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2017-01-13T00:00:00.000Z

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Susan L. Peterson

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Email: s***@***.com

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Company Description

We specialise in meeting the banking needs of medium-to-large businesses with annual turnovers of between NZ$2m and NZ$150m. Drawing from our capabilities, expertise and comprehensive product range, we can offer solutions for customer needs throughout t ... more

Find other employees at this company (22,931)

Background Information

Employment History

Managing Director, Wealth Strategies Advisor

U.S. Trust Corporation

Director of Philanthropic Partnerships

The Seattle Foundation

Partner

Schwabe , Williamson & Wyatt , P.C.

Partner

Holland & Knight LLP

Affiliations

Active Member
American Bar Association

Education

B.A.

Natural Sciences & Mathematics

Edinboro University

B.S.

Communication Arts

Clarion University

M.B.A.

Clarion University

bachelor of arts

University of Washington

juris doctor

Harvard Law School

Web References (22 Total References)


Wealth Management Market Update - Q2 2015 - Profusion

profusiongroup.com [cached]

Susie Peterson - new NSW State Manager at ANZ Financial Planning


Meet Our Staff | Peterson Insurance Services, Inc.

www.petersoninsurance.com [cached]

Susie Peterson, CPIA, CISR


Susan ...

www.seattlefoundation.org [cached]

Susan Peterson

Director, Gift Planning


Susan ...

www.seattlefoundation.org [cached]

Susan Peterson

Learn more about our Philanthropic Services team staff member Susan Peterson and more at SeattleFoundation.org.


Susan ...

www.seattlefoundation.org [cached]

Susan Peterson

...
Susan Peterson
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Susan Peterson
Director, Gift Planning
(206) 515-2127
Email Susan Peterson
Susan advises philanthropists who choose to make charitable gifts through their wills and estate plans do so in a satisfying way while also meeting the needs of our community.
...
Susan began her career as an attorney in private practice, advising clients on Trust and Estate matters. Most recently, Susan was a managing director at U.S. Trust, devising holistic wealth management solutions for private clients and their families. She is a graduate of University of Washington and Harvard Law School.
Susan has been working at Seattle Foundation since 2015.

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