Stephanie Oberlie
President @Harbour Trust Company
Michigan City, IN, US
EMAILS
s•••••••@harbourtrust.com
MOBILE NUMBERS
+12•••••••34
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WORK HISTORY
Jun 2018 — Present
President @Harbour Trust Company
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Michigan City, IN, US
EDUCATION
1990 — 1994
Ball State University
Bachelor of Arts
SKILLS
Financial AdvisoryLeadership DevelopmentCash ManagementPrivate BankingNonprofitsPersonal Trust AdministrationAsset ManagementStrategic PlanningFinancial PlanningInvestmentsEstate PlanningCreditManagementWealth ManagementCommercial BankingInvestment ManagementLeadershipFinancial AnalysisTrust ServicesLife InsuranceFinanceGift PlanningEmployee BenefitsRetirementStrategic Financial PlanningLong-Term CareCommercial LendingPersonal FinanceTrust ManagementFinancial PlannersPortfolio ManagementLoansBankingMutual Funds
ABOUT STEPHANIE OBERLIE
Specialties: Tax planning, gift planning, estate planning, business succession planning…
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