David Lohei Email
Managing Director and Head of Dealing and Transfers @ ifsam S.A. - B2B Fund Platform
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David Lohei Location
- Kayl, LU
David Lohei Work
- Managing Director and Head of Dealing and Transfers @ (October 2025 - Present)
- Officer and Senior Officer and Director and Executive Director @ (March 2004 - October 2025)
- Transfer Agency @ (January 2002 - January 2004)
- Retail Banking @ (January 1998 - January 2002)
David Lohei Skills
- Transfer Agency
- Retail Banking
- Shareholder Services
- Fund Dealing
- Customer Support
- Mutual Funds
- Hedge Funds
- AML Risk Assessment
- Issue Management
- Team Leadership
- Financial Transactions
- AML/KYC Oversight
- Client Retention & Query Resolution
- Client-Onboarding
- Conflict Resolution
- Customer-Relationship-Management (CRM)
- Fund Operations Leadership
- Hedge Fund Dealing Leadership
- Incident & Error Management
- Investor Services Management
- Key-Account-Management
- Leadership & People Management
- Operational Risk Management
- Order Routing & Execution
- Regulatory Reporting & Audit
- Risk Assessment & Controls
- Team Empowerment & Delegation
- Transfer Agency / Shareholder Services
- Workflow Coordination & Optimization
David Lohei Summary
- David Lohei, based in Kayl, LU, is currently a Managing Director and Head of Dealing and Transfers at ifsam - International Fund Services & Asset Management S.A.. David Lohei brings experience from previous roles at ifsam - International Fund Services & Asset Management S.A., J.P. Morgan and ING. With a robust skill set that includes Transfer Agency, Retail Banking, Shareholder Services, Fund Dealing, Customer Support and more. David Lohei has 1 emails on RocketReach.
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