Passionate about helping your business thrive.
As Assistant Vice President, Treasury Management Consultant, Jason consults business clients with various treasury management needs. Jason uses his diverse background in banking and management to provide a great client experience through a personalized approach. Partnering closely with the Commercial Real Estate team, he works to provide tailored solutions to businesses for their payables, receivables, reporting and fraud prevention services.
Experience
- In banking since 2007
- Former experience in Consumer Banking and Commercial Real Estate including roles as International Customer Service Representative, Service Banker, Personal Banker and Commercial Relationship Coordinator
- Managed diverse teams in the retail and food industries for 10 years
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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Ask Me About
- Managing your company's cash flow
- Accelerate your company's payment collection process
- International Banking
- Foreign Exchange
Community Involvement
- Longtime community member of Madison, Wisconsin
- Regularly volunteers in the community for various causes
- Active supporter of United Way