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Eric Walter Email & Phone Number
Director of Client Services
at
Altfest Personal Wealth Management
1 work email found
@ubs.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Client Services
Location
New York City Metropolitan Area, United States, United States
Who is Eric Walter? Overview
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Quick answer
Eric Walter is listed as Director of Client Services at Altfest Personal Wealth Management, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Eric Walter.
Eric Walter previously worked as Executive Director • Head of Fixed Income Sales • Wealth Management Americas (WMA) at Ubs and Executive Director • Head of Ultra High Net Worth (UHNW) • Taxable Fixed Income Sales at Ubs. Eric Walter holds Bachelor Of Science (Bs), Finance from Seton Hall University.
Company email context
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{first}.{last}@ubs.com
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Profile bio
About Eric Walter
Experienced Executive with a demonstrated history of working in the financial services industry. Highly skilled in navigating market volatility, regulatory hurdles, and diverse headwinds to promote creative thinking, drive productivity, generate revenue and ultimate client satisfaction. I offer the unique prowess of understanding and incorporating all crucial facets of effective transacting, from cultivating a robust collaborative culture and customer relationships. All of which has been pivotal in delivering notable results.------------------------------------ADDITIONAL EXPERTISEFinancial/SEC – RegulatoryFixed Income Portfolio – Analysis/Construction/Hedging/Management & OptimizationProblem ResolutionProcess ImprovementRelative Value/Market – AnalysisRisk ManagementRisk/Return Strategies – Development/ExecutionSimplifying & Articulating ComplexitiesStrategic ThinkingTeam – Building/Leading/Managing & MotivatingThought Leadership
Listed skills include Trading, Fixed Income, Capital Markets, Series 63, and 14 others.
Current workplace
Eric Walter's current company
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6 roles
Eric Walter work experience
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Executive Director • Head Of Fixed Income Sales • Wealth Management Americas (Wma)
UBS Financial Services Inc.In this position, I was a producing sales manager overseeing 20+ FI specialists while personally accountable for ~100 active High Net Worth accounts. I drove sales and trading team unification, improved risk management and the client experience, and increased daily run rates for brokerage commissions, trading flows, as well as.
Jun 2020 - Jun 2023
Executive Director • Head Of Ultra High Net Worth (Uhnw) • Taxable Fixed Income Sales
UBS Financial Services Inc.During this nearly 4-year tenure, I served as a producing sales manager with oversight of 4 TFI specialists. I was the driving force in gathering millions of dollars in combined assets and instrumental in TFI delivering revenue above expectations via influentially articulating the Capital Markets’ platform, capabilities.
Oct 2016 - Jun 2020
Executive Director • Manager – Government & Agency Trading Retail • Taxable Fixed Income
UBS Financial Services Inc.In the role of Manager for Government & Agency Trading Retail, I was accountable for leading a team of traders and support staff in trading multi-million-dollar balance sheet in US Agencies and Treasuries, facilitating flow to 7,000+ Wealth Management Financial Advisors and Broker/Dealers while overseeing daily risk management.
Jan 2013 - Oct 2016
Director • Government & Agency Trading Retail • Taxable Fixed Income
UBS Financial Services Inc.
Jul 2006 - Dec 2012
Jun 2004 - Jun 2006
1 education record
Eric Walter education
FAQ
Frequently asked questions about Eric Walter
Quick answers generated from the profile data available on this page.
What company does Eric Walter work for?
Eric Walter works for Altfest Personal Wealth Management.
What is Eric Walter's role at Altfest Personal Wealth Management?
Eric Walter is listed as Director of Client Services at Altfest Personal Wealth Management.
What is Eric Walter's email address?
AeroLeads has found 1 work email signal at @ubs.com for Eric Walter at Altfest Personal Wealth Management.
Where is Eric Walter based?
Eric Walter is based in New York City Metropolitan Area, United States, United States while working with Altfest Personal Wealth Management.
What companies has Eric Walter worked for?
Eric Walter has worked for Altfest Personal Wealth Management and Ubs.
How can I contact Eric Walter?
You can use AeroLeads to view verified contact signals for Eric Walter at Altfest Personal Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Eric Walter attend?
Eric Walter holds Bachelor Of Science (Bs), Finance from Seton Hall University.
What skills is Eric Walter known for?
Eric Walter is listed with skills including Trading, Fixed Income, Capital Markets, Series 63, Bonds, Series 7, Bloomberg, and Structured Products.
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