David Lockwood, Cfa

David Lockwood, Cfa Email and Phone Number

Chief Investment Officer @ Assurity Life
Lincoln, NE, US
David Lockwood, Cfa's Location
Lincoln, Nebraska Metropolitan Area, United States, United States
David Lockwood, Cfa's Contact Details

David Lockwood, Cfa work email

David Lockwood, Cfa personal email

n/a

David Lockwood, Cfa phone numbers

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.

David Lockwood, Cfa's Current Company Details
Assurity Life

Assurity Life

View
Chief Investment Officer
Lincoln, NE, US
Website:
assurity.com
Employees:
513
David Lockwood, Cfa Work Experience Details
  • Assurity Life
    Chief Investment Officer
    Assurity Life
    Lincoln, Ne, Us
  • Security First Bank
    Board Member
    Security First Bank Aug 2020 - Present
    Lincoln, Nebraska, Us
  • Assurity Life
    Chief Investment Officer
    Assurity Life Nov 2015 - Present
    Lincoln, Nebraska, Us
  • Federal Home Loan Bank Of Indianapolis
    1St Vice President -- Director Of Investments
    Federal Home Loan Bank Of Indianapolis May 2013 - Oct 2015
    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
  • Federal Home Loan Bank Of Indianapolis
    Vice President -- Senior Portfolio Manager
    Federal Home Loan Bank Of Indianapolis 2008 - May 2013
    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
  • Bank Of The West
    Vice President -- Associate Portfolio Manager
    Bank Of The West 2007 - 2008
    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
  • Bank Of The West
    Assistant Vice President -- Treasury Analyst
    Bank Of The West 2006 - 2007
    Chicago, Illinois, Us
    • Developed trade recommendations for bank’s $9 billion investment portfolio• Proficient with Bloomberg Professional and ABSnet • Extensive Microsoft Excel experience
  • Commercial Federal Bank
    Senior Secondary Marketing Analyst
    Commercial Federal Bank 2004 - 2006
    • Hedged mortgage pipeline and warehouse• Traded mortgage-backed TBA and specified securities, OTC Options, LIBOR swaptions• Project manager for SMART SQL software installation
  • Commercial Federal Bank
    Management Development Program Participant
    Commercial Federal Bank 2002 - 2004
    • Various six-month rotations including Project Management, Consumer Collections, Secondary Marketing, and Accounting

David Lockwood, Cfa Skills

Portfolio Management Investments Financial Analysis Fixed Income Banking Capital Markets Mbs Financial Modeling Bloomberg Risk Management Trading Securities Finance Loans Mortgage Lending Credit Mortgage Backed Security

David Lockwood, Cfa Education Details

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

Frequently Asked Questions about David Lockwood, Cfa

What company does David Lockwood, Cfa work for?

David Lockwood, Cfa works for Assurity Life

What is David Lockwood, Cfa's role at the current company?

David Lockwood, Cfa's current role is Chief Investment Officer.

What is David Lockwood, Cfa's email address?

David Lockwood, Cfa's email address is dl****@****lbi.com

What is David Lockwood, Cfa's direct phone number?

David Lockwood, Cfa's direct phone number is (800) 869*****

What schools did David Lockwood, Cfa attend?

David Lockwood, Cfa attended University Of Nebraska-Lincoln.

What are some of David Lockwood, Cfa's interests?

David Lockwood, Cfa has interest in Education.

What skills is David Lockwood, Cfa known for?

David Lockwood, Cfa has skills like Portfolio Management, Investments, Financial Analysis, Fixed Income, Banking, Capital Markets, Mbs, Financial Modeling, Bloomberg, Risk Management, Trading, Securities.

Who are David Lockwood, Cfa's colleagues?

David Lockwood, Cfa's colleagues are Shelley Bouwens, Tina Johnson, Troy Branch, Tonya Pierson, Mba, Ethan Zegers, Emily Schreiter, Makaylee Gayed.

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