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Tim Wilson Cfa
Tim Wilson Cfa
Chief Investment Officer | Liberty Bankers Insurance Group
Dallas, Texas, United States
Tim Wilson Cfa
Summary
Tim Wilson is an accomplished Chief Investment Officer at Liberty Bankers Insurance Group, bringing over two decades of experience in investment management and banking. Based in Dallas, Texas, he leads a team responsible for managing a diverse portfolio, demonstrating a strong track record in asset management and risk analysis. Prior to his current role, Tim held senior positions at Credit Suisse and JP Morgan Chase, where he successfully managed significant assets and led investment strategies. His expertise spans various financial instruments including bonds, equities, and structured products. Tim's academic credentials include a BA in Economics and Mathematics and an Executive MBA from the University of Toronto, alongside his designation as a Chartered Financial Analyst. Notably, he has built and managed high-performing teams, achieving top quartile returns and significant asset growth in previous roles. His professional journey reflects a commitment to excellence in the finance industry, with a keen interest in alternative investments and structured finance.
Tim Wilson Cfa
Work Experience
Chief Investment Officer at
Liberty Bankers Insurance Group
July 2022 - Present
Senior Portfolio Manager/Credit Analyst at
Liberty Bankers Life Insurance Company
July 2010 - July 2022
Institutional Credit Sales at
Miller Tabak Roberts Securities, LLC
October 2009 - July 2010
Fixed Income Institutional Sales at
CASTLEOAK PTY. LIMITED
January 2009 - January 2009
Managing Director, Portfolio Management and Credit at
Credit Suisse
January 2001 - January 2008
Vice President, Credit Research at
Chase Asset Management
January 1995 - January 2001
Vice President, Corporate Banker at
JPMorganChase
January 1991 - January 1995
Tim Wilson Cfa
Education
University of Toronto - Rotman School of Management, Mba
January 2000 - January 2002
University of Toronto - University of Trinity College, Ba
Frequently Asked Questions about Tim Wilson Cfa
What is Tim Wilson Cfa email address?
Tim Wilson Cfa's primary email address is **********@jpmchase.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Tim Wilson Cfa work for?
Tim Wilson Cfa is a Chief Investment Officer at Liberty Bankers Insurance Group, a company specializing in Insurance agents, brokers, & service.
Where Tim Wilson Cfa graduated from?
Tim Wilson Cfa holds a degree in Economics, Finance from University of Toronto - Rotman School of Management.
How can I directly contact Tim Wilson Cfa?
To contact Tim Wilson Cfa directly, you can use the email address **********@jpmchase.com. Complete contact information is available upon registration with Muraena.
Who is Tim Wilson Cfa?
Tim Wilson is an accomplished Chief Investment Officer at Liberty Bankers Insurance Group, bringing over two decades of experience in investment management and banking. Based in Dallas, Texas, he leads a team responsible for managing a diverse portfolio, demonstrating a strong track record in asset management and risk analysis. Prior to his current role, Tim held senior positions at Credit Suisse and JP Morgan Chase, where he successfully managed significant assets and led investment strategies. His expertise spans various financial instruments including bonds, equities, and structured products. Tim's academic credentials include a BA in Economics and Mathematics and an Executive MBA from the University of Toronto, alongside his designation as a Chartered Financial Analyst. Notably, he has built and managed high-performing teams, achieving top quartile returns and significant asset growth in previous roles. His professional journey reflects a commitment to excellence in the finance industry, with a keen interest in alternative investments and structured finance.
Tim`s contact details
**********@jpmchase.com
*******@lbig.com
Colleagues
Senior Vice President of Medicare Supplements
Chief Marketing Officer
Vice President Operations
Regional Vice President
Senior Vice President, Brand Marketing
Senior Vice President Operations
Executive Vice President
Regional Vice President of Sales
Executive Vice President and Chief Operating Officer
Vice President, Life Operations