Chief Financial Officer
Current
Nov 2024 - Present
AeroLeads people directory · profile
Eric Sorenson Email & Phone Number
Experienced CFO | Risk & Financial Management | Strategic Leader | Proficient in Financial Analysis | Proven Track Record of Increasing Returns & Reducing Expenses
at
Bristol Morgan Bank
1 work email found
@fnbmwc.com
2 phones found area 405
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Experienced CFO | Risk & Financial Management | Strategic Leader | Proficient in Financial Analysis | Proven Track Record of Increasing Returns & Reducing Expenses
Location
Appleton, Wisconsin, United States
Who is Eric Sorenson? Overview
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Quick answer
Eric Sorenson is listed as Experienced CFO | Risk & Financial Management | Strategic Leader | Proficient in Financial Analysis | Proven Track Record of Increasing Returns & Reducing Expenses at Bristol Morgan Bank, based in Appleton, Wisconsin, United States. AeroLeads shows a work email signal at fnbmwc.com, phone signal with area code 405, and a matched LinkedIn profile for Eric Sorenson.
Eric Sorenson previously worked as Chief Financial Officer at Bristol Morgan Bank and President & CFO at Belmont Finance Llc. Eric Sorenson holds Bachelor Of Business Administration (Bba), Accounting And Finance from University Of Wisconsin-Milwaukee.
Company email context
Email format at Bristol Morgan Bank
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{first_initial}{last}@fnbmwc.com
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AeroLeads found 1 current-domain work email signal for Eric Sorenson. Compare company email patterns before reaching out.
Profile bio
About Eric Sorenson
Almost 20 years of financial experience across multiple disciplines from mutual funds, to manufacturing, to banking. Core strengths include financial analysis/reporting, capital and strategic planning, process improvement, and departmental leadership.
Listed skills include Financial Analysis, Finance, Accounting, Cash Management, and 28 others.
Current workplace
Eric Sorenson's current company
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8 roles
Eric Sorenson work experience
A career timeline built from the work history available for this profile.
President & Cfo
Jun 2021 - Nov 2024
Chief Financial Officer
Oct 2018 - Nov 2024
Vp Enterprise Risk Manager
Oct 2017 - Oct 2018
Chief Financial Officer / Chief Investment Officer
Responsible for leading and driving all financial aspects of a $500mm bank. Responsible for $60mm investment portfolio, liquidity profile, asset/liability management, quarterly regulatory reporting, annual reporting, budgeting, capital and strategic planning, allowance for loan and lease losses. Chair of several management committees (ALCO, ALLL.
May 2014 - Oct 2017
Credit Review Officer
Assist in financial underwriting for commercial credits. Create complex spreadsheets to analyze credit quality to ensure bank safety. Further discriminate global cash flows and financial spreads to capture full analysis. Assist in commercial loan review special asset workouts. Analyze monthly rate spread, risk weight assets, troubled debt, and impaired.
Sep 2011 - May 2014
Staff Accountant / Senior Treasury Analyst
Oversaw eight corporate ledgers. Thoroughly involved in month-end close process. Assisted in SEC reporting items. Assisted in monitoring $2B in corporate liquidity and debt. Developed more efficient daily cash management methods. Led treasury department regarding domestic and foreign daily cash uses. Worked with stock options and pricing.
Jul 2008 - Jul 2011
Mutual Fund Analyst Ii
Umb Fund Services
Performed quarterly and annual financial reports along with monthly expense analysis. Developed spreadsheets for enhanced post-close SEC reporting. Worked frequently with external audit firms.
Jan 2006 - Jul 2008
3 education records
Eric Sorenson education
Bachelor Of Business Administration (Bba), Accounting And Finance
University Of Wisconsin-Milwaukee
Education record
University Of Wisconsin-Stevens Point
Education record
University Of Wisconsin-Madison
FAQ
Frequently asked questions about Eric Sorenson
Quick answers generated from the profile data available on this page.
What company does Eric Sorenson work for?
Eric Sorenson works for Bristol Morgan Bank.
What is Eric Sorenson's role at Bristol Morgan Bank?
Eric Sorenson is listed as Experienced CFO | Risk & Financial Management | Strategic Leader | Proficient in Financial Analysis | Proven Track Record of Increasing Returns & Reducing Expenses at Bristol Morgan Bank.
What is Eric Sorenson's email address?
AeroLeads has found 1 work email signal at @fnbmwc.com for Eric Sorenson at Bristol Morgan Bank.
What is Eric Sorenson's phone number?
AeroLeads has found 2 phone signal(s) with area code 405 for Eric Sorenson at Bristol Morgan Bank.
Where is Eric Sorenson based?
Eric Sorenson is based in Appleton, Wisconsin, United States while working with Bristol Morgan Bank.
What companies has Eric Sorenson worked for?
Eric Sorenson has worked for Bristol Morgan Bank, Belmont Finance Llc, Bank First National, First National Bank., and Rexnord.
How can I contact Eric Sorenson?
You can use AeroLeads to view verified contact signals for Eric Sorenson at Bristol Morgan Bank, including work email, phone, and LinkedIn data when available.
What schools did Eric Sorenson attend?
Eric Sorenson holds Bachelor Of Business Administration (Bba), Accounting And Finance from University Of Wisconsin-Milwaukee.
What skills is Eric Sorenson known for?
Eric Sorenson is listed with skills including Financial Analysis, Finance, Accounting, Cash Management, Financial Reporting, Analysis, Loans, and Financial Risk.
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