David Mauzey

David serves as the Chief Operating Officer of Level Four Group, LLC, where he leads the firm’s technology vision and operational strategy. He is responsible for helping execute on the Level Four vision of “Changing the Future of Financial Advice” ensuring a seamless, personalized experience for clients as well as the advisors and agents the firm supports.

David is obsessed with finding the right combination of modern, forward-thinking technology, efficient operational processes and seamless integration that simplify the lives of the client and internal stakeholders. He is passionate about removing the burden of administration across the organization; freeing time up to allow the team to focus on the development of a more personalized, meaningful client relationship. David seeks collaboration to help gain an intimate understanding of the challenge enabling the development of a meaningful, usable solution.

Having been exposed to a wide range of roles in operations, technology, and go-to-market, David has a tremendous amount of appreciation for the challenges and synergies needed across the organization. He leverages three primary tenants to help drive value in the organization: (1) he seeks collaboration to help him gain perspective resulting in creating a usable solution, (2) he understands the importance of execution resulting in on-time, on-scope, on-budget deliveries, (3) he has a passion for continuously improving any and all processes ensuring we are never satisfied with the current state.