Susan Havens Email & Phone Number
PCS Family Office Sr Mgr - National Team @ RSM US LLP
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Susan Havens Location
- Atlanta, GA, US
Susan Havens Work
- PCS Family Office Sr Mgr - National Team @ RSM US LLP (November 2021 - Present)
- Tax Senior Manager, Private Client Services @ (December 2015 - November 2021)
- Principal @ (January 2010 - January 2014)
- Tax Manager @ (January 2007 - January 2009)
- President @ Susan C. Havens, Inc. (January 2005 - January 2007)
Susan Havens Education
- Valdosta State University
BBA (Accounting)
Susan Havens Skills
- Accounting
- Analytical Skills
- CPA
- Communication
- Family Office
- Financial Planning
- Financial Reporting
- High Net Worth Individuals
- Income Tax
- Interpersonal Skills
- Leadership Skills
- Management
- Problem Solving
- Real Estate
- Relationship Building
- Tax
- Tax Planning
- Tax Preparation
- Tax Research
- Wealth Management Services
- Sales
- Business Development
- Program Management
- Customer Service
- Finance
- Construction
- Cash Flow
- Microsoft Office
- Insurance
- Revenue
- Public Speaking
- Business Services
- Women's
- Budgeting
- Reviews
- Personal Services
- Marketing
- Meetings
- Trusts
- Internal Staff
- Healthcare
- Business Administration
- Strategies
- Management Consulting
- Generational
- Mentoring
- PC
- Coordinated
- Units
- Financial Services
- Invoicing
- S Corporations
- Addressing
- Empowerment
- Reporting
- Manufacturing
- Trusting
- Standardization
- Networking
- Funding
- Atlanta
- Wealth Management
- Producing Results
- Net
- Harris
- Project
- New Business Development
- Investments
- Documentation
- Leadership Capabilities
- Distribution
- Project Planning
- Engagements
- Corporations
- Supervision
- Compliance
- CRM
- Trustees
- Special Projects
- Instrumental
- Equipping
- Natural Resources
- Valuation
- Estate Law
- Cash Flow Forecasting
- Analysis
- Solutions Marketing
- Start Ups
- Consulting
- Tax Compliance
- Service Lines
- Foundations
- Billings
- Hospitality
- Client Services
- Training
- Attorneys
- Data Access
- Research
- Peachtree
- Internal Audit
- Sage Act
- Retaining
- Partnerships
- Streamline
- C
- Georgia
- Families
Susan Havens Summary
- Susan Havens, based in Atlanta, GA, US, is currently a PCS Family Office Sr Mgr - National Team at RSM US LLP. Susan Havens brings experience from previous roles at Aprio, Pathstone Family Office (Harris MyCFO), Bennett Thrasher, PC and Susan C. Havens, Inc.. Susan Havens holds a BBA in Accounting @ Valdosta State University. With a robust skill set that includes Accounting, Analytical Skills, CPA, Communication, Family Office and more. Susan Havens has 2 emails and 3 mobile phone numbers on RocketReach.
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