Jason D. Lee

Jason D. Lee, CFA, FRM, is an experienced financial professional currently serving as a Senior Commercial Banking Advisor at Valley First, a division of First West Credit Union, since April 2023. Previously, Jason held the position of Business Financial Advisor at Innovation Credit Union from December 2021 to April 2023 and worked at RBC as a Commercial Credit Advisor and Commercial Account Manager from September 2015 to December 2021. Jason's expertise includes maintaining client relationships, underwriting commercial credit, and growing deposit and credit portfolios. Jason also has a background as a Project Control Analyst at OJ Industrial Maintenance, managing the cost control of over 50 pipeline projects for Suncor Energy's oil sands operations. Jason holds a Bachelor of Commerce degree in Finance from the University of Alberta.