Wiktor Wozniak
UBS Global Wealth Management
New Haven, Connecticut
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Professional Profile
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on my cell day or evening
Professions
Investor
M&A Intermediary
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Business development
Business growth
Business management
Buy side/Acquisitions
Capital markets
Cash flow enhancements
Cash management
Charitable giving
Corporate finance
Culture
Entrepreneurship
ESOPs
Estate planning
Family business
Fiduciary
Finance
Financial Modelling
Information technology
Intellectual property
Investments
Investor relations
Leadership Development
Lending
Management succession
Mergers
Philanthropy
Private equity
Real estate
Retirement
Risk management
Sales
Sell side/Divestiture
Strategic planning
Tax
Transaction advisory
Trusts
Venture capital
Exit/Transition Planning
Professional Certification
CFP®, CRPS®, CEPA®, AWMA®
Transition Planning Certification or Methodology
CEPA
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Energy/Utilities
Financial Services
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
Connecticut Individual
Member since
Member for 4 years
Why I'm a Member of XPX
I share the same values in my practice as XPX's 5 core principles
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