Daniel Shulman Email & Phone Number
Senior Vice President - Private Banker @ City National Bank
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Daniel Shulman Location
- New York, NY, US
Daniel Shulman Work
- 2025 -now Board President @
- 2025 -now Senior Vice President - Private Banker @
- 2023 -2025 Senior Vice President, Client Strategist @
- 2023 -2025 Principal, Client Strategist @
- 2020 -2025 Client Strategist @
- 2017 -2020 Vice President @
- 2014 -2017 Private Client Associate @
- 2013 -2014 Planned Giving Officer @
- 2010 -2011 Program Director @
- 2008 -2010 Jewish Student Life Coordinator @
Daniel Shulman Education
- The American College of Financial Services
Chartered Advisor in Philanthropy®
2021-2021 - Brandeis University, Heller - The Heller School for Social Policy and Management
MBA/MA (Nonprofit Management & Jewish Professional Leadership)
2011-2013 - City University of New York-Queens College
BA (Politcal Science)
2005-2008 - Nassau County EMS Academy
EMT-B (Medical)
2007-2008
Daniel Shulman Skills
- Business Development
- Family Wealth Management
- Private Banking
- Philanthropy
- Endowments and Foundations
- Investment Management
- Estate Planning
- Private Wealth Management
- Leadership
- Program Development
- Fundraising
- Asset Allocation
- Wealth Management
- Non-profits
- Community Outreach
- Planned Giving
- Grants
- Event Planning
- Program Management
- Board Relations
- Leadership Development
- Annual Giving
- Program Evaluation
- Event Management
- Volunteer Management
- Nonprofits
- Grant Writing
- Public Speaking
- Organizational Leadership
- Social Networking
- Competency Based Interviewing
- Social Media
- Research
- Strategic Planning
Daniel Shulman Summary
- Daniel Shulman, based in New York, NY, US, is currently a Senior Vice President - Private Banker at City National Bank. Daniel Shulman brings experience from previous roles at Queens Hillel, BNY Wealth and BNY Mellon Wealth Management. Daniel Shulman holds a 2021 - 2021 Chartered Advisor in Philanthropy® @ The American College of Financial Services. With a robust skill set that includes Business Development, Family Wealth Management, Private Banking, Philanthropy, Endowments and Foundations and more. Daniel Shulman has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Daniel Shulman?
Find contact details for 700 million professionals.
Top City National Bank Employees
Ryan Mallory
Vice President
Los Angeles, CA, US
Nicholas Papadakis
Senior Vice President - Enterprise Finance
Los Angeles, CA, US
Michael Nunnelee
President
Beverly Hills, CA, US
Cesar Gomez
Senior Vice President and Private Banker
Los Angeles, CA, US
Chris Carey
chief financial officer
Cohasset, MA, US
Serena Lo
Vice President, Reporting and Analytics
Los Angeles, CA, US
Kenny Lui
Senior Vice President, Middle Market Manager Commercial Banking
Los Angeles, CA, US
Howard Hammond
CEO City National Bank
Los Angeles, CA, US
Chris Doll
Chief Financial Officer
Los Angeles, CA, US
Ivet Markaryan
Senior Vice President, HR Business Partner Manager
Los Angeles, CA, US
Katie Garrison
Managing Director
Los Angeles, CA, US
Ken Mixon
President and CEO
Dallas, TX, US
Dan Pasquini
Vice President, HR Communications Lead
Los Angeles, CA, US
Nichole Lewis
SVP, Cyber Strategy and Business Enablement
Los Angeles, CA, US
Karin Logan
Managing Director and Head of Project Finance
Los Angeles, CA, US
Jace Henricks
Managing Director, Head of Loan Syndications
Los Angeles, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co