Daniel Shulman
City Naitonal Bank
Melville, New York
About
Company name
City Naitonal Bank
Business title
Private Banker
Contact
How to contact
Dani.shulman@cnb.com
Professional Profile
Call Me When
Private Wealth | Entrepreneurs and Business Owners | Multigenerational Families | Endowments and Foundations | Estate Planning
Professions
Banker
Wealth Manager
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
Professional Certification
CAP
Client Industries
Consumer Services
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Wholesale/Distribution
Chapter information
Membership
Long Island Individual
Member since
Member for 5 years
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