Eric Wagoner

Chief of Corporate Strategy

Eric brings over 20 years of experience in financial services, spanning commercial and retail banking, SBA and commercial real estate lending, and fintech. His background includes CFO roles overseeing deposit and loan portfolios, forecasting, and financial reporting, as well as finance leadership at an early-stage fintech, where he supported capital raising and investor due diligence.

Throughout his career, Eric has helped organizations make better strategic decisions by translating complex financial and operational data into clear insights, strengthening reporting and forecasting infrastructure, and leading cross-functional initiatives that improve performance. He brings a practical, hands-on approach to applying AI and emerging technologies to business decision-making.

Eric graduated from San Diego State University with a degree in Finance, and is a CFA charterholder.