William Oberlies Email & Phone Number
Senior Vice President, Senior Relationship Manager @ Cambridge Trust Company
William Oberlies's Location
Boston, MA, US
William Oberlies's Work
- Senior Vice President, Senior Relationship Manager @ Cambridge Trust Company
- Director of Business Management @ Cambridge Trust Company
- Wealth Management Consultant @ Cambridge Trust Company
- National Director of Trust and Fiduciary Services @ Boston Private
- Chief Operating Officer and Chief Financial Officer of Wealth Management and Trust @ Boston Private
- Vice President of Investment Management and Trust @ Boston Private
- Financial Analyst @ Prevision Marketing
- Trading: Short Term Trading Desk @ State Street
William Oberlies's Education
- Villanova University
Bachelor's Degree (Bachelor of Science in Business Administration)
- Dartmouth College - The Tuck School of Business at Dartmouth
Executive Program (Leadership and Strategic Impact)
- CFA Institute
Chartered Financial Analyst Designation
William Oberlies's Skills
- Portfolio Management
- Asset Management
- Investments
- Financial Analysis
- Finance
- Equities
- Investment Management
- Risk Management
- Financial Services
- Fixed Income
William Oberlies's Summary
William Oberlies, based in Boston, MA, US, is currently a Senior Vice President, Senior Relationship Manager at Cambridge Trust Company, bringing experience from previous roles at Cambridge Trust Company and Boston Private Bank & Trust Company. William Oberlies holds a Bachelor's Degree in Bachelor of Science in Business Administration @ Villanova University. With a robust skill set that includes Portfolio Management, Asset Management, Investments, Financial Analysis, Finance and more, William Oberlies contributes valuable insights to the industry. William Oberlies has 2 emails on RocketReach.
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