William T. Oberlies
Senior Vice President and Senior Relationship Manager, Wealth Management at Cambridge Trust Company
- Role
- Senior Vice President, Senior Relationship Manager, Wealth Management at Cambridge Trust
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About William T. Oberlies
Professional who brings deep experience in leadership and strategic roles from within the Wealth Management division for a private bank. Has a consistent track record of establishing and maintaining an inclusive and collaborative team of experienced, senior professionals, working collectively for the benefit of clients and the business. Possesses ability to attract and retain key talent with success achieving positive outcomes. Shows leadership by respecting differences of opinions while building consensus and trust. Solves problems to promote profitability, tying together the tactical and strategic dimensions. Communicates effectively with clients, prospects, boards of directors, senior management, staff and regulators.
Experience
Senior Vice President, Senior Relationship Manager, Wealth Management
Jul 2022 — Present · Boston, MA, US
Education
Villanova University
Bachelor's Degree
CFA Institute
Chartered Financial Analyst Designation
Dartmouth College - The Tuck School of Business at Dartmouth
Executive Program
Skills
- Finance
- Portfolio Management
- Banking
- Mutual Funds
- Risk Management
- Equities
- Wealth Management
- Trading
- Financial Modeling
- Investments
- Fixed Income
- Investment Management
- Asset Management
- Financial Analysis
- Financial Services
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