Erik Mosney, Cfa
About Erik Mosney, Cfa
Erik Mosney, CFA, is a Senior Manager of Corporate Development at Clio, where he has worked since 2023. He has a diverse background in finance and investment banking, having held various roles at organizations such as CIBC Capital Markets, RSM Canada, and Minto Group Inc.
Current Role at Clio
Erik Mosney serves as the Senior Manager of Corporate Development at Clio, a cloud-based legal technology company. He has held this position since 2023, contributing to the company's strategic initiatives and corporate growth. His role involves overseeing corporate development activities and identifying opportunities for expansion within the legal technology sector.
Previous Experience in Corporate Development
Prior to his current role at Clio, Erik worked as the Manager of Corporate Development at the same company from 2021 to 2023. His responsibilities included managing corporate strategies and development projects. Before that, he gained experience as an Investment Banking Associate at CIBC Capital Markets from 2020 to 2021, where he worked on various investment banking transactions in Toronto.
Educational Background in Finance
Erik Mosney studied at the University of Ottawa, where he earned an Honours Bachelor of Commerce degree with a focus on Finance. His academic tenure lasted from 2013 to 2017, providing him with a strong foundation in financial principles and practices that he has applied throughout his career.
Experience in Teaching and Mentorship
Erik has experience in academia, having served as a Teaching Assistant for the Equity Valuation course at the Telfer School of Management in 2017. He also founded and mentored at Caffinate.io from 2022 to 2023, where he provided guidance and support to emerging professionals in the finance sector.
Analytical Roles in Financial Services
Erik has held several analytical positions in the financial services sector. He worked as an Analyst in Capital Markets and M&A Advisory at RSM Canada from 2017 to 2018 and as a Financial Analyst in the Office of the CEO at Minto Group Inc. from 2015 to 2016. These roles involved conducting financial analysis and supporting corporate decision-making processes.