David Louie Email & Phone Number
Partner - Wealth @ Pallas Capital
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David Louie Location
- Sydney, NSW, AU
David Louie Work
- Partner - Wealth @ (November 2022 - Present)
- Governance Board @ (November 2017 - Present)
- Principal Consultant @ Chabod Consulting (June 2019 - Present)
- NSW State Director @ (April 2022 - February 2026)
- Director, Family Offices @ (July 2018 - June 2024)
- Relationship Manager - Family Offices @ (June 2019 - July 2020)
- Head of Distribution @ (August 2018 - June 2019)
- Relationship Manager and Backing Vocals and Air Drums @ Triple A Partners (June 2017 - July 2018)
- Co - Chair, Financial Strategy Working Group @ (July 2014 - July 2018)
- Consultant, Lidis Development Partners, Family Office @ (November 2017 - June 2018)
- Strategic Advisor @ The Global Cancer Research & Commercialisation Fund (January 2016 - January 2018)
- Senior Manager - Sales @ Ascalon Capital (September 2014 - May 2017)
- Relationship Manager @ Triple A Partners - Australia (December 2010 - August 2014)
- Associate Director, Marketing and Distribution @ Asia Pacific Asset Management (January 2009 - April 2010)
- Relationship Mgr - Sydney @ (January 2008 - January 2008)
- National Sales Manager @ (January 2003 - January 2008)
- Chairmans Club Advisor @ AM Corporation (January 2000 - January 2002)
- Founder and Chief Operating Officer @ ecruit.com (January 1999 - January 2000)
- Business Development Associate, NSW @ (January 1998 - January 1999)
- Client Relations @ corpTEL (January 1996 - January 1998)
David Louie Skills
- Credit
- Competitive Analysis
- Asset Managment
- Strategic Alliances
- Wealth Management Services
- Investments
- Hedge Funds
- Thought Leadership
- Alternative Investments
- Investment Advisory Services
- Portfolio Management
- Equities
- Derivatives
- Asset Management
- Financial Services
- Fixed Income
- Relationship Management
- Securities
- Mutual Funds
- Strategy
- Hedging
- Currency
- Investment Strategies
- Institutional Investments
- Commodity
- Emerging Markets
- Asset Allocation
- Wealth Management
- Investment Advisory
- Funding
- Financial Markets
- Fund Of Funds
- Investment Management
- Structured Products
- ETFs
- Private Equity
- Options
- Pension Funds
- Bonds
- Capital Markets
- Financial Advisory
- Equity Research
- Public Speaking
- Sales
- Marketing
- Management
David Louie Summary
- David Louie, based in Sydney, NSW, AU, is currently a Partner - Wealth at Pallas Capital. David Louie brings experience from previous roles at Major Domus Family Office, Chabod Consulting, Australian Federation Party and Keiretsu Forum. With a robust skill set that includes Credit, Competitive Analysis, Asset Managment, Strategic Alliances, Wealth Management Services and more. David Louie has 3 emails and 13 mobile phone numbers on RocketReach.
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