Susan Head currently provides consultative services for not for profit clients. Her work includes the development of strategic plans, mission statements, grant guidelines and assists foundations and public charities in establishing policies. She serves as co-trustee on charitable trusts and foundations.
Susan was a senior vice president and senior philanthropic specialist for Wells Fargo from 1981-2016. She was responsible for charitable and nonprofit relationships in New Jersey and New York. Additionally, she provided consultative support for Abbott Downing’s foundation and endowment clients in these markets.
As a philanthropic specialist, she was responsible for overseeing the administration and investments of endowments, foundations and planned giving assets. In addition, she helped not-for-profit clients and donors explore which charitable giving strategies may work best, given the not-for-profit organization’s and donor’s unique sets of needs.
It is through Susan’s efforts that Montclair State University received financial support for the John J. Cali School of Music Building Fund and the Cali Connect Program, and for the Shanghai Quartet Scholarship from the Frank and Lydia Bergen Foundation. She is the 2006 recipient of the Montclair State University Carpe Diem Award.
Susan earned a BA from Western Maryland College, an MA in psychology from Montclair State University and an MBA from Fairleigh Dickinson University. In addition, she holds the designation of Certified Financial Planner. Susan is active in various civic and community service organizations including serving as a former board chair and current chair of the Development Committee with the Trinitas Health Foundation.