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Jason Willis

VICE PRESIDENT OF OPERATIONS

Jason Willis is responsible for managing and overseeing Atlas's Total Return Swap administration services for nonqualified deferred compensation plans. He is the day-to-day point of contact between bank counterparties and clients as it relates to operational aspects of the TRS administration program.


Mr. Willis has a decade of experience in the industry, having worked previously for the nation's largest nonqualified recordkeeper; the Newport Group. He obtained a BS and MBA from the University of Central Florida.

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Atlas Financial Partners and its associates do not give legal, accounting, tax, or investment advice. Please consult with your own advisers. Atlas is not an third party control person under CFTC Regulation 23.402(c); a designated evaluation agent under CFTC Regulation 23.434(b) nor a qualified independent representative under CFTC Regulation 23.450(b). Atlas is a third party administrator performing purely administrative functions with respect to the management of the transactions discussed herein. Atlas is not a swap advisor or a swap dealer and will not provide recommendations or advice on swap strategies. Please consult your own advisors.

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