Keith Fallis Email & Phone Number
Vice President - Wealth Management @ UBS Group AG
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
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 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Keith Fallis?
Find contact details for 700 million professionals.
Others Named Keith Fallis
Keith Fallis
Priest
Skiatook, OK, US
Keith Fallis
Vice President - Wealth Management
Santa Fe, NM, US
Top UBS Group AG Employees
Jason Chandler
Chairman, UBS Global Wealth Management Americas
New York, NY, US
Jim Kennedy
CTO, Wealth Management Americas
United States
Eugène del Cioppo
CEO UBS Fund Management (Switzerland) AG
Sissach, BL, CH
Francesca Giordana
CEO of UBS Fiduciaria
Milan, IT
Malek Ghorbel
COO for Equity Derivatives Americas
New York, NY, US
Edmund Koh
Chairman UBS Asia Pacific
Singapore
Blake Hiltabrand
CEO and Global Head of UBS O’Connor
Chicago, IL, US
Wiwi Gutmannsbauer
COO Asia Pacific
Zürich, ZH, CH
Daniel Hunziker
CEO Pension Fund Credit Suisse Group (Switzerland)
Zurich, Switzerland
Tom Hall
CEO, UBS Optimus Foundation network
London, GB
Tobias Vogel
CEO UBS Europe SE
Germany
David Wildermuth
President UBS Americas Holdings LLC
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co