Sue Marsh Email & Phone Number
Director Trust and Tax Balefire Wealth @ Balefire Wealth
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Sue Marsh Location
- Hinsdale, IL, US
Sue Marsh Work
- Director Trust and Tax Balefire Wealth @ (January 2025 - Present)
- Partner, Family Wealth Planning @ Navitas Wealth Advisors (August 2021 - Present)
- Sr Business Transition Strategist and Sr Wealth Planning Strategist and Sr Vice President @ (August 2015 - August 2021)
- Director of Planning and CFO @ Navitas Wealth Advisors, Inc. (August 2004 - August 2015)
- Co Owner @ Marsh Design Services (July 1998 - July 2004)
- Partner @ (July 1990 - June 1998)
Sue Marsh Education
- DePaul University
Master's Degree (Taxation)
- Indiana University Bloomington
Bachelor's Degree (Accounting and Business/Management)
Sue Marsh Skills
- Business Development
- Income Tax
- Digital Marketing
- CFO
- Sales
- Sage
- Partnerships
- Cash Management
- Estate Planning
- Buy Sell Agreements
- Trusts
- CPA
- Mentoring
- Leadership
- Nonprofits
- Program Development
- Fundraising
- Social Services
- Volunteer Management
- Public Speaking
- Grant Writing
- Community Outreach
- Annual Giving
- Grants
- Non Profits
- Philanthropy
- Event Planning
- Board Development
- Stewardship
- Staff Development
- Strategic Planning
- Leadership Development
Sue Marsh Summary
- Sue Marsh, based in Hinsdale, IL, US, is currently a Director Trust and Tax Balefire Wealth at Balefire Wealth. Sue Marsh brings experience from previous roles at Navitas Wealth Advisors, Wells Fargo, Navitas Wealth Advisors, Inc. and Marsh Design Services. Sue Marsh holds a Master's Degree in Taxation @ DePaul University. With a robust skill set that includes Business Development, Income Tax, Digital Marketing, CFO, Sales and more. Sue Marsh has 1 emails and 1 mobile phone numbers on RocketReach.
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