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MEMBER PROFILE

 

Wiktor Wozniak

UBS Global Wealth Management

 

Member profile details

Membership level
Connecticut - Fairfield County Emerging Professional - Original
First name
Wiktor
Last name
Wozniak
Title
Financial Advisor
Company
UBS Global Wealth Management
 

CONTACT INFORMATION

City
New Haven
State
Connecticut
 

PROFILE INFORMATION

Call me when
on my cell day or evening
Why I/we support XPX
I share the same values in my practice as XPX's 5 core principles
Profession
  • 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
  • Exit/Transition 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
Client Industry(ies)
  • 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
Professional Certification(s)
CFP®, CRPS®, CEPA®, AWMA®
Transition Planning Certification or Methodology
CEPA
In Business Since
2018
How to contact
cell or business line
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