David Mize's Location
Dallas, TX, US
David Mize's Work
- Vice President @ CAPTRUST
- Relationship Manager @ South Texas Money Management (Now CAPTRUST)
- Personal Financial Consultant @ Zeiders Enterprises, Inc.
- CERTIFIED FINANCIAL PLANNER(TM) @ Mustang Wealth Management Advisors, LLC
- Chief Financial and Information Officer @ Synergy Orthotics Prosthetics
- Executive Director for Development @ University of North Texas
- Director of Corporate Development @ Easterseals
- Vice President @ Bank of America
- Captain @ United States Air Force
David Mize's Education
- Southern Methodist University
Professional Certificate Program (Certificate in Financial Planning)
2007 - 2009 - Embry-Riddle Aeronautical University
MBA (Aviation Management)
1987 - 1989 - University of North Texas
BS (Economics)
1979 - 1982
- The University of Dallas
Pre-law
1978 - 1979
David Mize's Skills
- Financial Planning
- Wealth Management
- Retirement Income Strategies
- Private Wealth Management
- Health Insurance
- Business Planning
- Employee Benefits
- Benefits Administration
- Planned Giving
- Non Profit Administration
David Mize's Summary
David Mize, based in Dallas, TX, US, is currently a Vice President at CAPTRUST, bringing experience from previous roles at South Texas Money Management, Zeiders Enterprises, Inc., Mustang Wealth Management Advisors, LLC and Synergy Orthotics and Prosthetics, LLC. David Mize holds a 2007 - 2009 Professional Certificate Program in Certificate in Financial Planning @ Southern Methodist University. With a robust skill set that includes Financial Planning, Wealth Management, Retirement Income Strategies, Private Wealth Management, Health Insurance and more, David Mize contributes valuable insights to the industry. David Mize has 4 emails and 1 mobile phone number on RocketReach.
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