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
- 2022 -now Senior Vice President, Senior Relationship Manager, Wealth Management @
- 2018 -2022 Senior Vice President, Director of Business Management, Wealth Management @
- 2018 -2018 Wealth Management Consultant @
- 2014 -2017 National Director of Trust and Fiduciary Services @
- 2008 -2014 Chief Operating Officer and Chief Financial Officer of Wealth Management and Trust @
- 2004 -2007 Vice President of Investment Management and Trust @
- 2000 -2003 Financial Analyst @
- 1994 -2000 Trading: Short Term Trading Desk @
William Oberlies Education
- Villanova University
Bachelor's Degree (Bachelor of Science in Business Administration)
- Villanova University
- The Tuck School of Business at Dartmouth
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. William Oberlies has 1 emails on RocketReach.
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