OVERLAND PARK, Kan. – Mariner Wealth Advisors announced that Jason Pall, CFA, FRM joined the firm at the end of February as an
advisor.
He will advise community banks and credit unions on the management of their investment portfolios and assist them with asset-liability management.
He has over two decades of experience working at both banks and credit unions, where most recently as Treasury Director, he managed a $2 billion investment portfolio at The
University of Wisconsin Credit Union. In addition, Jason had responsibility for ALCO reporting,interest rate risk modeling and served as the liaison with regulatory examiners. He started his
career as a Senior Credit Analyst at CIB Marine Bancshares and was then promoted to Assistant Vice President, Treasury Risk Officer.