Craig Walling Email & Phone Number
President, Integrity Wealth @ Integrity
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Craig Walling Location
- New York, NY, US
Craig Walling Work
- President, Integrity Wealth @ (May 2024 - Present)
- Managing Director, Private Equity Performance Improvement @ (August 2019 - July 2024)
- Managing Director @ (December 2015 - July 2024)
- Chairman and CEO, UBS Trust Company N.A. @ (December 2012 - July 2015)
- Chairman and CEO @ (February 2007 - July 2015)
- Chairman @ Chairman of the Board, UBS AG Canada (December 2009 - August 2014)
- Co-Head Wealth Management Americas, International Division @ (December 2009 - September 2013)
- 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
- 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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Craig Walling
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Tom Schueth
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Rob Richman
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Gabe Isaacson
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John Ziambras
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Harsh Singla
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