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David Lockwood, Cfa Email & Phone Number

Chief Investment Officer at Assurity Life
Location: Lincoln, Nebraska Metropolitan Area, United States 9 work roles 1 school
1 work email found @assurity.com 1 phone found area 800 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@assurity.com
Direct phone (800) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Chief Investment Officer
Location
Lincoln, Nebraska Metropolitan Area, United States
Company size

Who is David Lockwood, Cfa? Overview

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Quick answer

David Lockwood, Cfa is listed as Chief Investment Officer at Assurity Life, a with 513 employees, based in Lincoln, Nebraska Metropolitan Area, United States. AeroLeads shows a work email signal at assurity.com, phone signal with area code 800, and a matched LinkedIn profile for David Lockwood, Cfa.

David Lockwood, Cfa previously worked as Board Member at Security First Bank and 1st Vice President -- Director of Investments at Federal Home Loan Bank Of Indianapolis. David Lockwood, Cfa holds Bs, Finance from University Of Nebraska-Lincoln.

Company email context

Email format at Assurity Life

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*@assurity.com
71% confidence

AeroLeads found 1 current-domain work email signal for David Lockwood, Cfa. Compare company email patterns before reaching out.

Profile bio

About David Lockwood, Cfa

David Lockwood, Cfa is a Chief Investment Officer at Assurity Life. He possess expertise in portfolio management, investments, financial analysis, fixed income, banking and 12 more skills.

Listed skills include Portfolio Management, Investments, Financial Analysis, Fixed Income, and 13 others.

Current workplace

David Lockwood, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Assurity Life
Assurity Life
Chief Investment Officer
Lincoln, NE, US
Website
Employees
513
AeroLeads page
9 roles · 25 years

David Lockwood, Cfa work experience

A career timeline built from the work history available for this profile.

Chief Investment Officer

Current

Lincoln, Nebraska, Us

Nov 2015 - Present

1St Vice President -- Director Of Investments

Indianapolis, In, Us

• Managed mortgage profitability for more than $12 billion in assets• Directed team responsible for risk metrics and financial forecasting of $40 billion balance sheet• Business lead for non-agency litigation on $2.9 billion original principal balance• Guided team of seven staff including three direct reports

May 2013 - Oct 2015

Vice President -- Senior Portfolio Manager

Indianapolis, In, Us

• Managed nearly $8.0 billion portfolio of MBS assets and $5 billion portfolio of Fed Funds• Traded over $6 billion in agency and non-agency securities in last three years• Coached team of four staff• Responsible for overall mortgage profitability, including MBS, loans purchased from members, and related hedging/funding strategies

2008 - May 2013

Vice President -- Associate Portfolio Manager

Chicago, Illinois, Us

• Developed PolyPaths modeling expertise across a broad range of fixed-income sectors• Strong understanding of AFT Default and Prepayment models• Executed Agency MBS, Non-Agency CMO, Subprime ABS, and CLO transactions• Negotiated whole loan sales contracts and traded $500 million in servicing-retained mortgages

2007 - 2008 ~1 yr

Assistant Vice President -- Treasury Analyst

Chicago, Illinois, Us

• Developed trade recommendations for bank’s $9 billion investment portfolio• Proficient with Bloomberg Professional and ABSnet • Extensive Microsoft Excel experience

2006 - 2007 ~1 yr

Senior Secondary Marketing Analyst

Commercial Federal Bank

• Hedged mortgage pipeline and warehouse• Traded mortgage-backed TBA and specified securities, OTC Options, LIBOR swaptions• Project manager for SMART SQL software installation

2004 - 2006 ~2 yrs

Management Development Program Participant

Commercial Federal Bank

• Various six-month rotations including Project Management, Consumer Collections, Secondary Marketing, and Accounting

2002 - 2004 ~2 yrs
Team & coworkers

Colleagues at Assurity Life

Other employees you can reach at assurity.com. View company contacts for 513 employees →

1 education record

David Lockwood, Cfa education

  • University Of Nebraska-Lincoln
    University Of Nebraska-Lincoln
    Finance
FAQ

Frequently asked questions about David Lockwood, Cfa

Quick answers generated from the profile data available on this page.

What company does David Lockwood, Cfa work for?

David Lockwood, Cfa works for Assurity Life.

What is David Lockwood, Cfa's role at Assurity Life?

David Lockwood, Cfa is listed as Chief Investment Officer at Assurity Life.

What is David Lockwood, Cfa's email address?

AeroLeads has found 1 work email signal at @assurity.com for David Lockwood, Cfa at Assurity Life.

What is David Lockwood, Cfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 800 for David Lockwood, Cfa at Assurity Life.

Where is David Lockwood, Cfa based?

David Lockwood, Cfa is based in Lincoln, Nebraska Metropolitan Area, United States while working with Assurity Life.

What companies has David Lockwood, Cfa worked for?

David Lockwood, Cfa has worked for Assurity Life, Security First Bank, Federal Home Loan Bank Of Indianapolis, Bank Of The West, and Commercial Federal Bank.

Who are David Lockwood, Cfa's colleagues at Assurity Life?

David Lockwood, Cfa's colleagues at Assurity Life include Amber Thornburg, Troy Branch, Carol Farber, Bill Schmeeckle, and Jill Drake.

How can I contact David Lockwood, Cfa?

You can use AeroLeads to view verified contact signals for David Lockwood, Cfa at Assurity Life, including work email, phone, and LinkedIn data when available.

What schools did David Lockwood, Cfa attend?

David Lockwood, Cfa holds Bs, Finance from University Of Nebraska-Lincoln.

What skills is David Lockwood, Cfa known for?

David Lockwood, Cfa is listed with skills including Portfolio Management, Investments, Financial Analysis, Fixed Income, Banking, Capital Markets, Mbs, and Financial Modeling.

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