Diana Leon Email & Phone Number
Wealth Manager @ Woodbury Financial Services
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Diana Leon Location
- Gaithersburg, MD, US
Diana Leon Work
- 2024 -now Wealth Manager and Financial Advisor @ Osaic
- 2022 -now Wealth Manager @
- 2020 -2022 Executive Vice President @ Key Wealth Managers
- 2018 -2019 Wealth Manager @
- 2015 -2018 Financial Advisor @ CAPITAL ONE INVESTMENT SERVICES LLC
- 2009 -2018 AVP, Financial Solutions Advisor @
- 2000 -2007 Trust and Estate Associate- Washington, DC @
Diana Leon Education
- Georgetown University
(Executive Certificate in Financial Planning)
2002-2003 - Florida International University - College of Business
MBA
1997-1999 - Universidad Externado de Colombia
Profesional en Finanzas y Relaciones Internacionales
1989-1994
Diana Leon Skills
- Sales
- Private Equity
- Life Insurance
- Investments
- Wealth Management
- Financial Planning
- Financial Advisory
- Business Development
- Customer Relationship Management (CRM)
- Customer Experience
- Financial Goals
- Quantitative Analytics
- Estate Planning
- Marketing
- Retirement Planning
- Analytical Skills
- Strategy
- Analytics
- Finance
- Trading
- Trusts
- Business
- Spanish
- English
- Independence
- Stocks
- Management
- Financial Reporting
- Research
- Accounting
- Editing
- Services
- Solutions
- C++
- Financial Services
- Customer Relationship Management
Diana Leon Summary
- Diana Leon, based in Gaithersburg, MD, US, is currently a Wealth Manager at Woodbury Financial Services. Diana Leon brings experience from previous roles at Osaic, Key Wealth Managers, Woodbury Financial Services and CAPITAL ONE INVESTMENT SERVICES LLC. Diana Leon holds a 2002 - 2003 Georgetown University. With a robust skill set that includes Sales, Private Equity, Life Insurance, Investments, Wealth Management and more. Diana Leon has 2 emails and 2 mobile phone numbers on RocketReach.
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