Keith Fallis Email & Phone Number
Vice President - Wealth Management @ UBS Group AG
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Keith Fallis Location
- Santa Fe, NM, US
Keith Fallis Work
- 2002 - now Vice President - Wealth Management @
- 1999 - 2002 Management Team Associate @
- 1997 - 1999 Mechanical Licensing @
Keith Fallis Education
- College for Financial Planning
Certified Financial Planner designation (Financial Planning and Services)
2009 - 2011 - University of Phoenix
Bachelor's Degree (Global Business Management)
2008 - 2010 - Musicians Institute
Certificate of completion (Jazz/funk/rock drumming, Afro-cuban rhythms.)
1988 - 1989
Keith Fallis Skills
- Financial Planning
- Finance
Keith Fallis Summary
- Keith Fallis, based in Santa Fe, NM, US, is currently a Vice President - Wealth Management at UBS Financial Services, Inc.. Keith Fallis brings experience from previous roles at Merrill Lynch and Universal Music Publishing Group. Keith Fallis holds a 2009 - 2011 Certified Financial Planner designation in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Financial Planning, Finance and more. Keith Fallis has 3 emails on RocketReach.
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Keith Fallis
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Tobias Vogel
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