Jason Chen
Jason Chen
Financial Analyst II
Biography
Mr. Chen joined Wilary Winn in July of 2022 after graduating from the University of Minnesota, Twin Cities with a master’s degree in financial mathematics. Prior to obtaining his master’s degree, he obtained a bachelor’s degree in mathematics and statistics from the University of California, Davis. Jason works with Wilary Winn managers and senior analysts primarily on asset liability management (ALM), concentration risk analysis, current expected credit loss (CECL) analyses, and valuation of illiquid securities.
FEATURED
CECL Models: Comparing WARM to DCF [White Paper]
This November 2023 white paper compares the weighted the average remaining maturity (“WARM”) and discounted cash flow (“DCF”) models used to estimate CECL reserves.
WHAT OUR CLIENTS SAY
“Wilary Winn has been a trusted partner of SECU Maryland for over 10 years and a strong supporter of the credit union movement. Wilary Winn has provided Maryland’s largest credit […]”
– Steven L. Arbaugh, Chief Financial Officer, SECU Maryland – Linthicum, MD