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This profile was last updated on 2/18/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mrs. Stephanie K. Oberlie

Wrong Stephanie K. Oberlie?

Senior Vice President and Trust O...

Phone: (219) ***-****  HQ Phone
Email: s***@***.com
Harbour Trust & Investment Management Co
1024 N Karwick Rd
Michigan City, Indiana 46360
United States

Company Description: When Harbour Trust was established in 1997; the principles and officers were already able to offer more than 100 years of combined experience in trust and financial...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • Ball State University
17 Total References
Web References
Management Profile | Harbour Trust
www.harbourtrust.com, 18 Feb 2014 [cached]
Stephanie K. Oberlie - Senior Vice President
...
Upon graduating from Ball State University in 1994, Stephanie began her career as a Personal Trust officer managing estates, trusts, investment accounts, retirement portfolios and non profit accounts. She studied for three years to earn her Certified Trust and Financial Advisor designation from Cannon Financial Institute. Each year it is her responsibility to maintain her certification by obtaining continuing education credits which furthers her knowledge in the areas of trust and estate planning, investment management, and tax planning. Today she is the director of the Trust and Estate division of Harbour Trust Company. Stephanie was born and raised in Michigan City and currently serves on several not-for-profit boards. As a young child her family instilled in her the importance of giving back to your community, as a result, this has become the cornerstone of her values. She is currently a board member of Michigan City Community Enrichment Corporation (MCCEC), Junior Achievement Advisory Board member, trustee for the Marquette High School Board of Limited Jurisdiction, and a member of the LaPorte County Unity Foundation Gold Key Society. She is also a past recipient of the Athena Award. Stephanie and her husband, George Adams, currently reside in Porter County.
...
Sue provides direct administrative support to Bob Rose, President, and Stephanie Oberlie, Vice-President, in serving the special needs of their clients.
LaPorte County Parks
www.laportecountyparks.org, 1 Aug 2013 [cached]
Stephanie Oberlie, Treasurer
Marquette Catholic High School -- Marquette Foundation
www.marquette-hs.org, 3 April 2011 [cached]
Mrs. Stephanie Oberlie '90 Adams Trust Officer
Marquette Catholic High School -- Board of Trustees
www.marquette-hs.org, 9 Sept 2010 [cached]
Ms. Stephanie Oberlie Secretary
Stephanie Oberlie, ...
uflc.net, 4 Dec 2011 [cached]
Stephanie Oberlie, Harbour Trust & Investment Management
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