DLFreelancer profile translated to English.
Back to original languageAbout Dustin
Dustin Lochead, CFA® – Expert in Financial Analysis, Wealth Structuring & Capital Market Strategy
For over 16 years, I have been intensively involved with capital markets and the entire value chain of asset management – from accounting and auditing to strategic wealth building and portfolio management.
My expertise is based on a solid education at the Frankfurt School of Finance & Management and the internationally recognized Chartered Financial Analyst (CFA®). Through positions at PwC and KPMG, I have in-depth knowledge of accounting, fund auditing, and financial analysis.
Today, with SparringPart, I support private individuals, entrepreneurs, and organizations in holistically understanding and strategically implementing financial decisions – from cash flow planning and investment structures to individual wealth strategy.
German
Native or bilingual
English
Native or bilingual
Can work on-site
Frankfurt am Main (up to 50km)
Experience
- SparringPartWealth ManagementCONSULTING AND AUDITSMay 2019 - Today (7 years and 1 month)Oberursel, HE, GermanyAsset & Wealth Management• Wealth Planning• Wealth Building• Wealth Protection• Portfolio Management• Transaction Advisory
- PricewaterhouseCoopers GmbHSenior ConsultantCONSULTING AND AUDITSJuly 2014 - September 2018 (4 years and 2 months)Frankfurt, GermanyAsset & Wealth Management• Annual financial statement audit of investment assets• Annual financial statement audit of capital management companies• Annual financial statement audit of real estate project developers• Advisory on accounting and valuation of investments (HGB, KAGB, IFRS)• Internal Audit
- KPMG Luxembourg S.à.r.l.AccountantCONSULTING AND AUDITSJuly 2013 - May 2014 (10 months)Stadt Luxemburg, LuxembourgAccounting & Advisory• Accounting for banks and financial and real estate holding companies• Advisory on accounting and corporate law matters• Preparation of monthly and annual financial statements• Audit of investment assetsPrivate Equity• Audit of North American and Asia-Pacific private equity funds• Analysis of fund managers regarding history, organization, and track record• Quantitative analysis of secondary market transactions
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Education
- Chartered Financial Analyst®CFA InstituteChartered Financial Analyst®
- Bachelor of Science (B.Sc.)Frankfurt School of Finance & ManagementBachelor of Science (B.Sc.)