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Diane Galvin Location
Thousand Oaks, CA, US
Diane Galvin Work
Vice President - Wealth Management @ (November 2012 - Present)
CFP, VP @ (August 1985 - November 2012)
Diane Galvin Education
Occidental College
(Psychology)
1978-1982
Diane Galvin Skills
Series 63
Certified Financial
Retirement Planning
Account Management
Networking
Series 3
Cfp
Market Research
Business Analysis
Series 8
Finance
Asset Allocation
Strategy
Financial Services
Wealth Management
Strategic Financial Planning
Investment Strategies
Entrepreneurship
Risk Management
Certified Financial Planner
Financial Analysis
Marketing Communications
Problem Solving
Series 65
Series 7
Philanthropy
CIMA
Diane Galvin Summary
Diane Galvin, based in Thousand Oaks, CA, US, is currently a Vice President - Wealth Management at UBS. Diane Galvin brings experience from previous roles at Morgan Stanley. Diane Galvin holds a 1978 - 1982 Occidental College. With a robust skill set that includes Series 63, Certified Financial, Retirement Planning, Account Management, Networking and more. Diane Galvin has 2 emails and 2 mobile phone numbers on RocketReach.
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