As Vice President and Chief Investment Officer, David manages, and monitors the company’s treasury, investments, capital markets and real estate while furthering Moss’ business development. David is a Certified Life Underwriter and a Chartered Financial Consultant. As a seasoned financial strategist, he has a love of taking on challenging projects, and has developed and implemented training, recruiting, recognition, and career development programs for financial planners and field management teams.

David earned his bachelor of science degree in marketing from Cameron University, and is a graduate of the Harvard Business School Executive PMD Program. In addition, David has a passion to serve others and is currently on the board of directors for Operation Lift HOPE and is a member of the Harvard Business School Alumni Association.