David Lyons, CFA, holds a Bachelor of Science in Finance from the University of Maryland College Park (2007-2011). Lyons began a finance career as an intern at Morgan Stanley Wealth Management and Wells Fargo Advisors, focusing on portfolio reviews and establishing referral relationships. Experience includes significant roles in trade credit risk assessment at Zurich North America (2011-2017) and Allied World (2017-2024), where Lyons conducted credit reviews for companies of varying sizes and industries. Currently, Lyons serves as an Underwriting Officer for Trade Credit at Liberty Mutual Insurance (2025-Present).
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