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Erik Mosney, CFA, currently serves as the Director at Beacon Software since December 2024. Prior experience includes roles at Clio as Senior Manager and Manager in Corporate Development, as well as founding Caffinate.io, a recruitment-focused platform aimed at enhancing mentorship among professionals. Previously, Erik worked as an Investment Banking Associate at CIBC Capital Markets and SurePath Capital Partners, where notable strategic acquisitions and investments in technology and eCommerce were executed. Early career experiences include equity valuation teaching at the Telfer School of Management and analytical roles at Minto Group Inc. Erik holds an Honours Bachelor of Commerce degree in Finance from the University of Ottawa, earned in 2017.