Jason Kothen is a finance professional with extensive experience in portfolio compliance and business analysis. Currently serving as Manager and previously in roles such as Portfolio Compliance Senior Analyst and Portfolio Compliance Analyst at Oak Hill Advisors, L.P. since July 2020, Jason has developed expertise in investment compliance. Prior to this, Jason worked at TD Ameritrade from September 2014 to July 2020, holding positions in Business Insights and Workforce Management. Earlier career experience includes personal banking at Bank of Texas and unit sales management at Foundation Financial Group. Jason began the professional journey at Verizon Wireless as a Customer Care Representative. Educational qualifications include a Bachelor of Science in Finance from the University at Buffalo and an Associate of Science in Sports Management from Alfred State College - SUNY College of Technology.
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