James Diacon Email & Phone Number
Managing Director - Wealth Advisor @ Council Oak Wealth Advisors
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James Diacon Location
- Tulsa, OK, US
James Diacon Work
- 2018 -now Managing Director - Wealth Advisor @
- 2009 -2018 Vice President - Wealth Management, UBS Financial Services Inc. @
- 1987 -2009 Assistant Vice President, Financial Advisor @
James Diacon Education
- Oklahoma State University
BS in Business Administration (Finance)
1979-1983
James Diacon Skills
- Financial Planning
- Wealth Management
- Leadership
- Management
- Financial Reporting
- Business Development
- Microsoft Excel
- Customer Service
- Strategic Planning
James Diacon Summary
- James Diacon, based in Tulsa, OK, US, is currently a Managing Director - Wealth Advisor at Council Oak Wealth Advisors. James Diacon brings experience from previous roles at UBS and Merrill Lynch. James Diacon holds a 1979 - 1983 BS in Business Administration in Finance @ Oklahoma State University. With a robust skill set that includes Financial Planning, Wealth Management, Leadership, Management, Financial Reporting and more. James Diacon has 1 emails and 2 mobile phone numbers on RocketReach.
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