Diana Leon Email & Phone Number
Wealth Manager @ Woodbury Financial Services
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Diana Leon Location
- Gaithersburg, MD, US
Diana Leon Work
- Wealth Manager and Financial Advisor @ Osaic (January 2024 - Present)
- Wealth Manager @ (June 2022 - Present)
- Executive Vice President @ Key Wealth Managers (January 2020 - July 2022)
- Wealth Manager @ (June 2018 - December 2019)
- Financial Advisor @ CAPITAL ONE INVESTMENT SERVICES LLC (August 2015 - June 2018)
- AVP, Financial Solutions Advisor @ (September 2009 - June 2018)
- Trust and Estate Associate- Washington, DC @ (March 2000 - December 2007)
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.
Looking for a different Diana Leon?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co