Jason E. Lee Cfa

Jason E. Lee, CFA, MBA has a diverse background in finance and risk analysis. With experience in companies like Federal Home Loan Bank of Dallas, OCC, CBIZ, Charles Schwab, Kershner Trading Group, and Trustmark National Bank, Jason has developed strong skills in credit risk analysis, financial valuation, equity trading, and asset/liability risk analysis. Jason's educational background includes an MBA from Mays Business School at Texas A&M University and a B.B.A from Millsaps College.