SUSAN E. FISHER, CFP®, CGPA

**** ********** *** *******, ************ 18969

215-***-**** adhec5@r.postjobfree.com

www.linkedin.com/in/SusanElizabethFisher

S U M M A R Y

A collaborative and client-focused FINANCE EXECUTIVE with extensive experience in wealth management, trusts, IRA portfolios, estate planning, business development, charitable planning, risk assessment, loans, endowments, nonprofit organizations, donor relationships and gifting policies. Maintains knowledge of changing regulations to uphold compliance. Leverages strong interpersonal and analytical skills to improve business development initiatives and customer loyalty. A proactive, articulate team leader adept at collaboration and motivation; detail-oriented initiator able to prioritize and achieve goals. A top-performing and innovative leader who contributes to the ongoing growth and development of an organization.

E X P E R I E N C E

PNC BANK, NA Philadelphia, Pennsylvania

Vice President, Senior Trust Advisor and Senior Relationship Strategist – Asset Management Group 2015-2020 Managed trust, investment management and IRA portfolio of 90 full relationships, totaling $200,000,000. Provided comprehensive planning for high-net-worth families and individuals, often with a multigenerational estate planning focus. Examined trust documents to assure compliance with intent of grantor, managing needs of current beneficiaries while protecting both current and remainder interests. Acted as team leader, monitoring legislative changes affecting existing estate plans while contacting clients to advise of possible updates. Responsible for team’s annual client relationship planning, reviewing all financial aspects of client goals and path to achievement.

Increased multigenerational accounts and estate planning for ultra-high-net-worth families annually

Grew full financial participation of clients through insurance risk mitigation

Retained 90% of assets of deceased clients through proactive engagement with heirs, establishing plans to meet their goals and acquiring additional outside assets as a result PENN COMMUNITY BANK Buckingham, Pennsylvania

Vice President and Senior Trust Officer 2012-2015

Oversaw trust department, including compliance, supervision, budgeting, goals and projections. Administered and managed trust accounts to ensure account administration was in compliance with federal and state laws. Read legal documents to interpret trust law, making sure the department met tax requirements for trust accounts. Led business development for revocable trusts, charitable trusts, special needs trusts and executorships. Specialized in estate and retirement planning. Implemented a strategy to grow the client base by cultivating complex client and donor relationships.

Grew trust AUM by 12% in three years

Spoke quarterly to the local Bar Association regarding benefits of using trusts for specific client situations

Established a 501(c)(3) donor-advised fund under the Bank’s Charitable Foundation; functioned as Executive Director VILLANOVA UNIVERSITY Villanova, Pennsylvania

Associate Director of Planned Giving 2011-2012

Served as state and charitable planning specialist, working closely with university general counsel for complex asset gifts. Planned giving resource support for major gifts officers. Handled donor solicitations for large planned gifts. Developed donor base for assigned national regions, including alumni, parents, corporate supporters and friends. Developed strategy for introducing an annual giver to planned giving. Accompanied the University President on nationwide promotions to introduce the $20,000,000 Capital Campaign to regional donors.

Susan E. Fisher, CFP®, CGPA, Page 2

Acquired numerous Capital Campaign gifts, including a $6,000,000 Engineering College scholarship for the University

Educated major gift officers on the characteristics of a prospect for planned giving

Served as a financial, legislative and tax resource for development personnel UNIVEST NATIONAL BANK AND TRUST COMPANY Souderton, Pennsylvania Vice President and Senior Financial Advisor 2005-2011 Managed investment portfolios totaling $60,000,000. Handled financial planning services for high-net-worth individuals, including family goal identification and execution in areas of pre-retirement, retirement, charitable and estate planning in wealth management and trust departments. Served as relationship manager for investment services to individuals, assessing risk tolerances, analyzing cash flow and structuring investment portfolios with appropriate asset allocations and holdings. Held regular face-to-face client meetings to discuss account performance, client goals and additional needs and services.

Specialized in serving women’s demographics, including single, divorced and widowed

Planned and executed annual Center of Influence educational events as well as regular networking events

Speaker at the Bucks County Women Lawyers event, “Best Financial Practices for Professional Women” UNIVEST FOUNDATION Souderton, Pennsylvania

Charitable Trust Officer 2005-2011 (Concurrent)

Structured planned giving programs for nonprofit clients, including board education seminars, consulting services and donor interactions. Managed charitable gift annuities, donor-advised funds, charitable remainder and lead trusts and endowments. Organized investment portfolios for nonprofit endowment funds and advised on gifting and spending policies. Established national nonprofit relationships based on referrals and recommendations.

Established organizational account numbering, recording metrics and state charitable filing schedule

Consulted with donors nationwide, advising on how to structure planned gifts from aspects of state law and tax impact

Grew Foundation accounts from one in 2005 to 93 in 2011 A D D I T I O N A L E X P E R I E N C E

UNIVEST NATIONAL BANK AND TRUST COMPANY, Souderton, Pennsylvania, Credit Analyst, 2002-2005. Served as underwriter for loan portfolio of seven-figure nonprofit organizations. Partnered in IDA and CLCDC loan packages. E D U C A T I O N

CHESTNUT HILL COLLEGE, Chestnut Hill, Pennsylvania M.Ed.

HOUGHTON COLLEGE, Houghton, New York

B.S., Business Administration

C E R T I F I C A T I O N S

Certified Financial Planner (CFP®)

Charitable Gift Planning Associate (CGPA)

Susan E. Fisher, CFP®, CGPA, Page 3

L I C E N S U R E

Series 6, 7 and 63

Life and Health Insurance

P R O F E S S I O N A L D E V E L O P M E N T

Skilled with eMoney Financial Planning Software

PA Bankers Trust and Wealth Management School

Highest Honors

B O A R D M E M B E R S H I P S

Bucks County Estate Planning Council, Board of Directors North Penn YMCA, Executive Board of Directors

Mercer Museum, Board of Trustees

Bucks County Community College, Planned Giving Council (previous) A F F I L I A T I O N S

Financial Planning Association of Philadelphia

Planned Giving Council of Greater Philadelphia

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