Alan Pratt Email & Phone Number
National Relationship Manager @ The Signatry
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Alan Pratt Location
- United States
Alan Pratt Work
- National Relationship Manager @ (August 2019 - Present)
- Co-Founder and Board Member @ The Seattle Philanthropic Advisors Network (October 2007 - July 2021)
- Owner - Member Firm @ (March 2017 - January 2021)
- Founder and Owner @ Pratt Legacy Advisors (September 1997 - January 2021)
- Chief Ambassador @ The International Association of Advisors in Philanthropy (May 2012 - May 2020)
- President @ The International Association of Advisors in Philanthropy (May 2010 - April 2012)
- Board Member @ (January 2012 - January 2016)
- Associate @ Benyon Lyman & Associates (March 1992 - August 1997)
- Vice President @ Pacific First Federal Savings Bank (August 1985 - January 1992)
- Vice President` @ (August 1980 - August 1985)
- Assistant National Bank Examiner @ (January 1977 - August 1980)
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
- Board Development
- CRM
- Charities
- Customer Relationship Management (CRM)
- Entrepreneurship
- Estate Tax Planning
- Finance
- Financial Advisory
- Financial Planners
- Financial Services
- Fundraising
- Investments
- Leadership
- Life Insurance
- Management
- Mentoring
- Non-profit Administration
- Nonprofits
- Planned Giving
- Project Planning
- Relationship Building
- Retirement
- Retirement Planning
- Social Entrepreneurship
- Strategy
- Trusts
- Values
- Volunteer Management
- Wealth Management
- Wealth Management Services
- 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 National Relationship Manager 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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