Gary Pratt Email & Phone Number
New Client Coordinator @ Proactive Planning Wealth Advisory
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Gary Pratt Location
- United States
Gary Pratt Work
- New Client Coordinator @ (February 2026 - Present)
- Partner @ ONE ALLIANCE PROPERTY MANAGEMENT, LLC (December 2015 - Present)
- Director of Development @ His Way At Work (August 2025 - January 2026)
- Private Banking Officer @ (October 2022 - April 2025)
- Senior Director Of Development @ (June 2019 - August 2022)
- Director Of Advancement @ (April 2018 - June 2019)
- Planned Giving Officer @ (August 2006 - April 2018)
- Financial Advisor @ (January 2005 - January 2006)
- Petty Officer 3rd Class - Infomation Technology Specialist @ (January 2000 - February 2003)
- Petty Officer 3rd Class - Fire Control @ (November 1994 - January 2000)
Gary Pratt Education
- The American College of Financial Services
Chartered Advisor in Philanthropy (CAP)
2013-2014 - Baker University
Bachelors
2003-2004 - Kansas State University 2000-2001
- Baker University
Bachelor of Business Administration - BBA
2004
Gary Pratt Skills
- Charitable Giving Strategies
- Endowments
- Donor Relations
- Gifts
- Planned Giving
- Charities
- Stewardship
- Foundations
- Living Wills
- Inheritance Tax Planning
- Annuities
- Prospect Research
- Gift Tax
- Fixed Annuities
- Strategy
- Public Speaking
- Wills
- Fundraising
- Estate Planning
- Nonprofits
- Trusts
- Wealth Management
- Volunteer Management
- Annual Giving
- Leadership
- Leadership Development
- Strategic Planning
- Community Outreach
- Event Planning
- Philanthropy
- Team Building
- Investments
- Financial Advisory
- Customer Service
- Public Relations
- Nonprofit Organizations
- Microsoft Office
- Microsoft Excel
- Training
Gary Pratt Summary
- Gary Pratt, based in United States, is currently a New Client Coordinator at Proactive Planning Wealth Advisory. Gary Pratt brings experience from previous roles at ONE ALLIANCE PROPERTY MANAGEMENT, LLC, His Way At Work, Meritrust Credit Union and Catholic Charities of Northeast Kansas. Gary Pratt holds a 2013 - 2014 Chartered Advisor in Philanthropy (CAP) @ The American College of Financial Services. With a robust skill set that includes Charitable Giving Strategies, Endowments, Donor Relations, Gifts, Planned Giving and more. Gary Pratt has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Proactive Planning Wealth Advisory Employees
Gary Pratt
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United States
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