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Home > People > Eric Lundin

Eric Lundin

Director - Private Wealth Services - South Dakota

Eric joined JTC (USA) in April 2018 as Director of JTC Trustees (USA) Ltd. Eric is responsible for the daily operation of the South Dakota office and brings a diverse background in compliance, internal audit and finance with him to this role.

Eric is originally from Sioux Falls and started his career in internal audit and compliance for a local bank. Later in his career he was the Chief Audit Executive with two different banks with full service trust offices. Just before joining JTC, Eric worked in finance for a major credit card issuer and managed the securitization reporting and rewards accounting functions.

Eric brings a diverse background and has led internal audit and compliance teams and understands controls are necessary to successfully mitigate risks to help an organization to grow, expand and accomplish its goals; however, Eric also recognizes that a successful team is only as strong as its people.

Qualifications

  • BA in Health Administration
  • MA in Business Administration
  • Certified Public Account (CPA)
  • Certified Internal Auditor (CIA)
  • Certified Fiduciary & Investment Risk Management Specialist (CFIRS)
  • Certified Financial Services Auditor (CFSA)

Areas of Expertise

In Their Spare Time

Away from the office: Eric is married, has a son and a daughter, and enjoys snow skiing, golfing, and sailing.

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