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Jeff Erickson

Forecastr | Startup Advisor | Angel Investor

Jeff Erickson is currently serving as an advisor at Listo Global, where he plays a key role in the advisory board. He has a diverse background in finance and strategic partnerships, which enhances his contributions to the organization.

Professional Background

Current Role::

  • Advisor at Listo Global: Jeff recently joined the advisory board, bringing his extensive experience in strategic partnerships and investment strategy.23

Previous Experience::

  • Forecastr: He leads the Strategic Partnerships team at Forecastr, a software company that specializes in financial forecasting.24
  • Abbot Downing: Prior to his current roles, Jeff was the Head of Equity Strategy and Founder of the Global 25 Equity Model at Abbot Downing, part of Wells Fargo’s ultra-high-net-worth business. His career began as a securities analyst, followed by various positions in equity strategy and fund management.1

Education and Qualifications

Jeff holds an MBA in finance with a concentration in applied security analysis from the University of Wisconsin-Madison. He also has a bachelor's degree in finance, focusing on economics and international business from the same institution. He is a Chartered Financial Analyst (CFA) and has been actively involved in financial analyst societies.1

Additional Involvement

Jeff is known for his contributions to various financial organizations and has served on boards, including the Community Foundation of Collier County, where he was also the chair of its Investment Committee.1 His blend of experience in both advisory roles and practical investment management positions him as a valuable asset to Listo Global.

Highlights

Aug 27 · linkedin

At the RALLY Innovation Conference ….

Indianapolis is rockin’!!!

Meeting some amazing founders and lots of new friends!

Cool to see Matt Tait, Jack Shepler, Matt Hunckler, Justin Fite, Peter SerVaas, Ted Velie, Joshua Kline and so many others in person!

Looking forward to the Founders N' Funders VC Reverse Pitch Event this afternoon at Midwest House!

Registration is blowing up - 260+ founders registered so far and new registrations coming in every minute.

See you over there after Alex Rodriguez’s keynote!

Aug 11 · linkedin

If you are planning on raising capital for your startup .... You have to know your numbers!

Startup Founders --- Mark your calendars for Aug 20th at 2pm ET (12pm MT)

Looking forward to joining Kat Weaver and Katie Dunn from Power To Pitch for another exciting LinkedIn LIVE event to help you prepare for fundraising.

In this upcoming session, we'll be covering key financial metrics investors look for and how to present your financials effectively.

Register here: https://hubs.li/Q02Jx3KN0

Related Questions

What are Jeff Erickson's main responsibilities at Listo Global?
How did Jeff Erickson transition from Callan Family Office to Listo Global?
What is the Global 25 Equity Model that Jeff Erickson founded?
What is the role of the Strategic Partnerships team at Forecastr?
How has Jeff Erickson's career evolved over the past two decades?
Jeff Erickson
Jeff Erickson, photo 1
Jeff Erickson, photo 2
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Location

Salt Lake City Metropolitan Area