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MEMBER PROFILE

 

Daniel Shulman

BNY Wealth

 

Member profile details

Membership level
Long Island Emerging Professional - Original
First name
Daniel
Last name
Shulman
Title
Client Strategist
Company
BNY Wealth
 

CONTACT INFORMATION

City
Garden City
State
New York
 

PROFILE INFORMATION

Call me when
Private Wealth | Entrepreneurs and Business Owners | Multigenerational Families | Endowments and Foundations | Estate Planning
Profession
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Fundraising
  • Investments
  • Leadership Development
  • Lending
  • Philanthropy
  • Private equity
  • Real estate
  • Strategic planning
  • Tax
  • Trusts
  • Venture capital
Client Industry(ies)
  • Consumer Services
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Wholesale/Distribution
Professional Certification(s)
CAP
In Business Since
2009
How to contact
Daniel.Shulman@bny.com
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