Jon Waters Email & Phone Number
Head CRR CUSO Wealth Management @ UBS Group AG
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Jon Waters Location
- Salt Lake City, UT, US
Jon Waters Work
- Head CRR CUSO Wealth Management @ (January 2026 - Present)
- Director - Credit Risk Review @ (February 2023 - January 2026)
- Vice President - Wealth Management Risk @ (March 2020 - February 2023)
- Vice President - Wealth Management Credit @ (January 2017 - March 2020)
- Credit Portfolio Manager @ (December 2013 - August 2015)
- Credit Risk Officer @ (April 2009 - December 2013)
- Financial Analyst @ (June 2007 - April 2009)
Jon Waters Education
- London Business School
Masters in Finance
2015-2016 - University of Utah - David Eccles School of Business
Masters in Business Administration (MBA)
2005-2007 - Brigham Young University
BA (History, Business Minor)
1999-2004
Jon Waters Skills
- Commercial Lending
- Financial Modeling
- Valuation
- Financial Analysis
- Portfolio Management
- Corporate Finance
- Korean
- Credit
- Securities Lending
- Series 7
- Credit Analysis
- Risk Management
- Wealth Management
- Capital Markets
- Fixed Income
- Equities
- Credit Risk
- Investment Banking
- Bloomberg
- Derivatives
- Securities
- Alternative Investments
- Investments
- Hedge Funds
- Banking
- Private Equity
- Due Diligence
- Equity Research
- Financial Risk
- Finance
- Asset Management
- Treasury Management
- Market Risk
- Bonds
- Structured Finance
- Private Banking
- Leadership
Jon Waters Summary
- Jon Waters, based in Salt Lake City, UT, US, is currently a Head CRR CUSO Wealth Management at UBS. Jon Waters brings experience from previous roles at UBS and Morgan Stanley. Jon Waters holds a 2015 - 2016 Masters in Finance @ London Business School. With a robust skill set that includes Commercial Lending, Financial Modeling, Valuation, Financial Analysis, Portfolio Management and more. Jon Waters has 5 emails and 2 mobile phone numbers on RocketReach.
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Top UBS Group AG Employees
Dan Masters
Chief Operating Officer - Group HR and Corporate Services
Zurich, Switzerland
Anthony Donatelli
COO, Social Impact and Philanthropy, UBS
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Jason Chandler
Chairman, UBS Global Wealth Management Americas
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Jim Kennedy
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Callum Nieto
Chief Operating Officer, Investment Bank Americas
New York, NY, US
Eugène del Cioppo
CEO UBS Fund Management (Switzerland) AG
Sissach, BL, CH
Fernando Vita
CEO and Country Head - UBS Mexico
São Paulo, SP, BR
Francesca Giordana
CEO of UBS Fiduciaria
Milan, IT
Malek Ghorbel
COO for Equity Derivatives Americas
New York, NY, US
Marc-Anthony Hourihan
Chairman Global Mergers and Acquisitions
New York, NY, US
Edmund Koh
Chairman UBS Asia Pacific
Singapore
Blake Hiltabrand
CEO and Global Head of UBS O’Connor
Chicago, IL, US
Stefanie Stannard
COO - GFIW and UHNW
New York, NY, US
Nikunj Jha
CEO - UBS AG Mumbai Branch
Mumbai, MH, IN
Tom Hall
CEO, UBS Optimus Foundation network
London, GB
David Wildermuth
President UBS Americas Holdings LLC
New York, NY, US
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