Chairman and CEO, UBS Trust Company N.A. @ (December 2012 - July 2015)
Chairman and CEO @ (February 2007 - July 2015)
Co-Head Wealth Management Americas, International Division @ (December 2009 - September 2013)
Chairman @ Chairman of the Board, UBS AG Canada (December 2009 - August 2014)
Chief Operating Officer @ Global Wealth Management Partners (April 2006 - February 2007)
CEO @ US Trust Company N.A. (November 2003 - November 2005)
CEO Charles Schwab Europe @ (January 2002 - January 2003)
President @ ZonaFinanciera.com (April 2001 - May 2002)
Managing Director @ Citibank Global Consumer (January 1991 - January 2000)
Senior Vice President @ Citibank Florida (January 1986 - January 1990)
Senior Vice President @ Citibank Retail Services (June 1980 - May 1986)
Assistant Vice President @ Central Trust Company (May 1976 - October 1980)
Craig Walling Education
University of Cincinnati
BS (Economics)
1971-1975
Craig Walling Skills
Alternative Investments
Asset Allocation
Asset Management
Asset Managment
Banking
Bloomberg
Bonds
Business Transformation
Capital Markets
Communication
Credit
Cultural Sensitivity
Derivatives
Emerging Markets
Equities
Executive Management
Financial Advisory
Financial Markets
Financial Planning
Financial Risk
Financial Services
Fixed Income
Growth Strategies
Hedge Funds
Infrastructure Consolidation
Investment Advisory
Investment Banking
Investment Strategies
Investments
Mergers & Acquisitions
Mutual Funds
Portfolio Management
Private Banking
Private Equity
Risk Management
Securities
Series 24
Series 63
Series 66
Series 7
Strategic Financial Planning
Structured Finance
Structured Products
Trading
Valuation
Wealth Management
Wealth Management Services
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 Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking and more. Craig Walling has 2 emails and 3 mobile phone numbers on RocketReach.
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