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DL

David W Lum

Managing Director @Sageview Advisory Group

Honolulu County, HI, US

EMAILS

d•••@sageviewadvisory.com

MOBILE NUMBERS

+18•••••••91

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WORK HISTORY

Oct 2015 — Present

Managing Director @Sageview Advisory Group

EDUCATION

N/A

University of Hawaii at Manoa

Bachelor of Business Administration (BBA)

SKILLS

Investment Policy DevelopmentCapital MarketsDefined ContributionBankingAsset AllocationDue DiligenceDefined BenefitPortfolio ManagementMutual FundsErisaFiduciary ConsultingWealth ManagementManager Selection

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ABOUT DAVID W LUM

Managing Director at SageView Advisory Group

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