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Eglė Surplienė, Wealth manager

Eglė is a chartered financial planner and an excellent process coordinator. Thanks to her knowledge of the Lithuanian legal and tax base, she can easily come up with the individual solutions to complicated matters. Eglė has built up this knowledge and experience over 20 years of hard work on the Lithuanian financial market.

Areas of expertise Education
Financial planning, Behavioral finance
Legal and tax issues
Insurance
Project management
1985 Economist-Mathematician diploma,
Faculty of Economical Cybernetics and
Finance, Vilnius University
Experience Memberships and Certificates
2006-2009 Wealth manager at AB bank „Finasta“
2005-2006 Project manager at UAB „Zabolis ir partneriai“
1999-2005 Commissioner at Lithuanian Securities Commission
1995-1999 Project Manager at UAB FMI „Vilfima“
1993-1995 Chief Specialist in Market Supervision department
at Lithuanian Securities Commission
Financial planner exam passed, prepared
by The Chartered Insurance Institute
General Financial Broker license
Languages Hobbies
Lithuanian, English, Russian Mountain skiing, traveling, tulips

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