Jeffrey Lorenzen
Corporate Officer/Principal chez AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY
Fortune : 3 M $ au 31/03/2024
Profil
Mr. Jeffrey D.
Lorenzen, CFA MBA, is a Chief Risk Officer & Executive Vice President at American Equity Investment Life Insurance Co., a Chief Risk Officer & Executive Vice President at American Equity Investment Life Holding Co., an Executive Vice President & Chief Risk Officer at American Equity Investment Life Insurance Co. and a Board Governor at CFA Institute.
He is on the Board of Directors at Goodwill Industries of Central Iowa.
Prior Mr. Lorenzen was the President and Chief Investment Officer of WB Capital Management Inc. He also served on the board of directors for WB Capital Management, Inc. Prior to 2006, Mr. Lorenzen was President and Chief Investment Officer of Investors Management Group, where he spent 14 years in a variety of investment leadership positions.
He started his career at Statesman as a high-yield credit analyst in 1989.
Mr. Lorenzen received his B.B.A.
in finance from the University of Iowa and and M.B.A.
from Drake University.
He earned his Chartered Financial Analyst (CFA) designation in 1993.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 29/02/2024 | 52 801 ( 0,07% ) | 3 M $ | 31/03/2024 |
Postes actifs de Jeffrey Lorenzen
| Sociétés | Poste | Début |
|---|---|---|
| AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY | Corporate Officer/Principal | 01/01/2021 |
Goodwill Industries of Central Iowa
 Goodwill Industries of Central Iowa Specialty StoresRetail Trade Goodwill Industries of Central Iowa is a non-profit organization that operates thrift stores to generate funds for their mission. The private company is based in Des Moines, IA. The company gives items a second chance by reselling them in their stores. The company was founded by Jeffrey L. Black. | Director/Board Member | - |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
American Equity Investment Life Insurance Co.
 American Equity Investment Life Insurance Co. Insurance Brokers/ServicesFinance American Equity Investment Life Insurance Co. provides equity-indexed annuities and life insurance products with an emphasis on the sale of index and fixed rate annuities. The firm's services include fixed annuities with interest tied to an external equity or bond index. The company was founded in December 1995 and is headquartered in West Des Moines, IA. | Corporate Officer/Principal | 01/01/2021 |
American Equity Investment Life Insurance Co. (Invt Port)
 American Equity Investment Life Insurance Co. (Invt Port) Investment ManagersFinance American Equity Investment Life Insurance Co. (Investment Portfolio) (AEILI-IP) is the investment portfolio division of American Equity Investment Life Insurance Co., owned by American Equity Investment Life Holding Co. (NYSE: AEL). Headquartered in West Des Moines, Iowa, the firm provides retirement products and investment advisory services to insurance company portfolios. | Chief Investment Officer | 01/02/2009 |
Anciens postes connus de Jeffrey Lorenzen
| Sociétés | Poste | Fin |
|---|---|---|
American Equity Advisors, Inc.
 American Equity Advisors, Inc. Investment ManagersFinance Founded in 2009, American Equity Advisors, Inc. is a registered investment advisor located in West Des Moines, Iowa. The firm is a subsidiary of American Equity Investment Life Holding Co. They primarily provide investment advice to clients that are insurance companies. | President | 27/08/2014 |
| WEST BANCORPORATION, INC. | President | 07/01/2009 |
Miles Capital, Inc.
 Miles Capital, Inc. Investment ManagersFinance Founded in 1982 by David Miles, Miles Capital, Inc. is a registered investment advisor located in West Des Moines, Iowa. The firm was formerly known as WB Capital Management. Miles Capital is a wholly-owned subsidiary of Miles Capital Holdings, Inc. Miles Capital provides investment management services to insurance companies, institutions, municipalities and government agencies, foundations and endowments, retirement plans and individual investors. | President | 31/12/2005 |
| Investors Management Group, Inc. | President | - |
| ░░ ░░░░░░░ ░░░░░░░░░░░ ░░░░ | ░░░░░░░░░ | - |
Formation de Jeffrey Lorenzen
| Drake University | Masters Business Admin |
| University of Iowa | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 2 |
|---|---|
| AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY | Finance |
| WEST BANCORPORATION, INC. | Finance |
| Entreprise privées | 10 |
|---|---|
Statesman Group, Inc.
 Statesman Group, Inc. Life/Health InsuranceFinance Part of CNO Financial Group, Inc., Statesman Group, Inc. is a life insurance concern. The private company is based in Des Moines, IA. Statesman Group was acquired by Conseco Capital Partners II LP on September 30, 1994 for $333.98 million. | Finance |
WB Capital Management, Inc.
 WB Capital Management, Inc. Investment ManagersFinance WB Capital Management, Inc. provides portfolio management services to individual investors, municipalities, government agencies, retirement plans, corporations, foundations and endowments. The company was founded on October 1, 2003 and is headquartered in West Des Moines, IA. | Finance |
American Equity Investment Life Insurance Co.
American Equity Investment Life Insurance Co. Insurance Brokers/ServicesFinance American Equity Investment Life Insurance Co. provides equity-indexed annuities and life insurance products with an emphasis on the sale of index and fixed rate annuities. The firm's services include fixed annuities with interest tied to an external equity or bond index. The company was founded in December 1995 and is headquartered in West Des Moines, IA. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
Goodwill Industries of Central Iowa
Goodwill Industries of Central Iowa Specialty StoresRetail Trade Goodwill Industries of Central Iowa is a non-profit organization that operates thrift stores to generate funds for their mission. The private company is based in Des Moines, IA. The company gives items a second chance by reselling them in their stores. The company was founded by Jeffrey L. Black. | Retail Trade |
Miles Capital, Inc.
Miles Capital, Inc. Investment ManagersFinance Founded in 1982 by David Miles, Miles Capital, Inc. is a registered investment advisor located in West Des Moines, Iowa. The firm was formerly known as WB Capital Management. Miles Capital is a wholly-owned subsidiary of Miles Capital Holdings, Inc. Miles Capital provides investment management services to insurance companies, institutions, municipalities and government agencies, foundations and endowments, retirement plans and individual investors. | Finance |
American Equity Advisors, Inc.
American Equity Advisors, Inc. Investment ManagersFinance Founded in 2009, American Equity Advisors, Inc. is a registered investment advisor located in West Des Moines, Iowa. The firm is a subsidiary of American Equity Investment Life Holding Co. They primarily provide investment advice to clients that are insurance companies. | Finance |
| Investors Management Group, Inc. | |
American Equity Investment Life Insurance Co. (Invt Port)
American Equity Investment Life Insurance Co. (Invt Port) Investment ManagersFinance American Equity Investment Life Insurance Co. (Investment Portfolio) (AEILI-IP) is the investment portfolio division of American Equity Investment Life Insurance Co., owned by American Equity Investment Life Holding Co. (NYSE: AEL). Headquartered in West Des Moines, Iowa, the firm provides retirement products and investment advisory services to insurance company portfolios. | Finance |
| CFA Society of Iowa, Inc. |
