Jason Haley is ALM First’s Chief Investment Officer, joining the firm in 2008. He heads ALM First’s Investment Management Group (IMG) and is portfolio manager for the Trust for Credit Unions mutual funds. Jason and his team are responsible for leading the investment process and investment theme development for the firm. Jason also oversees all capital markets activities, including portfolio management, trading, market research & commentary, and execution of hedging and funding strategies for the firm’s depository clients.  

Jason holds a MBA with a concentration in finance and a BBA with a concentration in marketing, both from The University of Mississippi.


ADDITIONAL EXECUTIVES ANNUAL RETREAT SPEAKERS

Tony Boutelle

Tony Boutelle

President & CEO

CU Direct

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Todd Clark

President & CEO

CO-OP Solutions

Throughout his career, Todd Clark has specialized in identifying technology gaps in the market and determining how emerging technology will […]

Tim Foley

Chief Growth Officer

Think | Stack

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Aben Hill

Aben Hill

Chief Lending Officer

Rivermark Community CU

Aben Hill currently serves as Chief Lending Officer for Community Credit Union in Beaverton, Oregon. In this role, he is […]

Rocky  Ozaki 

CEO & Co-Founder

NoW of Work

Rocky is the Founder & CEO of the NoW of Work Inc. – a business transformation firm whose primary focus is […]

Seth Schaefer

Seth Schaefer

President & CEO

Rivermark Community CU

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Troy Stang

Troy Stang

President & CEO

GoWest Credit Union Association

Phone: 503.350.2212

Toll-free: 800.995.9064 x212

[email protected]

Troy Stang serves as the President and CEO of the GoWest Credit Union Association  the trade association representing more than […]

Eric Termuende

Co-Founder

NoW of Work

Eric Termuende is the co-founder of NoW of Work, author of the bestselling book Rethink Work, and global keynote speaker. Having been on hundreds of […]