Eric Walter Email & Phone Number
Director of Client Services @ Altfest Personal Wealth Management
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Eric Walter Location
- New York, NY, US
Eric Walter Work
- Director of Client Services @ (September 2025 - Present)
- Executive Director • Head of Fixed Income Sales • Wealth Management Americas (WMA) @ (June 2020 - June 2023)
- Executive Director • Head of Ultra High Net Worth (UHNW) • Taxable Fixed Income Sales @ (October 2016 - June 2020)
- Executive Director • Manager – Government and Agency Trading Retail • Taxable Fixed Income @ (January 2013 - October 2016)
- Director • Government and Agency Trading Retail • Taxable Fixed Income @ (July 2006 - December 2012)
- Associate Director • Treasury and Zero Trading • Taxable Fixed Income @ (June 2004 - June 2006)
Eric Walter Education
- Seton Hall University
Bachelor of Science (BS) (Finance)
Eric Walter Skills
- Capital Markets
- Fixed Income
- Series 24
- Series 7
- Series 63
- Trading
- Bloomberg
- Bonds
- FINRA
- Financial Risk
- Portfolio Management
- Securities
- Structured Products
- Investments
- Investment Banking
- Hedge Funds
- Derivatives
- Equities
- Banking
- Sales
- Strategic Planning
- Strategy
- Business Strategy
- Management
Eric Walter Summary
- Eric Walter, based in New York, NY, US, is currently a Director of Client Services at Altfest Personal Wealth Management. Eric Walter brings experience from previous roles at UBS. Eric Walter holds a Bachelor of Science (BS) in Finance @ Seton Hall University. With a robust skill set that includes Capital Markets, Fixed Income, Series 24, Series 7, Series 63 and more. Eric Walter has 2 emails and 2 mobile phone numbers on RocketReach.
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