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Daniel Shulman

Client Strategist

BNY Mellon Wealth Management

Garden City, New York

Professional Profile

Call Me When

Call Me When... Private Wealth | Entrepreneurs and Business Owners | Multigenerational Families | Endowments and Foundations | Estate Planning

Contact Method

Daniel.Shulman@bnymellon.com

Profession

  • Wealth Manager

    • Professional Certifications

    CAP

    Functional Expertise

  • Board of Directors (not for profit)
  • ESOPs
  • Estate planning
  • Family business
  • Fiduciary
  • Finance
  • Fundraising
  • Investments
  • Leadership Development
  • Lending
  • Philanthropy
  • Private equity
  • Real estate
  • Strategic planning
  • Tax
  • Trusts
  • Venture capital
  • Exit/Transition Planning

    • Business Focus

    Transition Planning Certification

    Client Industries

  • Consumer Services
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Wholesale/Distribution

    • Client Results

    Membership

    Long Island Emerging Professional

    Member Since

    Member for 3 years

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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