Jon Waters Email & Phone Number | Jon Waters is a Director at UBS with 15+ years in Wealth Management, Institutional Securities, and banking including roles in Credit, Underwriting, Portfolio Management, Margin, and Risk (first, second, and third line; bank, IB, broker dealer, and credit union) with specialties in high net worth lending (purpose and non-purpose loans), securities backed lending, tailored lending, leveraged lending, commercial lending, and traded credit products including listed options, exchange traded futures, and foreign exchange (holds FINRA Series 3, 7, 9/10, and 66). Prior to UBS, Jon was a Vice President at Morgan Stanley where he held several first and second line credit and risk roles in securities backed lending, margin, and traded products. Before MS, he held several credit and risk roles at UBS Bank. He has also held roles as a consultant at Kennecott Utah Copper Corporation, an accountant at Mountain America Credit Union, and a valuation specialist at Scalley Reading Bates Hansen & Rasmussen, P.C. Jon received a Masters in Finance from London Business School in the UK studying asset valuation, credit and capital markets, distressed investing, private equity, hedge fund strategies, real estate financing, corporate reorganizations, and mergers and acquisitions. He also holds an MBA from the University of Utah and a BA in history from Brigham Young University. Jon is a member of the Risk Management Association (Mountain States Chapter). He is an active real estate investor and enjoys basketball, skiing, and exploring new places (50+ countries). He has lived in the US, UK, and South Korea.

Jon Waters

Jon Waters is a Director at UBS with 15+ years in Wealth Management, Institutional Securities, and b...
Salt Lake City Metropolitan Area, Salt Lake City Metropolitan Area, United States

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Jon Waters’s Email jonathan.waters@ubs.com

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Jon Waters’s Location Salt Lake City Metropolitan Area, Salt Lake City Metropolitan Area, United States

Jon Waters’s Current Industry Ubs

Jon Waters’s Prior Industry Morgan Stanley

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Work Experience

Ubs

Director - Credit Risk Review

2023-02-01 00:00:00 - Present

Morgan Stanley

Vice President - Wealth Management Risk

2020-03-01 00:00:00 - 2023-02-01 00:00:00

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FAQ About Jon Waters

Jon Waters is located at
Salt Lake City Metropolitan Area, Salt Lake City Metropolitan Area, United States

Jon Waters is a Jon Waters is a Director at UBS with 15+ years in Wealth Management, Institutional Securities, and banking including roles in Credit, Underwriting, Portfolio Management, Margin, and Risk (first, second, and third line; bank, IB, broker dealer, and credit union) with specialties in high net worth lending (purpose and non-purpose loans), securities backed lending, tailored lending, leveraged lending, commercial lending, and traded credit products including listed options, exchange traded futures, and foreign exchange (holds FINRA Series 3, 7, 9/10, and 66). Prior to UBS, Jon was a Vice President at Morgan Stanley where he held several first and second line credit and risk roles in securities backed lending, margin, and traded products. Before MS, he held several credit and risk roles at UBS Bank. He has also held roles as a consultant at Kennecott Utah Copper Corporation, an accountant at Mountain America Credit Union, and a valuation specialist at Scalley Reading Bates Hansen & Rasmussen, P.C. Jon received a Masters in Finance from London Business School in the UK studying asset valuation, credit and capital markets, distressed investing, private equity, hedge fund strategies, real estate financing, corporate reorganizations, and mergers and acquisitions. He also holds an MBA from the University of Utah and a BA in history from Brigham Young University. Jon is a member of the Risk Management Association (Mountain States Chapter). He is an active real estate investor and enjoys basketball, skiing, and exploring new places (50+ countries). He has lived in the US, UK, and South Korea.