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MEMBER PROFILE

 

Diane Johnston

UBS Financial Services, Inc.

 

Member profile details

Membership level
Tri-State Sponsor
First name
Diane
Last name
Johnston
Title
Senior Vice President – Wealth Management
Company
UBS Financial Services, Inc.
 

XPX ROLE

Chapter Sponsorship Type
Silver
Leadership Role
Chair
 

CONTACT INFORMATION

City
Jericho
State
New York
 

PROFILE INFORMATION

Call me when
You need help navigating complexity and want to pre-experience wealth creation decisions.
Why I/we support 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.
Profession
  • 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
  • Exit/Transition 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
Client Industry(ies)
  • 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
Professional Certification(s)
Series 24, 7, 65 & 31 licenses
In Business Since
1996
How to contact
email or phone call
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