William Oberg, Ctp Email and Phone Number
William Oberg, Ctp work email
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William Oberg, Ctp personal email
Highly accomplished Financial Services Management Leader, CTP, with a successful record of promotion to positions of greater responsibility in global Commercial Banking and Wealth Management Corporations. Recognized for expertise in Treasury & Risk Management, Client Service Operations & Relationship Management, and respected as subject matter expert for Cash Management and Data Management Operations & Systems. Known as a collaborative leader, team builder and mentor with excellent communication, presentation, problem solving and client relations skills who delivers timely business results and finds creative, risk-based solutions.CORE STRENGTHS / EXPERTISE● Global Commercial Banking & Wealth Management ● Collaborative Leader, Team Builder & Mentor● Corporate Treasury, Cash Management Leadership ● Excellent Presentation & Communication Skills● Payment Risk Management & Reporting Guidelines ● Expert Problem Solving & Risk-Based Solutions● Subject Matter Expert in Data Operations & Systems ● Advent (APX, Moxy, Revenue Center)● Client Service Operations & Relationship Management ● Proprietary Custody & Accounting Platforms
Wells Fargo
View- Website:
- wellsfargo.com
- Employees:
- 205138
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Lead Operational Risk Officer, Vice President, Fiduciary And Investment Risk OversightWells FargoMarshfield, Ma, Us
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Lead Operational Risk Officer, Vice President, Fiduciary & Investment Risk OversightWells Fargo Feb 2023 - PresentSan Francisco, California, Us
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Operational Risk Senior Associate, Fiduciary & Investment Risk OversightWells Fargo Apr 2020 - Feb 2023San Francisco, California, Us
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Vice President, Risk Management, Commercial BankingSantander Bank, N.A. Mar 2016 - Apr 2020Boston, Ma, Us● Managed and executed Risk & Control Self Assessment program for Cash Management product suite● Created and maintained Payments Risk Management & Reporting Guidelines● Key stakeholder for internal/external audits and regulatory exams for Payments Risk● Co-Leader of remediation efforts to ensure compliance with regulatory guidance● Recognized as team subject matter expert for Cash Management Product Suite -
Cash Management Proposal Manager, Transaction BankingSantander Bank, N.A. Mar 2016 - Oct 2016Boston, Ma, Us● Managed organization, creation, and delivery of Bank responses to Cash Management Requests for Proposal● Led cross-disciplinary deal screens for prospective customers ● Compiled & organized reporting materials for weekly Cash Management Sales Reviews● Created streamlined process to generate Cash Management proposals to improve response time
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Client Service Operations - OfficerState Street 2014 - 2016Boston, Massachusetts, Us● Client Service Operations First-Line Manager – Advent and Custody ● Managed operational risk items for clearance and executive management reporting● Centralized Held-at-Source process and managed reporting and tracking● Centralized offshore & onshore client service operational functions project -
Senior Client Service Associate, Advent Outsourcing, Wealth Manager ServicesState Street 2013 - 2014Boston, Massachusetts, Us● Performed daily reconciliation between State Street custody applications, ex-custody client accounts and Advent● Represented client service team in LEAN initiatives for Advent reconciliation● Provided daily oversight of processes performed by the client service team associates● Collaborated in testing and implementation of client upgrade of Advent applications
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Senior Client Service Associate, Family Office, Wealth Manager ServicesState Street 2011 - 2013Boston, Massachusetts, Us● Prepared and completed daily management reporting to maintain a risk averse environment● Trained clients on new State Street Wealth Management web portal and Cash Processing software● Created template using Excel to streamline instruction process for cash processing centralized team
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Client Service Associate, Family Office, Wealth Manager ServicesState Street 2009 - 2011Boston, Massachusetts, Us● Performed daily monitoring and processing for client accounts including reconciliation, cash processing, account opening and closing, account maintenance and ad hoc client reporting requests● Developed relationships with new operational areas during organizational outsourcing effort● Collaborated in Wealth Manager Services Process Improvement Program and led successful implementation of cross-training initiative to improve the overall client experience
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Data Management Operations Specialist, Global ServicesState Street 2006 - 2009Boston, Massachusetts, Us● Provided daily monitoring and tolerance reporting for asset set-up and pricing on SEI● Served as team liaison for Investor’s Bank/State Street Bank merger● Developed and implemented best practices during merger with IBT including the merger of each SEI databases● Recognized as subject matter expert for SEI custody database
William Oberg, Ctp Skills
William Oberg, Ctp Education Details
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Bridgewater State UniversityAnd Related Support Services -
Williston Northampton School
Frequently Asked Questions about William Oberg, Ctp
What company does William Oberg, Ctp work for?
William Oberg, Ctp works for Wells Fargo
What is William Oberg, Ctp's role at the current company?
William Oberg, Ctp's current role is Lead Operational Risk Officer, Vice President, Fiduciary and Investment Risk Oversight.
What is William Oberg, Ctp's email address?
William Oberg, Ctp's email address is wi****@****nder.us
What schools did William Oberg, Ctp attend?
William Oberg, Ctp attended Bridgewater State University, Williston Northampton School.
What skills is William Oberg, Ctp known for?
William Oberg, Ctp has skills like Customer Service, Microsoft Excel, Banking, Microsoft Word, Risk Management.
Who are William Oberg, Ctp's colleagues?
William Oberg, Ctp's colleagues are Chandan Kumar, Shea Kondrat, Kristina Legalley, Sarah Hazelton, Alexander Chan, Cams, Csm, William Lucas, Chelsea Fägner.
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