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Joe Lionberger

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Joe Lionberger

Research Analyst | Ameritas

Nebraska, Lincoln, United States

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Joe Lionberger

Summary

Joe Lionberger is a seasoned Strategic Investment Executive with extensive experience in managing substantial investment portfolios, including a $2.9 billion surplus portfolio. He excels in financial modeling, valuation analysis, and risk management, demonstrating his capability in leading complex financial presentations to high-level committees. With a strong foundation in building relationships within the investment community, he has successfully navigated partnerships with private-equity firms and third-party marketers. Joe's technical expertise includes advanced proficiency in Bloomberg and Microsoft Office Suite, which he leverages to optimize investment strategies. His leadership roles have involved mentoring teams and overseeing significant allocations across diverse asset classes. An MBA graduate specializing in Management Information Systems, he is committed to continuous professional development through initiatives like the Leadership Lincoln Executive Cohort. Joe's career is marked by a blend of strategic vision and hands-on execution in the finance sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Joe Lionberger

Work Experience

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Vice President / Managing Director (Strategic Investments and Surplus) at

Ameritas

June 2018 - Present

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Joe Lionberger

Education

Graduate, Leadership Lincoln Executive Cohort 37

January 2024 - January 2025

University of Nebraska-Lincoln, Bachelor of Science in Business Administration (BSBA), Business Administration and Management, General

University of Nebraska-Lincoln, Master of Business Administration (MBA), Specialization - Management Information Systems

Graduate, Ameritas Leadership Academy (Ameritas Private Funds Group Project)

Frequently Asked Questions about Joe Lionberger

What is Joe Lionberger email address?

Joe Lionberger's primary email address is ***********@ameritas.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Joe Lionberger work for?

Joe Lionberger is a Research Analyst at Ameritas.

Where Joe Lionberger graduated from?

Joe Lionberger holds a degree in null from Graduate, Leadership Lincoln Executive Cohort 37.

How can I directly contact Joe Lionberger?

To contact Joe Lionberger directly, you can use the email address ***********@ameritas.com. Complete contact information is available upon registration with Muraena.

Who is Joe Lionberger?

Joe Lionberger is a seasoned Strategic Investment Executive with extensive experience in managing substantial investment portfolios, including a $2.9 billion surplus portfolio. He excels in financial modeling, valuation analysis, and risk management, demonstrating his capability in leading complex financial presentations to high-level committees. With a strong foundation in building relationships within the investment community, he has successfully navigated partnerships with private-equity firms and third-party marketers. Joe's technical expertise includes advanced proficiency in Bloomberg and Microsoft Office Suite, which he leverages to optimize investment strategies. His leadership roles have involved mentoring teams and overseeing significant allocations across diverse asset classes. An MBA graduate specializing in Management Information Systems, he is committed to continuous professional development through initiatives like the Leadership Lincoln Executive Cohort. Joe's career is marked by a blend of strategic vision and hands-on execution in the finance sector.

Joe`s contact details

mail

***********@ameritas.com

Colleagues

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Gerald Herbert

Supervisor

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Kelly Halverson

Product Performance Director

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Kelly Wieseler

Senior Vice President – Chief Group Actuary and Underwriting

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Brad Max

VP and Managing Director

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David Schlageter

Service Account Executive

Steve Burnthall

Senior Vice President

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Linda Stacy

Staff Accountant

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Michele Wu

Tax Director - Mergers & Acquisitions

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Julie Zehr

Training Manager

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David Voelker

Independent Consultant

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