Diane Johnston
UBS Financial Services, Inc.
Jericho,
New York
About
Company name
Business title
Senior Vice President – Wealth Management
Contact
How to contact
email or phone call
Professional Profile
Call Me When
You need help navigating complexity and want to pre-experience wealth creation decisions.
Professions
Consultant
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Business development
Business growth
Buy side/Acquisitions
Capital markets
Cash flow enhancements
Change Management
Charitable giving
Debt
Employee benefits
Entrepreneurship
Equity
ESOPs
Estate planning
Family business
Fiduciary
Financial Modelling
Investments
Mergers
Mezzanine
Private equity
Real estate
Retirement
Risk management
Sell side/Divestiture
Strategic planning
Tax
Transaction intermediary
Trusts
Turnarounds
Venture capital
Exit/Transition Planning
Professional Certification
Series 24, 7, 65 & 31 licenses
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Government
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Tri-State Sponsor
Member since
Member for 6 years
Chapter Leadership Role
Chair
Sponsorship Type
Silver, Summit Cocktail Sponsor
Why I'm a Member of XPX
Putting clients first and professional collaboration is a core tenet of my ethos and XPX greatly enhances the ability to work with fellow leaders.
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