Tricia Erickson

About Tricia Erickson

I grew up moving every two years. Long before I stepped into executive boardrooms, I learned how to build trust quickly, navigate change with confidence, and connect across differences. Adaptability isn’t just part of my story. It’s the foundation of how I lead.Today, I operate at the intersection of financial health, employee experience, and business performance. I believe financial wellbeing is no longer a benefit. It is a strategic lever. Organizations that invest in it thoughtfully don’t just support their people; they unlock engagement, retention, and measurable impact.Having led large-scale initiatives across complex organizations and partnered closely with senior executives, I understand what it takes to move financial wellbeing from concept to measurable enterprise impact. My work centers on helping companies translate complex financial topics into human-centered, actionable strategies that resonate from the frontline to the C-suite.I am as comfortable shaping enterprise strategy as I am building the frameworks, messaging, and partnerships that bring it to life. I believe high-performing cultures are built through clarity, accountability, and the courage to elevate diverse perspectives in decision-making.As a subject matter expert in financial education and wellbeing, I advocate for solutions that are scalable, inclusive, and measurable. My approach blends business acumen with competitive drive and a deep commitment to development, because when employees feel equipped to thrive financially, organizations thrive operationally.Financial health is not a side conversation. It is foundational to how modern organizations support performance, growth, and trust. And I believe the best strategies are built with rigor, heart, and just enough energy to keep things moving, something my golden doodle, Conley, models exceptionally well.

Experience

1. Global Account Executive

   nudge

   Jan 2025 — Present · Salt Lake City, UT, US

   nudge demystifies money management for everyone, everywhere- Financial education without the sell- Localized financial education in local languages- Powered by behavioral psychology (nudge theory and more) and data- Drive awareness, engagement and uptake of financial benefits- Understand the financial health of your people with industry leading insights- A single, secure global provider

Education

• University of Arizona

  Bachelor of Arts - BA

• Consumer Bankers Association: Executive Banking School

  Graduate