William Oberlies Email & Phone Number
Senior Vice President, Senior Relationship Manager, Wealth Management @ Cambridge Trust Company
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William Oberlies Location
- Boston, MA, US
William Oberlies Work
- Senior Vice President, Senior Relationship Manager, Wealth Management @ (July 2022 - Present)
- Senior Vice President, Director of Business Management, Wealth Management @ (August 2018 - June 2022)
- Wealth Management Consultant @ (January 2018 - August 2018)
- National Director of Trust and Fiduciary Services @ (October 2014 - April 2017)
- Chief Operating Officer and Chief Financial Officer of Wealth Management and Trust @ (January 2008 - October 2014)
- Vice President of Investment Management and Trust @ (April 2004 - December 2007)
- Financial Analyst @ (May 2000 - October 2003)
- Trading: Short Term Trading Desk @ (April 1994 - May 2000)
William Oberlies Education
- Villanova University
Bachelor's Degree (Bachelor of Science in Business Administration)
- The Tuck School of Business at Dartmouth
Executive Program (Leadership and Strategic Impact)
- CFA Institute
Chartered Financial Analyst Designation
William Oberlies Skills
- Asset Management
- Banking
- Equities
- Finance
- Financial Analysis
- Financial Modeling
- Financial Services
- Fixed Income
- Investment Management
- Investments
- Mutual Funds
- Portfolio Management
- Relationship Building
- Risk Management
- Trading
- Wealth Management
William Oberlies Summary
- William Oberlies, based in Boston, MA, US, is currently a Senior Vice President, Senior Relationship Manager, Wealth Management at Cambridge Trust Company. William Oberlies brings 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 Asset Management, Banking, Equities, Finance, Financial Analysis and more. William Oberlies has 1 emails on RocketReach.
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