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Wilary Winn LLC
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    CECL
    & ALM
    • Credit Risk
      • Current Expected Credit Loss (CECL)
      • Capital Stress Testing
      • Concentration Risk Management
      • Real Return Analyses
    • Outsourced ALM Advisory
      • Interest Rate Risk Management
      • Budgeting and Balance Sheet Optimization
      • Liquidity Stress Testing
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    • Mortgage Banking Derivatives (IRLCs)
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    • ALM Model Validation
    • Non-Maturity Sensitivity Analyses
    • Non-Agency MBS
    • TruPS
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Jason Chen

Jason Chen
Financial Analyst

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

Wilary Winn to Speak, Moderate at 2023 CUNA Conference

Wilary Winn will speak and moderate at the 2023 CUNA Finance Council Conference.

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What our clients say

I approached Wilary Winn because our Credit Union needed assistance resolving a distinct and complex accounting issue related to our Purchased Credit Impaired Loans (ASC 310-30). Wilary Winn assisted us […]

Hugo Silva, Vice President, Accounting & Finance, UNIFY Financial Credit Union – Torrance, CA
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