William Surtees

William Surtees

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Finance
Commercial Services
Consumer Services

Profil

Mr. William Surtees is Partner at Fisco LLC.
Mr. Surtees has over 20 years experience in wealth management and marketing consulting.
Prior to joining FISCO, he worked with high net worth individuals and institutions as a broker with Alex Brown & Sons (kna Deutsche Bank Alex Brown) and Donaldson, Lufkin and Jenrette (kna Credit Suisse DLJ).
Previously, he was an account supervisor with Warwick Advertising in NY and Leo Burnett Company, Inc. of Chicago.
Mr. Surtees grew up in England and was educated at Rugby School, Warwickshire and at the University of Oxford.
He was the 1972-73 and 1975-81 World Champion of Racquets.

Ehemalige bekannte Positionen von William Surtees

UnternehmenPositionEnde
Corporate Officer/Principal -
Alex. Brown & Sons, Inc. Corporate Officer/Principal -
Donaldson, Lufkin & Jenrette Securities Corp. Corporate Officer/Principal -
Portfolio Manager-Fixed Income 10.07.2009
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Ausbildung von William Surtees

University of Oxford Undergraduate Degree

Erfahrungen
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Unternehmensverbindungen

Private Unternehmen4

Finance

Alex. Brown & Sons, Inc.

Finance

Donaldson, Lufkin & Jenrette Securities Corp.

Finance

Commercial Services

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