William Conn is a Managing Director and Certified Financial Planner in the Private Wealth Management division of Deutsche Bank’s San Francisco office. He is a 23-year veteran of the securities industry with various portfolio management and corporate service experience. Prior to joining Deutsche Bank, Mr. Conn was a Vice President at Smith Barney. Mr. Conn’s clients include owners of privately held companies, corporate executives of public companies, and high-net-worth individuals whose investment needs require sophisticated strategies to realize their financial goals. Due to Mr. Conn’s extensive work in the corporate services market, he has an expertise in the use of equity derivatives. Mr. Conn is a graduate of the University of California at Los Angeles with a degree in Economics.
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