Lee Martin, Cfa
About Lee Martin, Cfa
Lee Martin, CFA, serves as the Vice President of Private Placement Sourcing & Trading at Mutual of Omaha, a position he has held since 2015. He has over seven years of experience in various roles at Mutual of Omaha, including Director of Credit Risk Management and Securities Analyst.
Current Role at Mutual of Omaha
Lee Martin serves as the Vice President of Private Placement Sourcing & Trading at Mutual of Omaha. He has held this position since 2015, contributing to the company's strategic initiatives in private placements and trading operations. His role involves overseeing sourcing efforts and managing trading activities to enhance the company's investment portfolio.
Previous Experience at Mutual of Omaha
Lee Martin has a substantial history with Mutual of Omaha, where he worked in various capacities. He began as a Securities Analyst from 2008 to 2010, followed by a promotion to Senior Securities Analyst from 2010 to 2012. He then advanced to Director of Credit Risk Management from 2012 to 2015, where he focused on assessing and managing credit risks within the organization.
Education and Expertise
Lee Martin earned a Bachelor of Science degree in Business Administration with minors in Psychology and Political Science from the University of Nebraska-Lincoln, completing his studies from 2002 to 2006. He furthered his education by obtaining an MBA in Finance from the same institution, studying from 2006 to 2008. His educational background supports his expertise in finance and investment management.
Background
Lee Martin has a strong foundation in finance and risk management, developed through his academic and professional experiences. His tenure at Mutual of Omaha spans over a decade, during which he has gained extensive knowledge in securities analysis, credit risk management, and private placement trading.