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MEMBER PROFILE

 

Wiktor Wozniak

UBS Financial Services, Inc.

 

Member profile details

Membership level
Connecticut - Fairfield County Emerging Professional - Original
First name
Wiktor
Last name
Wozniak
Title
Financial Advisor
Company
UBS Financial Services, Inc.
 

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
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Business growth
  • Cash flow enhancements
  • Cash management
  • Culture
  • Entrepreneurship
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Information technology
  • Intellectual property
  • Investments
  • Real estate
  • Retirement
  • Risk management
  • Strategic planning
  • Tax
  • Trusts
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
Professional Certification(s)
CFP, CEPA, AWMA
Transition Planning Certification or Methodology
CEPA
In Business Since
2018
How to contact
cell or business line
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