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William Therlin Email & Phone Number
Private Banker
at
DNB Carnegie
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Private Banker
Location
Zurich, Switzerland
Company size
Who is William Therlin? Overview
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Quick answer
William Therlin is listed as Private Banker at DNB Carnegie, a with 598 employees, based in Zurich, Switzerland. AeroLeads shows a matched LinkedIn profile for William Therlin.
William Therlin previously worked as Vice President | Client Adviser at Rothschild & Co and Associate | Investment & Portfolio Adviser at Rothschild & Co. William Therlin holds Msc Economics & Strategy For Business, Distinction from Imperial College London.
Company email context
Email format at DNB Carnegie
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DNB Carnegie
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Profile bio
About William Therlin
William Therlin is a Private Banker at DNB Carnegie. They is proficient in German and English.
Current workplace
William Therlin's current company
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Dnb Carnegie
8 roles
William Therlin work experience
A career timeline built from the work history available for this profile.
Vice President | Client Adviser
- Providing top-quality services to valued clients across multiple jurisdictions (e.g., UK, Nordics) at Rothschild & Co Wealth Management Switzerland.
Associate | Investment & Portfolio Adviser
- Tailored investment advice and portfolio management across all asset classes and currency majors- Collaboration with Client Advisers to provide investment advice to international clients in multiple jurisdictions- Frequent client meetings/calls to e.g., portfolio reviews, investment ideas, macro updates- Client retention & pitching activities (support NNA growth)- Writing thematic investment publications with implementation vehicles e.g., Cybersecurity, behavioral finance, AI, dividend investing, Silver Economy- Frequent contributor and presenter in weekly investment meeting across global offices
Executive | Investment & Portfolio Adviser
Apr 2019 - Apr 2021
Investment & Portfolio Adviser
Mar 2018 - Apr 2019
Financial Accountant
- Managed and distributed daily profitability analysis to senior management- Managed the regulatory reporting portfolio- Optimized the regulatory reporting process
Aug 2017 - Mar 2018
Key Account Manager Travel Retail (Emea & India)
- Led global sales in 20+ stores in 10+ countries e.g. India, Russia, UAE, Portugal- Strategic development and optimization of new and existing POS- Executed global Travel Retail/Brand strategies- Analysed retail KPI´s and executed strategic actions to improve performance- Led trainings e.g. workshops & presentations
Feb 2015 - Oct 2016
Private Customer Advisor
During two summers in the Stockholm region.- Provided front office customer services- Hosted seminars to promote banking services and enhance customer knowledge - Executed projects to increase customer loyalty- Cash Management
Jun 2013 - Aug 2014
4 education records
William Therlin education
Msc Economics & Strategy For Business, Distinction
Bachelor Of Science (Bsc), Business And Economics, Gpa 3.90/4.0
Bachelor Of Science (Bsc), Business & Economics, Exchange Semester, Gpa 3.82/4.0
Introduction To Corporate Finance
FAQ
Frequently asked questions about William Therlin
Quick answers generated from the profile data available on this page.
What company does William Therlin work for?
William Therlin works for DNB Carnegie.
What is William Therlin's role at DNB Carnegie?
William Therlin is listed as Private Banker at DNB Carnegie.
Where is William Therlin based?
William Therlin is based in Zurich, Switzerland while working with DNB Carnegie.
What companies has William Therlin worked for?
William Therlin has worked for Dnb Carnegie, Rothschild & Co, Hugo Boss, and Handelsbanken.
How can I contact William Therlin?
You can use AeroLeads to view verified contact signals for William Therlin at DNB Carnegie, including work email, phone, and LinkedIn data when available.
What schools did William Therlin attend?
William Therlin holds Msc Economics & Strategy For Business, Distinction from Imperial College London.
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