Craig Walling Email & Phone Number
President, Integrity Wealth @ Integrity
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Craig Walling Location
- New York, NY, US
Craig Walling Work
- 2024 -now President, Integrity Wealth @
- 2019 -2024 Managing Director, Private Equity Performance Improvement @
- 2015 -2024 Managing Director @
- 2012 -2015 Chairman and CEO, UBS Trust Company N.A. @
- 2007 -2015 Chairman and CEO @
- 2009 -2014 Chairman @ Chairman of the Board, UBS AG Canada
- 2009 -2013 Co-Head Wealth Management Americas, International Division @
- 2006 -2007 Chief Operating Officer @ Global Wealth Management Partners
- 2003 -2005 CEO @ US Trust Company N.A.
- 2002 -2003 CEO Charles Schwab Europe @
- 2001 -2002 President @ ZonaFinanciera.com
- 1991 -2000 Managing Director @ Citibank Global Consumer
- 1986 -1990 Senior Vice President @ Citibank Florida
- 1980 -1986 Senior Vice President @ Citibank Retail Services
- 1976 -1980 Assistant Vice President @ Central Trust Company
Craig Walling Education
- University of Cincinnati
BS (Economics)
1971-1975
Craig Walling Skills
- Wealth Management
- Portfolio Management
- Equities
- Securities
- Mutual Funds
- Investments
- Asset Managment
- Investment Advisory
- Alternative Investments
- Asset Allocation
- Series 7
- Banking
- Hedge Funds
- Fixed Income
- Series 24
- Series 66
- Mergers & Acquisitions
- Capital Markets
- Financial Services
- Private Equity
- Investment Strategies
- Asset Management
- Investment Banking
- Credit
- Executive Management
- Financial Risk
- Risk Management
- Strategic Financial Planning
- Bloomberg
- Financial Markets
- Series 63
- Wealth Management Services
- Bonds
- Emerging Markets
- Financial Advisory
- Private Banking
- Derivatives
- Structured Products
- Valuation
- Financial Planning
- Structured Finance
- Trading
- Social Media
- Project Management
- Leadership
- Business Development
- Public Speaking
- Research
- Mergers and Acquisitions
- RIA
- Management
Craig Walling Summary
- Craig Walling, based in New York, NY, US, is currently a President, Integrity Wealth at Integrity Marketing Group LLC. Craig Walling brings experience from previous roles at Alvarez & Marsal and UBS Trust Company NA. Craig Walling holds a 1971 - 1975 BS in Economics @ University of Cincinnati. With a robust skill set that includes Wealth Management, Portfolio Management, Equities, Securities, Mutual Funds and more. Craig Walling has 2 emails and 3 mobile phone numbers on RocketReach.
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Steven Williams
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