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Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State

Diane Johnston

UBS Financial Services, Inc.

Jericho, New York
About
Company name
UBS Financial Services, Inc.
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
Tri-State

Membership

Tri-State Sponsor

Member since

Member for 7 years

Chapter Leadership Role

Chair

Sponsorship Type

Bronze

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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Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
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