Diane Johnston of Bernstein is a member of XPX Tri-State

Diane Johnston

VP

New York, New York

Professional Profile

Call Me When

Call Me When... You want to pre-experience wealth creation/transfer decisions and need help navigating complexity

Contact Method

email or phone call

Profession

  • Consultant
  • Wealth Planner
  • Professional Certifications

    Series 24, 7, 65 & 31 licenses

    Functional Expertise

  • Board of Directors (not for profit)
  • Business development
  • Business growth
  • Buy side/Acquisitions
  • Capital markets
  • Cash flow enhancements
  • Change Management
  • 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
  • Business Focus

    Bernstein

    Transition Planning Certification

    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
  • Client Results

    Membership

    Tri-State

    Member Since

    2 Year Member

    Sponsorship Type

    Chapter Leadership Role

    President

    Why I'm a Member of XPX

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