Bio

Jason Stokes is the founder of Modgile Consulting LLC. He has over ten years of financial services risk experience and advisory experience. As a consultant/CFO, he managed the launch of a quant hedge fund, negotiated the terms for a $5 MM margin loan, and transitioned the strategy to digital assets. He also drove the launch of a multi-strategy emerging manager fund of funds strategy and helped raise capital with external investors. Prior to Wells Fargo’s Commercial Bank, he was a senior associate on the governance and strategy group. Before Wells Fargo, he was the founder and CEO of a start-up, Transparency Capital. He gained advisory experience as a senior consultant at Deloitte on the Treasury and Liquidity team based in New York advising banking and broker dealer clients. At MUFG Union Bank on the Corporate Treasury team, he was an ALM strategies associate responsible for forecasting interest rate swap portfolio’s gains and losses for a $16 billion Commercial & Industrial loan portfolio. As a risk analytics and modeling manager at Charles Schwab in San Francisco, he ran the asset liability management model for the broker dealer. He gained operational risk experience as an AVP at Wells Fargo and analytical experience at JPMorgan Chase. 

He received his Bachelor of Music, Composition, from the University of Toronto with coursework in computer and electronic music. He was a member of the Hart House Debate and Chess Clubs. He earned an MBA from UCLA Anderson and was an Anderson Student Asset Management (ASAM) Fellow.