Profile – Exit Planning Exchange

Diane Johnston

Senior Vice President – Wealth Management

UBS Financial Services, Inc.

Jericho, New York

Professional Profile

Call Me When

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

Contact Method

email or phone call

Profession

Consultant

Non-profit

Wealth Manager

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

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

Business Focus

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

Long Island Sponsor

Member Since

Member for 3 Years

Sponsorship Type

Bronze

Chapter Leadership Role

President Emeritus

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.