David Lumer Acsi

David Lumer ACSI is an experienced leader in compliance and financial services transformation, currently serving as the Director of CASS at Freetrade since February 2021, overseeing all CASS compliance matters in a rapidly growing business. Prior to this role, David worked as a Freelance Project Manager, Business Analyst, Transformation and CASS Specialist at DAL Consulting, specializing in impactful change within financial services. David's extensive career includes significant positions at Credit Suisse, where responsibilities included leading transformation initiatives, managing client assets compliance programs, and driving operational efficiency through Lean Six Sigma methodologies. David's career commenced at Bankers Trust Company, where responsibilities encompassed operations management and support for equity derivative settlements and structured note issuance. Educational background includes studies at Gable Hall and recognition from The Chartered Institute for Securities & Investment (The CISI).