Eric is an accomplished professional with nearly a decade of experience in financial services, particularly in commercial banking and lending. His background provides a strong foundation in analyzing financial statements, assessing company performance, modeling leveraged operations, and understanding market dynamics. Since joining ESI in 2024, Eric has contributed to both annual ESOP valuations, M&A Transactions and consulting projects.
Education and Professional Licenses
- BBA – Finance – University of Wisconsin – Whitewater
Professional Affiliations/Association Memberships
- FMVA®–Certified Financial Modeling & Valuation Analyst
- Member – National Center for Employee Ownership (NCEO)
- Member – The ESOP Association (TEA)
