Peter Manzi
Bank of America Private Bank
Melville,
New York
About
Company name
Business title
Managing Director and Private Client Advisor
Contact
How to contact
peter.manzi@bofa.com
Professional Profile
Call Me When
You or your UHNW clients need a multi-discipline advisory team that can provide sophisticated and holistic planning and solutions in advance of a business sale or other liquidity event.
Professions
Banker
Wealth Manager
Functional Expertise
Charitable giving
Estate planning
Fiduciary
Investments
Lending
Sell side/Divestiture
Trusts
Exit/Transition Planning
Professional Certification
Certified Financial Planning, FINRA Series 7 and 65, Certified Exit Planning Advisor
Transition Planning Certification or Methodology
Exit Planning Institute
Client Industries
Health/Pharma/Biotech
Manufacturing
Non-profit
Telecommunications
Wholesale/Distribution
Chapter information
Membership
Long Island Individual
Member since
Member for 3 years
Why I'm a Member of XPX
Engage in a network of client centric professional and trusted advisors who bring their expertise to the business owner’s transition team
Make XPX Part of Your Business Plans
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