W

Walter H

Consultant

New York, New York, United States16 yrs experience

Most Likely To SwitchHighly Stable

Key Highlights

Proven expertise in program and project management.
Strong analytical skills in financial services.
Experience in wealth and asset management.

Stackforce AI infers this person is a Financial Services expert with strong capabilities in project management and analysis.

Contact

Skills

Other Skills

Analytical SkillsAsset ManagementBloombergBloomberg TerminalBusiness AnalysisBusiness Process Re-engineeringBusiness StrategyBusiness TransformationCapital MarketsCorporate GovernanceData AnalysisDue DiligenceEconomicsEquitiesEquity Research

About

Experienced Financial Services Professional with a background in management consulting, program and project management, business analysis, wealth & asset management, and equity research.

Experience

Ubs

2 roles

Managing Consultant - Group Internal Consulting - US MC 1

Promoted

Sep 2021 – Present · 4 yrs 6 mos

Program Manager - WMAIT - Wealth & Asset Management

Dec 2019 – Sep 2021 · 1 yr 9 mos

Capco

3 roles

Management Consultant - Manager

Promoted

Apr 2019 – Nov 2019 · 7 mos

Management Consultant - Consultant

Promoted

Oct 2016 – Mar 2019 · 2 yrs 5 mos

Management Consultant - Associate

Jun 2014 – Oct 2016 · 2 yrs 4 mos

Oppenheimer & co.

Asset Management - Analyst

Jan 2010 – Jun 2014 · 4 yrs 5 mos · NYC

Sterne agee

Equity Research Intern

Feb 2009 – Apr 2009 · 2 mos · NYC

Education

Rutgers University

B.A.

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