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Alan Pratt Location
United States
Alan Pratt Work
2019 -now President - Northwest Region @
2007 -2021 Co-Founder and Board Member @ The Seattle Philanthropic Advisors Network
2017 -2021 Owner - Member Firm @
1997 -2021 Founder and Owner @ Pratt Legacy Advisors
2012 -2020 Chief Ambassador @ The International Association of Advisors in Philanthropy
2012 -2016 Board Member @
2010 -2012 President @ The International Association of Advisors in Philanthropy
1992 -1997 Associate @ Benyon Lyman & Associates
1985 -1992 Vice President @ Pacific First Federal Savings Bank
1980 -1985 Vice President` @
1977 -1980 Assistant National Bank Examiner @
Alan Pratt Education
University of Puget Sound
Bachelors Degree (Business - Finance)
1972-1976
Alan Pratt Skills
Estate Planning
Philanthropy
Wealth Preservation Planning
Charitable Gift Planning
Values Based Legacy Planning
Building Family Legacies
Public Speaking
Stewardship of Family Wealth
Intergerational Values Transfer
Legacy Planning From the Heart
Family Meetings
Planning
Legacies
High Net Worth Individuals
Life Insurance in Estate Planning
Wealth
Plannning
Stewardship
Annual Giving
Foundations
Leadership
Values
Project Planning
Life Insurance
Entrepreneurship
Investments
Fundraising
Retirement Planning
CRM
Nonprofits
Charities
Financial Advisory
Planned Giving
Social Entrepreneurship
Trusts
Board Development
Wealth Management Services
Wealth Management
Financial Services
Strategy
Finance
Financial Planners
Estate Tax Planning
Non-profit Administration
Retirement
Volunteer Management
Management
Relationship Building
Mentoring
Customer Relationship Management Crm
High Net Worth
Non profit
Non Profit Administration
Values Based Legacy
Stewardship Of Family
Wealth Preservation
Intergerational Values
Customer Relationship Management
Alan Pratt Summary
Alan Pratt, based in United States, is currently a President - Northwest Region at The Signatry. Alan Pratt brings experience from previous roles at The Seattle Philanthropic Advisors Network, Lion Street, Pratt Legacy Advisors and The International Association of Advisors in Philanthropy. Alan Pratt holds a 1972 - 1976 Bachelors Degree in Business - Finance @ University of Puget Sound. With a robust skill set that includes Estate Planning, Philanthropy, Wealth Preservation Planning, Charitable Gift Planning, Values Based Legacy Planning and more. Alan Pratt has 2 emails and 2 mobile phone numbers on RocketReach.
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