Liberty Bankers Insurance Group
Tim Wilson, CFA has extensive experience in the finance industry. Tim is currently serving as the Chief Investment Officer at Liberty Bankers Insurance Group. Prior to this role, they worked as a Senior Portfolio Manager/Credit Analyst at the same company from 2010 onwards. Before joining Liberty Bankers, Tim worked as an Institutional Credit Sales professional at Miller Tabak Roberts Securities, LLC from 2009 to 2010. Tim also had a brief stint as a Fixed Income Institutional Salesperson at CastleOak in 2009. Tim's previous experience includes working at Credit Suisse as a Managing Director, where they successfully managed portfolios and credit functions, playing a key role in growing the portfolio from $20B to $90B. Before that, they served as a Vice President in Credit Research at Chase Asset Management and as a Vice President, Corporate Banker at The Chase Manhattan Bank.
Tim Wilson, CFA, holds an MBA degree in Economics and Finance from the University of Toronto - Rotman School of Management, which they obtained between 2000 and 2002. Prior to this, they earned a Bachelor of Arts degree in Economics and Mathematics from the University of Toronto - University of Trinity College. Tim also possesses a CFA certification. There is no information available regarding their education at New York University or the specifics of their CFA certification.
Liberty Bankers Insurance Group
Based in Dallas, Texas, Liberty Bankers Insurance Group is comprised of Liberty Bankers Life Insurance Company, Capitol Life Insurance Company, and American Benefit Life Insurance Company. Together, we are proud to have a combined 280 years of experience in serving our customers’ insurance needs. Our culture promotes prompt, courteous and accurate service, and defines how we work with our customers and with one another – honestly, with dignity and respect. This empowers us to build enduring relationships with our customers. Not all product available in all states. For information about your state, please contact 800-731-4300. Some materials on this page may be intended for insurance professionals only. If you are an insurance consumer, please visit our website for consumer information. Not affiliated with the United States government or the federal Medicare program. For more information contact Compliance@LBIG.com. California residents: You have a right to know what information we collect about you, and a right to request that we delete it.