Susan Baran
Vice President - Senior Wealth Planner and Private Business Strategist
Name variants:
Susanna Baran,
Susannah Baran,
Susanne Baran,
Suzanne Baran,
Sue Baran,
Susie Baran,
Susi Baran,
Susy Baran,
Suzie Baran,
Suzy Baran,
Sukie Baran,
Sarah Baran,
Ann Baran,
Anna Baran,
Anne Baran,
Annie Baran,
Sukey Baran
Last updated Jun 20, 2024
Contact Information
Last Update
Jul 4, 2022
Email
sb**@aol.com
Location
Milwaukee, WI
Company
Workplace
Senior Gift Planning Officer
Milwaukee, WI
Industry
Philanthropy, Membership Organization Noncommercial Research Organization, Civic and Social Associations, Civic/Social Association
Colleagues
Work History
Senior Gift Planning Officer
101 west Pleasant St SUITE 210, Milwaukee, WI 53212
Helped donors and/or their advisors who are including planned gifts in their financial and estate plans. Raised $13 million in deferred and lifetime gifts in 2013.
2010 — 2014
Vice President - Senior Wealth Planner and Private Business Strategist
300 5Th Ave, Pittsburgh, PA 15222
As Wealth Strategist and Private Business Strategist, I provide advice on complex estate, tax, and other wealth planning and business succession issues. I work with a team of specialists in ...
from 2014
Director of Development
1700 west Fond Du Lac Ave, Milwaukee, WI 53205
Managed planned giving and annual campaign programs. Increased donations from $2.3 million to $3.5 million.
2006 — 2010
Director of Development and Communications
6401 north Santa Monica Blvd, Milwaukee, WI 53217
Developed and implemented long-term strategies for planned and annual giving. Increased donors by 22%.
2004 — 2006
Director of Development and Communications
1220 Linden Dr, Madison, WI 53706
Raised endowed gifts for UW-Whitewater and managed annual campaign for WUWM.
2000 — 2004
Executive Director
P/O Box 16, Winnebago, WI
Managed network of volunteers and organized information library on Wisconsin state politics.
1994 — 2000
Education
Occupations
Executive
Vice President
Planner
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Planned Giving
Philanthropy
Estate Planning
Nonprofits
Stewardship
Annual Giving
Fundraising
Trusts
Board Development
Grants
Program Development
Community Outreach
Volunteer Management
Grant Writing
Estate Tax Planning
Community Development
Strategic Planning
FAQs about Susan Baran
What's the profession of Susan Baran?
This professional's job is Vice President - Senior Wealth Planner and Private Business Strategist
What jobs is Susan proficient at at?
Susan is a professional Executive and Vice President jobs.
Where does Susan Baran currently live?
They lives in Milwaukee, Wisconsin.
Does the professional have the email address?
sb**@aol.com is Susan Baran's email address.
How many companies did Susan Baran work at?
The professional worked at six jobs.
What education does Susan Baran have?
Susan studied at the University of Wisconsin - Milwaukee.
What are the certifications of Susan Baran?
The professional received the following certifications: Accredited Estate Planner, Certified Financial Planner??, Chartered Advisor In Philanthropy, and Certified Financial Planner®.
Are there any special industries Susan Baran is connected to?
This person works in Financial Services industry.