Chief Financial Officer @ (October 2018 - November 2024)
VP Enterprise Risk Manager @ (October 2017 - October 2018)
Chief Financial Officer and Chief Investment Officer @ (May 2014 - October 2017)
Credit Review Officer @ (September 2011 - May 2014)
Staff Accountant and Senior Treasury Analyst @ (July 2008 - July 2011)
Mutual Fund Analyst II @ UMB Fund Services (January 2006 - July 2008)
Eric Sorenson Education
University of Wisconsin-Milwaukee
Bachelor of Business Administration (BBA) (Accounting and Finance)
2001-2005
University of Wisconsin-Stevens Point 2000-2000
University of Wisconsin-Madison 1999-1999
Eric Sorenson Skills
Financial Analysis
Financial Reporting
Accounting
Banking Relationships
Cash Management
Treasury Management
Process Improvement
Cash Flow
Financial Modeling
Budget
Microsoft Office
Analysis
Loans
Financial Risk
Budgets
Credit
Finance
Variance Analysis
Financial Statements
Portfolio Management
Financial Forecasting
Banking
GAAP
Forecasting
Treasury
Strategic Planning
Puppet
Generally Accepted Accounting Principles Gaap
Analytical Skill
Claim
Risk Management
Sales
Investments
Budgeting
Management
Public Speaking
Microsoft Excel
Generally Accepted Accounting Principles
Leadership
Eric Sorenson Summary
Eric Sorenson, based in Appleton, WI, US, is currently a Chief Financial Officer at Bristol Morgan Bank. Eric Sorenson brings experience from previous roles at Belmont Finance LLC, Bank First National and First National Bank.. Eric Sorenson holds a 2001 - 2005 Bachelor of Business Administration (BBA) in Accounting and Finance @ University of Wisconsin-Milwaukee. With a robust skill set that includes Financial Analysis, Financial Reporting, Accounting, Banking Relationships, Cash Management and more. Eric Sorenson has 2 mobile phone numbers on RocketReach.
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