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MEMBER PROFILE

 

Daniel Shulman

City Naitonal Bank

 

Member profile details

Membership level
Long Island Individual
First name
Daniel
Last name
Shulman
Title
Private Banker
Company
City Naitonal Bank
 

CONTACT INFORMATION

City
Melville
State
New York
 

PROFILE INFORMATION

Call me when
Private Wealth | Entrepreneurs and Business Owners | Multigenerational Families | Endowments and Foundations | Estate Planning
Profession
  • Banker
  • 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
Dani.shulman@cnb.com
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