Executive Leadership Team

As Chief Commercial Officer, Erik is responsible for the go-to-market strategy for Millennium Trust’s lines of business: consumer directed benefits, custody services, and retirement services. This includes enterprise-wide sales and relationship management, enterprise account coverage, and partner/client services. Additionally, Erik oversees M&A corporate development. He previously was responsible for retirement services and custody services businesses.

Prior to joining Millennium Trust in 2019, Erik was a managing director, member of the operating committee, and head of the investment management industry group at BNY Mellon. There he led a team responsible for business development and client engagement. Prior to that role, he held various other leadership positions responsible for technology projects and building partnerships with key clients. Erik is passionate about finding opportunities that contribute to the success of clients and drive growth for the company.

Erik holds a BS in finance from San Diego State University and serves on the board of trustees of the New York Foundling.