at ArcTern VenturesChris KojimaManaging Director, Global Head of Capital Solutions at General AtlanticChris FalloonPortfolio Development at Dell Technologies CapitalJoel SemeniukVenture Partner at Fresco Capital
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