Joseph Pratt Email & Phone Number
Senior Vice President, Senior Wealth Manager, Maine Team Leader @ Bar Harbor Wealth Management
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Joseph Pratt Location
- Bangor, ME, US
Joseph Pratt Work
- 2019 -now Senior Vice President, Senior Wealth Manager, Maine Team Leader @
- 2019 -now Senior Vice President @ Bar Harbor Trust Services
- 2015 -2019 President @ Bar Harbor Trust Services
- 2004 -2015 Managing Director and Trust Officer @
- 2002 -2004 Interim President @
- 2000 -2002 Vice President - Business Development @
- 1997 -2000 Vice President and Senior Trust Officer @
- 1995 -1997 Vice President and Trust Officer @
- 1993 -1995 Financial Advisor @
- 1986 -1992 Captain @
Joseph Pratt Education
- University of Oklahoma
M.A. Course Work (Public Administration)
1990-1990 - The Evergreen State College
M.A. Course Work (Public Administration)
1989-1989 - University of Maine
B.A. (International Affairs (Political Science/Economics))
1981-1986
Joseph Pratt Skills
- Trust Administration
- Estate Planning
- Planned Giving
- Charitable Gift Planning
- Financial Planning
- Charitable Gift Annuities
- Charitable Remainder Trusts
- Trust Company Management
- Regulatory Compliance
- Special Needs Trusts
- Business Succession Planning
- Endowment Management
- Wealth Transfer
- Strategic Planning
- Financial Analysis
- Public Speaking
- Risk Management
- Banking
- Management
- Fundraising
- Portfolio Management
- Nonprofits
- Investments
- Leadership
- Finance
- Financial Services
- Business Analysis
- Marketing
- Project Management
- Charitable Remainder
- Business Succession
- Charitable Gift
Joseph Pratt Summary
- Joseph Pratt, based in Bangor, ME, US, is currently a Senior Vice President, Senior Wealth Manager, Maine Team Leader at Bar Harbor Wealth Management. Joseph Pratt brings experience from previous roles at Bar Harbor Trust Services and Bar Harbor Bank & Trust. Joseph Pratt holds a 1990 - 1990 M.A. Course Work in Public Administration @ University of Oklahoma. With a robust skill set that includes Trust Administration, Estate Planning, Planned Giving, Charitable Gift Planning, Financial Planning and more. Joseph Pratt has 2 mobile phone numbers on RocketReach.
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Top Bar Harbor Wealth Management Employees
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John Testa
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Rob F.
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