Operations Lead
David leads operations for Investors Preferred’s client services and special projects functional areas. His role is crucial in furthering the firm’s legacy of being intentional about building exceptional partnership, providing unparalleled service, staying nimble, and acting quickly.
He joined the firm in 2019 as a Senior Staff Accountant and was promoted to Operations Lead in 2022. Prior to Investors Preferred, he served as an accountant at Peoples Mortgage Company and analyst at New York Life Company.
David earned a bachelor’s in business administration, management, and operations from University of Arizona. His master’s in business administration and management is from the University of Phoenix.
Accounting Experience:
- Investors Preferred, 2019-present
- Peoples Mortgage Company, 2017-2019
- New York Life Company, 2012-2013
Education:
- Master’s in business administration and management, University of Phoenix, 2019
- Bachelor’s in business administration, management, and operations, University of Arizona, 2008
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