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
Professional Certifications
Certified Financial Planning, FINRA Series 7 and 65, Certified Exit Planning Advisor
Functional Expertise
Business Focus
Transition Planning Certification
Exit Planning Institute
Client Industries
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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