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
- 2021 -now PCS Family Office Sr Mgr - National Team @ RSM US LLP
- 2015 -2021 Tax Senior Manager, Private Client Services @
- 2010 -2014 Principal @
- 2007 -2009 Tax Manager @
- 2005 -2007 President @ Susan C. Havens, Inc.
- 2001 -2004 Tax Supervisor @ McGladrey & Pullen, LLP, Burlington, MA
Susan Havens Education
- Valdosta State University, Valdosta, GA
Susan Havens Skills
- Leadership Skills
- CPA
- Income Tax
- Accounting
- Tax Planning
- Sales
- Financial Planning
- Wealth Management Services
- Tax
- Business Development
- Communication
- Family Office
- High Net Worth Individuals
- Relationship Building
- Program Management
- Customer Service
- Interpersonal Skills
- Management
- Analytical Skills
- Problem Solving
- Tax Research
- 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
- Financial Reporting
- Generational
- Mentoring
- PC
- Coordinated
- Units
- Financial Services
- Invoicing
- S Corporations
- Real Estate
- Addressing
- Empowerment
- Reporting
- Manufacturing
- Trusting
- Standardization
- Networking
- Funding
- Atlanta
- Wealth Management
- Producing Results
- Net
- Harris
- Tax Preparation
- 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 Valdosta State University, Valdosta, GA. With a robust skill set that includes Leadership Skills, CPA, Income Tax, Accounting, Tax Planning and more. Susan Havens has 2 emails and 3 mobile phone numbers on RocketReach.
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