Professional Overview

Jason is the practice leader for loan review and credit risk services.  He has over 20 years of credit risk experience.  Jason works exclusively with financial institutions in size from $50 million to $11 billion in total assets.  His specialties include loan review, loan portfolio stress testing, and loan due diligence.

Prior to joining Elliott Davis, Jason worked in the Financial Services industry for 10 years.  Most of that time was spent in credit administration for a local financial institution assisting in underwriting and credit analysis, loan portfolio analytics and board reporting, training, ALLL calculation, loan review, and loan policy administration.  Jason also spent time as an Assistant Fund Manager for a local CDFI (Community Development Financial Institution).

Education, Credentials and Special Training

• Certified Public Accountant
• Credit Risk Certification
• Southeastern School of Advanced Commercial Lending
• Southeastern School of Commercial Lending
• B.S., Economics, Middle Tennessee State University  

Professional Affiliations

• American Institute of Certified Public Accountants (AICPA)
• Tennessee Association of Certified Public Accountants (TSCPA)
• Alabama Bankers Association
• Florida Bankers Association
• Georgia Bankers Association
• Kentucky Bankers Association
• North Carolina Bankers Association
• South Carolina Bankers Association
• Tennessee Bankers Association
• Virginia Bankers Association
• Virginia Association of Community Banks
• Risk Management Association

Civic and Community Activities

• TBA Credit Conference Committee Member
• Member, Williamson, Inc.
• Young Leaders Council, Williamson County
• Board of Directors (Treasurer), Men of Valor