David W. Mize

CAPTRUST

Dallas, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Present

@CAPTRUST

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SKILLS

Financial AdvisoryHealth InsuranceProgram ManagementTreasury ManagementGeneral AviationWealthBusiness Process ImprovementStrategySuccession PlanningTrainingFinancial PlanningBusiness-to-Business (B2b)Strategic PlanningChange ManagementEmployee BenefitsFinancial AnalysisPrivate Wealth ManagementRetirement Income StrategiesInsuranceProject ManagementTeam BuildingManagementBankingRisk ManagementWealth Management ServicesHealthcare Information TechnologyRetirementStrategic Financial PlanningRetirement PlanningBusiness AnalysisNon-Profit AdministrationFinancial ServicesWealth ManagementHealthcare ManagementBusiness PlanningBenefits AdministrationLeadershipInvestment AdvisoryTeam LeadershipInvestments

ABOUT DAVID W. MIZE

I am a Vice President at CAPTRUST, a nationally recognized wealth management and…

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