AeroLeads people directory · profile

Craig Walling Email & Phone Number

Managing Director, Private Equity Performance Improvement at Alvarez & Marsal
Location: New York City Metropolitan Area, United States, United States 16 work roles 1 school
1 work email found @alvarezandmarsal.com 3 phones found area 212 and 347 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email c****@alvarezandmarsal.com
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Managing Director, Private Equity Performance Improvement
Location
New York City Metropolitan Area, United States, United States
Company size

Who is Craig Walling? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Craig Walling is listed as Managing Director, Private Equity Performance Improvement at Alvarez & Marsal, a company with 12399 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at alvarezandmarsal.com, phone signal with area code 212, 347, and a matched LinkedIn profile for Craig Walling.

Craig Walling previously worked as President, Integrity Wealth at Integrity Marketing Group Llc and Managing Director at Alvarez & Marsal. Craig Walling holds Bs, Economics from University Of Cincinnati.

Company email context

Email format at Alvarez & Marsal

This section adds company-level context without repeating Craig Walling's masked contact details.

{first_initial}{last}@alvarezandmarsal.com
89% confidence

AeroLeads found 1 current-domain work email signal for Craig Walling. Compare company email patterns before reaching out.

Profile bio

About Craig Walling

A moth, attracted to solving intriguing commercial challenges. 35 years of Financial Service Industry experience with three leading Global Brands; Citigroup, Charles Schwab and UBS AG across four continents. Three Chairman roles, two with independent boards in the US and Canada. Five CEO roles, successfully advancing Citibank, Schwab and UBS AG subsidiaries in seven countries. Two Strategy Head roles in LATAM and Asia, exploiting historic expanded country and product permissions in each. Co-head of UBS AG Americas International Division serving the largest offshore banking concentration of UHNW clients in the US. Dotcom and startup experience. Non degreed "Doctorate" in Change and Crisis Management and a "Masters" in Wealth Management. "Majors" in Asset Management, Private Banking, Branch Banking, Commercial Lending, Credit Cards, Mortgage Lending, Trust and Estate Administration, Financial Planning, Family Office Services, Risk Management and Regulatory interaction with "hands on" experience in each. Survived and succeeded in headwinds, tailwinds, and cross winds. Fought a few Mortgage Crisis's, the Asian flu, Taiwan Missile Crisis, 2008 Global Economic Crisis, Heightened Expectations, Cross Border Tax Evasion, Branch bombings, Coup's, Hyperinflation, Currency Confiscation and multiple equity, debt, currency and commodity crashes. Never a regulatory issue and cleaned up several. Always advanced. Never retreated. Bought and sold. Restructured, repurposed, reengineered with vision, purpose, urgency and tight execution. Caught and released great talent, many who are leading exciting ventures today.Looking for new problems and challenges that need urgent solutions. Surrounded by the world’s best problem solvers at Alvarez and Marsal.

Listed skills include Wealth Management, Portfolio Management, Equities, Investment Advisory, and 38 others.

Current workplace

Craig Walling's current company

Company context helps verify the profile and gives searchers a useful next step.

Alvarez & Marsal
Alvarez & Marsal
Managing Director, Private Equity Performance Improvement
New York, NY, US
Employees
12399
AeroLeads page
16 roles · 40 years

Craig Walling work experience

A career timeline built from the work history available for this profile.

Managing Director, Private Equity Performance Improvement

New York, NY, US

President, Integrity Wealth

Current

Dallas, Texas, US

President of newly designated Wealth Management vertical complimenting established Heath and Life Business lines at Integrity servicing a marketplace engaging over 500,000 agents nationwide. Established Integrity network partners support over $46 billion in AUM / AUA across ~1000 Financial Advisors. Levering state of the art technology platforms and.

May 2024 - Present

Managing Director, Private Equity Performance Improvement

New York, NY, US

Aug 2019 - Jul 2024

Managing Director

New York, NY, US

Wealth Management and Trust Transformation practice focused on high impact, short cycle engagements addressing Regulatgory remediation, Risk insulation, Delivery, Distribution and New Business activities across the Wirehouse, Banking, Trust, RIA, Insurance, M&A, Private Equity Industries.

Dec 2015 - Jul 2024

Chairman & Ceo, Ubs Trust Company N.A.

Zurich, CH

Successful restructure and eventual sale resolving both strategic, regulatory and performance challenges. Full file remediation addressing pricing, KYC, AML, and documentation issues. Complete restaffing including additon of independency to the Board of Directors. Implementation of policies and practices to satisfy with regualtory exam new Heightened.

Dec 2012 - Jul 2015

Chairman & Ceo

Zurich, CH

Leadership of legacy UBS AG US bank branch vehicle and related activities. Chief interface to OCC for UBS AG Americas US branch bank activities. Operating responsibility for UBS Private Bank Americas including Advisory and Wealth Management activities directed against both US domestic and offshore client base. Success in establishing effective policies.

Feb 2007 - Jul 2015

Co-Head Wealth Management Americas, International Division

Zurich, CH

Co-leadership responsibility for Wealth Management International Americas overseeing both Private Bank and Broker Dealer activities related to >$50 billion in AUM Non Resident Alien client base in the United States, arguably the largest of any single US based Financial Institution and serviced by over 350 Financial Advisors. Supported the succesful growth.

Dec 2009 - Sep 2013

Chairman

Chairman Of The Board, Ubs Ag Canada

Oversaw restructure of UBS Canada, a Schedule II Bank headquartered in Toronto with additional Branches in Montreal, Vancouver, and Calgary. Respositioned value proposition to focus on UHNW client segment and Multicurrecy, Multimarket platform differentiation. Business acheived record level AUM volumes, revenue and operating margins with virtually no loss.

Dec 2009 - Aug 2014

Chief Operating Officer

Global Wealth Management Partners

Private Equity backed RIA Rollout

Apr 2006 - Feb 2007

Ceo

Us Trust Company N.A.
Nov 2003 - Nov 2005

Ceo Charles Schwab Europe

Westlake, Texas, US

2002 - 2003 ~1 yr

President

Zonafinanciera.Com

Dot.com portal Joint Venture with Citibank

Apr 2001 - May 2002

Managing Director

Citibank Global Consumer

Asia Sales and Distribution Director, SingaporeCEO, Citibank TaiwanCEO, Citibank GreeceStrategic Initiatives Director, Rio de Janeiro, Brazil

1991 - 2000 ~9 yrs

Senior Vice President

Citibank Florida
1986 - 1990 ~4 yrs

Senior Vice President

Citibank Retail Services
Jun 1980 - May 1986

Assistant Vice President

Central Trust Company

Bankcard ManagerCommercial Credit Analyst

May 1976 - Oct 1980
Team & coworkers

Colleagues at Alvarez & Marsal

Other employees you can reach at alvarezandmarsal.com. View company contacts for 12399 employees →

1 education record

Craig Walling education

  • University Of Cincinnati
    University Of Cincinnati
    Economics
FAQ

Frequently asked questions about Craig Walling

Quick answers generated from the profile data available on this page.

What company does Craig Walling work for?

Craig Walling works for Alvarez & Marsal.

What is Craig Walling's role at Alvarez & Marsal?

Craig Walling is listed as Managing Director, Private Equity Performance Improvement at Alvarez & Marsal.

What is Craig Walling's email address?

AeroLeads has found 1 work email signal at @alvarezandmarsal.com for Craig Walling at Alvarez & Marsal.

What is Craig Walling's phone number?

AeroLeads has found 3 phone signal(s) with area code 212, 347 for Craig Walling at Alvarez & Marsal.

Where is Craig Walling based?

Craig Walling is based in New York City Metropolitan Area, United States, United States while working with Alvarez & Marsal.

What companies has Craig Walling worked for?

Craig Walling has worked for Alvarez & Marsal, Integrity Marketing Group Llc, Ubs Trust Company Na, Chairman Of The Board, Ubs Ag Canada, and Global Wealth Management Partners.

Who are Craig Walling's colleagues at Alvarez & Marsal?

Craig Walling's colleagues at Alvarez & Marsal include Natália Bernardes, Fiona Mak, Octavio Rizkallah, Victoria Gyntelberg, and David Robinson.

How can I contact Craig Walling?

You can use AeroLeads to view verified contact signals for Craig Walling at Alvarez & Marsal, including work email, phone, and LinkedIn data when available.

What schools did Craig Walling attend?

Craig Walling holds Bs, Economics from University Of Cincinnati.

What skills is Craig Walling known for?

Craig Walling is listed with skills including Wealth Management, Portfolio Management, Equities, Investment Advisory, Investments, Private Equity, Asset Management, and Banking.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.