Gary Pratt Email & Phone Number
New Client Coordinator @ Proactive Planning Wealth Advisory
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Gary Pratt Location
- United States
Gary Pratt Work
- 2026 -now New Client Coordinator @
- 2015 -now Partner @
- 2025 -2026 Director of Development @ His Way At Work
- 2022 -2025 Private Banking Officer @
- 2019 -2022 Senior Director Of Development @
- 2018 -2019 Director Of Advancement @
- 2006 -2018 Planned Giving Officer @
- 2005 -2006 Financial Advisor @
- 2000 -2003 Petty Officer 3rd Class - Infomation Technology Specialist @
- 1994 -2000 Petty Officer 3rd Class - Fire Control @
Gary Pratt Education
- The American College
Chartered Advisor in Philanthropy (CAP)
2013-2014 - Baker University
Bachelors
2003-2004 - Kansas State University 2000-2001
- Baker University
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. With a robust skill set that includes Charitable Giving Strategies, Endowments, Donor Relations, Gifts, Planned Giving and more. Gary Pratt has 1 emails on RocketReach.
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