Daniel Shulman

WORK HISTORY

EDUCATION

SKILLS

ABOUT DANIEL SHULMAN

Having spent over two decades in banking, I have built my career and reputation on being passionate about my clients, advocating for them when needed, being responsive to their needs, and listening to them carefully in order to be able to provide meaningful advice. I am very thankful for these long standing business relationships as well as for the relationships that I have built with the people at the companies.WORK EXPERIENCEI currently work as a Market Executive within the Bank\'s business banking group. I help guide a team of bankers (Credit, Cash Management, FX, Merchant Services, Equipment Financing, etc.) to assist our clients in achieving their objectives. Our goal is to understand each client\'s business and industry and to play an active role in helping them achieve their goals. In the past I have had a great deal of experience in Payments (Merchant Services, Gift Cards, Loyalty Programs, International, etc.). And through my career I have worked side by side with a spectrum of segment size from sole proprietors in Small Business to CFOs of billion dollar companies.WHAT I ENJOY- Working with businesses across many industries (Manufacturers, Distributors, Retail, Non-profit, Tech, Consultants, etc.)- Networking and partnering to help build an ecosystem which can provide opportunities to all- Traveling with my wife and two girls across the country and abroad- Talking golf, lacrosse, and just about anything sports relatedI WELCOME A CONNECTION IF- Your company has a need or you are interested in working with a local team of banking advisors - You are networking for the sake of helping our clients, building business, or building our careers- There is an interest in being connected to one of my partners who specialize in Wealth Management, Succession Planning, and Equity Compensation Management- You are a friend or acquaintance from the past