Strategy And Finance
Current
2014 - Present
~12 yrs 6 mos
AeroLeads people directory · profile
Susan B. Email & Phone Number
Philanthropy, Family Office, Mergers & Exit Strategies, Investments, Entrepreneurship, Board Member
at
JMC Philanthropic Advisors
1 work email found
@bbrgroup.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Philanthropy, Family Office, Mergers & Exit Strategies, Investments, Entrepreneurship, Board Member
Location
Santa Barbara, California, United States
Who is Susan B.? Overview
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Quick answer
Susan B. is listed as Philanthropy, Family Office, Mergers & Exit Strategies, Investments, Entrepreneurship, Board Member at JMC Philanthropic Advisors, based in Santa Barbara, California, United States. AeroLeads shows a work email signal at bbrgroup.com and a matched LinkedIn profile for Susan B..
Susan B. previously worked as Strategy and Finance at Jmc Philanthropic Advisors and Partner at Block, Bowman & Associates, Llc. Susan B. holds B.S, Mba, Chemistry, Medical Technology, Masters Business Admin - Finance & Marketing from University Of Wisconsin.
Company email context
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*@bbrgroup.com
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Profile bio
About Susan B.
Midwestern roots. Strategic philanthropic advisor for family and corporate foundations across a wide range of funding areas, with a special focus on climate change, biodiversity and wildlife conservation. Family office Board member and investment advisor. Strategic advisor and investment banker with strong background in Mergers and Acquisitions. Works with startups, mid-sized and large established firms as CEO, Board member, CFO, Strategic Planning and Business Development roles. In this capacity, assists in developing and implementing growth strategies and exit strategies. Handles sell-side merger assignments from beginning to close. Professor in Finance and Entrepreneurship
Listed skills include Product Marketing, Restructuring, Strategic Partnerships, Executive Management, and 25 others.
Current workplace
Susan B.'s current company
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Jmc Philanthropic Advisors
Website
AeroLeads page
13 roles · 46 years
Susan B. work experience
A career timeline built from the work history available for this profile.
Partner
Current
Block, Bowman & Associates, Llc
Comprehensive strategic advisory services. Assignments include: Board and advisory roles, single family office, planning and management, mergers and acquisitions, divestitures, exit strategies, growth and expansion planning, competitive positioning, strategic marketing, startups, turnarounds, restructuring, and exit strategies.
Oct 1995 - Present
Board Member Private Investment Firm
Current
Baciu Family Capital & Management
Aug 2009 - Present
Board Of Directors
Mit Enterprise Forum
2005 - 2018
~13 yrs
Faculty Technology Management Program Dept.Of Engineering
Developed and taught the following courses for the Technology Management Program: New Venture Finance for Technology Startups, Intellectual Property and Legal Issues for Technology Startups, Project Management for Technology Startups, Business Planning for Technology Startups (developing a business plan and investor presentation) and Opportunity Assessment for Technology Startups.
2004 - Feb 2011
Chair, Business Plan And Mentoring
Central Coast Venture Forum
1997 - 2004
~7 yrs
Advisory Board
1999 - 2002
~3 yrs
Faculty
Taught the following courses in the Economics Department: Investments and Portfolio Management, Corporate Finance, Management Information Systems, Business Strategy, Competitive Analysis, Financial Statement Analysis and Mergers & Acquisitions
1991 - 1999
~8 yrs
Ceo And Member Board Of Directors.
First Successful Protein/Nutrition Bar Company In Emerging
CEO for turnaround and positioning of startup that subsequently went public and was sold to Kraft Foods for $290 million.
Jan 1991 - Dec 1994
Investment Banker, Mergers & Acquisitions
Montgomery Securities
Involved in all phases of the mergers and acquisition process for both buy side and sell side transactions. Responsibilities included: valuation, identifying and contacting potential purchasers or investors, writing offering memorandum, structuring transactions to meet accounting, tax and legal objectives, negotiating transactions; coordinating and reviewing legal documentation; and closing the transaction. Responsible for the sale of Safeway’s Liquor Barn operations by Kohlberg, Kravis and Roberts. Participated in raising capital through private placements, structured leveraged buyouts, conducted fair value opinions, and served as Private Equity and Venture Capital firm liaison. Worked in a wide variety of industry groups including: consumer, software, high tech, medical and bio-tech.
1986 - 1990
~4 yrs
Turnaround Consultant
Crocker National
Worked on turnaround of Crocker Bank and subsequent sale to Midland and then Wells
1984 - 1986
~2 yrs
Strategic Planning Consultant
Safeway Foods
Worked on profit maximizing strategies and foreign exchange exposure
Oct 1983 - Jun 1985
1981 - 1983
~2 yrs
1 education record
Susan B. education
-
University Of Wisconsin
FAQ
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Quick answers generated from the profile data available on this page.
What company does Susan B. work for?
Susan B. works for JMC Philanthropic Advisors.
What is Susan B.'s role at JMC Philanthropic Advisors?
Susan B. is listed as Philanthropy, Family Office, Mergers & Exit Strategies, Investments, Entrepreneurship, Board Member at JMC Philanthropic Advisors.
What is Susan B.'s email address?
AeroLeads has found 1 work email signal at @bbrgroup.com for Susan B. at JMC Philanthropic Advisors.
Where is Susan B. based?
Susan B. is based in Santa Barbara, California, United States while working with JMC Philanthropic Advisors.
What companies has Susan B. worked for?
Susan B. has worked for Jmc Philanthropic Advisors, Block, Bowman & Associates, Llc, Baciu Family Capital & Management, Mit Enterprise Forum, and Ucsb.
How can I contact Susan B.?
You can use AeroLeads to view verified contact signals for Susan B. at JMC Philanthropic Advisors, including work email, phone, and LinkedIn data when available.
What schools did Susan B. attend?
Susan B. holds B.S, Mba, Chemistry, Medical Technology, Masters Business Admin - Finance & Marketing from University Of Wisconsin.
What skills is Susan B. known for?
Susan B. is listed with skills including Product Marketing, Restructuring, Strategic Partnerships, Executive Management, Mergers, Valuation, Start Ups, and Financial Modeling.
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