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Peter Manzi

Senior Vice President

City National Bank

New York, New York

Professional Profile

Call Me When

Call Me When... A Certified Exit Planning Advisor is needed for a business owner's transition advisory team and requires advance financial planning for post-sale of company including personal cashflow analysis, estate planning, investment advice and trust services.

Contact Method

peter.manzi@cnb.com

Profession

  • Banker
  • Wealth Manager

    • Professional Certifications

    Certified Financial Planning, FINRA Series 7 and 65, Certified Exit Planning Advisor

    Functional Expertise

  • Charitable giving
  • Estate planning
  • Investments
  • Lending
  • Sell side/Divestiture
  • Trusts
  • Exit/Transition Planning

    • Business Focus

    Transition Planning Certification

    Exit Planning Institute

    Client Industries

  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Real Estate/Construction

    • Client Results

    Membership

    Long Island

    Member Since

    Member for 1 year

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    Make XPX Part of Your Business Plans

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