Daniel Shulman Location
New York, NY, US
Daniel Shulman Work
- 2025 - now Board President @ Queens Hillel
- 2025 - now Senior Vice President - Private Banker @ City National Bank
- 2023 - 2025 Senior Vice President, Client Strategist @ BNY Wealth
- 2023 - 2025 Principal, Client Strategist @ BNY Wealth
- 2020 - 2025 Client Strategist @ BNY Wealth
- 2017 - 2020 Vice President @ U.S. Trust
- 2014 - 2017 Private Client Associate @ Bernstein Private Wealth Management
- 2013 - 2014 Planned Giving Officer @ Jewish Federation of Broward County
- 2010 - 2011 Program Director @ Vanderbilt University
- 2008 - 2010 Jewish Student Life Coordinator @ Vanderbilt University
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
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 3 emails and 2 mobile phone numbers on RocketReach.
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