Chief Strategy Officer, National Products at Sunrise Banks
Saint Paul, MN
Eric aims to connect with leaders, innovators and foresight professionals interested in building and promoting financial wellness. Currently serving as Chief Strategy Officer for Sunrise Banks, Eric is responsible for driving innovation and growth by partnering with fintechs to expand the banks’ mission of "Being the most innovative bank empowering financial wellness." He's interested in connecting with entrepreneurs, VCs, accelerators, incubators, financial institutions, and other professionals in the fintech ecosystem. Eric is also an applied futurist and principal of Sextant Advisors, a strategic planning and organizational development consultancy dedicated to applying strategic foresight to organizations interested in creating and intercepting their future. He is a member of the Association of Professional Futurists and has spoken at numerous forums and conferences on financial services and strategic foresight. Eric’s background includes underwriting, portfolio management and product development at two of the country's largest financial institutions, Capital One and US Bank. Eric earned an MBA from the University of Chicago, and a bachelor’s degree from the University of Wisconsin.
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Feb 2018 - Present
Chief Strategy Officer, National Products
2015 - Present
The Future of Personal Financial Management, World Future Society Conference, San Francisco, CA, July 2015 Building a Data-Centric Culture, The Members Group Executive Summit, Vancouver, BC, August 2015 The Future of Payments, Government Accountability Office, Washington, DC, October 2015 Transparency and Trust in the Age of Consumer Data Digitization , World Future Society Conference, Washington, DC, July 2016
2013 - Feb 2018
TMG Financial Services
Chief Strategy Officer
Accountable for ensuring company-wide execution flowed from the strategic agenda. Led the annual strategic planning process in support of the budgeting process, direct organizational design by forming and directing innovation teams that partner with existing business units to deliver new products and capabilities, and integrate those capabilities throughout the organization. Responsible for product development and served as Chief Compliance Officer.
2007 - 2013
TMG Financial Services
V. P. - Credit & Risk
Part of the executive management team and reporting to the Chief Executive Officer, accountable for the risk management, credit quality, portfolio performance, product development and operations of this agent issuer. In 2012, TMG Financial Services ranked #340 in Inc. magazine's 500 Fastest Growing Companies.
Aug 2004 - Jul 2007
VP - Profitability & Risk / Reward
2000 - 2004
1996 - 2000