Suzi Berget White
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Suzi Berget White Email & Phone Number

Associate Financial Advisor at Edward Jones
Location: Bozeman, Montana, United States 12 work roles 4 schools
1 work email found @prosperabusinessnetwork.org LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@prosperabusinessnetwork.org
LinkedIn Profile matched
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Current company
Role
Associate Financial Advisor
Location
Bozeman, Montana, United States
Company size

Who is Suzi Berget White? Overview

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Quick answer

Suzi Berget White is listed as Associate Financial Advisor at Edward Jones, a with 93 employees, based in Bozeman, Montana, United States. AeroLeads shows a work email signal at prosperabusinessnetwork.org and a matched LinkedIn profile for Suzi Berget White.

Suzi Berget White previously worked as Commercial Lender at First Security Bank Montana - Div. Of Glacier Bank and Business Consultant at White + Co Consulting. Suzi Berget White studied at Aasbc: Small Business Consultant Certification.

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Email format at Edward Jones

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*@prosperabusinessnetwork.org
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Profile bio

About Suzi Berget White

I am an innovative business leader and experienced business consultant driving growth and results. I was formerly the Director of the Montana Women’s Business Center and under my leadership, the Montana Women’s Business Center won the Small Business Administration’s National Award for "2019 Women's Business Center" of the Year. I have counseled more than 1,500 Montana business owners and non-profits focusing on business strategy, financial planning, marketing and sales. I was a small business owner who has successfully launched and brought to market three businesses and effectively expanded, and sold, a construction business. I am a senior development professional with more than twenty years of fundraising experience with federal and foundation grants, major gifts, planned giving, sponsorships, events, and capital campaigns. I have been a contributor to many podcasts, webinars, and regional and national events. Professional award highlights include winning the "Montana Ambassador of the Year" award in 2020, the “Big Sky Pinnacle” award in 2019 and the “20 under 40” award in 2018.I am proud to serve on the Montana Ambassadors board and am the Vice Chair for the Bozeman Chapter. I also serve on the the City of Bozeman Downtown Urban Renewal District board focusing on keeping our downtown vibrant. I have also served on the Bozeman Job Service Board and am currently involved with Bozeman Connect Leads Group, Leading Bozeman networking group, the 2024 International Women’s Day Summit committee, and the Girls on the Run program.

Listed skills include Microsoft Office, Customer Service, Event Management, Fundraising, and 38 others.

Current workplace

Suzi Berget White's current company

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Edward Jones
Edward Jones
Associate Financial Advisor
Bozeman, MT, US
Website
Employees
93
AeroLeads page
12 roles · 26 years

Suzi Berget White work experience

A career timeline built from the work history available for this profile.

Commercial Lender

Current

Downtown Bozeman - Main Street

Commercial lending for all banking related needs including loans, lines of credit, purchasing and payable cards, CD's, and business checking accounts.

Jun 2023 - Present

Business Consultant

White + Co Consulting

Montana, United States

I am here to help business owners and nonprofit leaders succeed by offering assistance with:Business Consulting and GrowthBusiness Planning Business DevelopmentHuman ResourcesProject ManagementFundraising and Grant WritingEvent and Tradeshow ManagementMarketing and Social Media

Apr 2023 - Jun 2023

Director Of Business Development

Bozeman, Mt

• Fundraise through grant writing, annual fundraising events, workshops, and programs. • Grant writer and manager for federal, state, and private grants.• Find and develop new strategic sales partnerships and improve sales conversion. • Assist corporate clients with sales, government contracting, financial projections, business planning, and lending.• Work in the leadership team to execute the strategic plan, achieving or exceeding objectives. • Direct and manage the activities of the membership, business counseling, continuing education, marketing, fundraising, and events team of five, as well as independent contractors, four committees and advisory boards with 50+ total volunteers. • Manage public relations through marketing, website, social media platforms, and media channels. • Connect and communicate with the business community.

Nov 2019 - Apr 2023

Montana Women'S Business Center Program Director

Bozeman, Mt

• Ran a national award-winning program to help entrepreneurs grow their businesses through business consulting, trainings, finance preparation, business development grants, networking, and mentoring. • Annually raised private funds for the MT Women’s Business Center Impact Grant Fund and managed and distributed funds to four women owned businesses annually.• Oversaw federal grant with the SBA through the Office of Women's Business Ownership.• Consulted on financial strategy, lending options, new business development, strategic planning, marketing, social media, customer service, human resources, sales, and business analysis. • Collaborated with Loan Funds team and bankers to develop a strategy for loan clients to become bankable. • Developed curriculum, taught, and spoke on business related topics including finance, sales, and marketing in person and virtually.• Team leader that managed two staff members, 10+ independent contractors, and 30+ volunteers.

Feb 2016 - Nov 2019

Grant Writer + Human Resources Consultant

Suzi White Consulting

Bozeman

Grant writing and fundraising for various charities as well as Human Resource consulting for a local restaurant.

Dec 2013 - Jan 2016

Development Manager

Bozeman, Mt

• Oversaw all sales and fundraising activities including grant writing, annual giving, and events.• Implement efficient grants and donor management system; run monthly reports and segment lists. • Collaborate with colleagues to produce financial reports for the Executive Director and Board. • Work with marketing team to produce development ads for in-house publication, PERC Reports.

Aug 2013 - Jan 2016

Co-Owner

Belgrade, Mt

• Owned a rain gutter company with more than 5000 customers overseeing sales, administrative operations including bookkeeping, HR, budgeting, tax preparation, contract negotiation, and customer service. • Successfully sold the business to a regional competitor in April 2015.

Jan 2010 - Jul 2015

Development & Benefit Events Manager

Bozeman, Mt

• Planned, strategized, and implemented all logistics of sales and fundraising events with 450+ guests including donor cultivation, budgeting, cash and in-kind sponsorship solicitation, contract negotiation, marketing, customer service, and committee and volunteer leadership. • Managed full-time assistant, interns, 140+ volunteers, 25+ vendors.

Nov 2006 - Aug 2013

On-Location Event Manager

The Joe Foss Institute

Bozeman, Mt

May 2012 - Aug 2012

Outdoor Educator

Seasonally worked for Montana Outdoor Science School in Bozeman, MT, the Glacier Institute in West Glacier, MT and Hawaii Volcanoes National Park in Hilo, HI.

2001 - 2005 ~4 yrs
Team & coworkers

Colleagues at Edward Jones

Other employees you can reach at ourbank.com. View company contacts for 93 employees →

4 education records

Suzi Berget White education

Education record

Aasbc: Small Business Consultant Certification

Education record

Irondale Senior High School

Mounds View, MN

FAQ

Frequently asked questions about Suzi Berget White

Quick answers generated from the profile data available on this page.

What company does Suzi Berget White work for?

Suzi Berget White works for Edward Jones.

What is Suzi Berget White's role at Edward Jones?

Suzi Berget White is listed as Associate Financial Advisor at Edward Jones.

What is Suzi Berget White's email address?

AeroLeads has found 1 work email signal at @prosperabusinessnetwork.org for Suzi Berget White at Edward Jones.

Where is Suzi Berget White based?

Suzi Berget White is based in Bozeman, Montana, United States while working with Edward Jones.

What companies has Suzi Berget White worked for?

Suzi Berget White has worked for Edward Jones, First Security Bank Montana - Div. Of Glacier Bank, White + Co Consulting, Prospera Business Network, and Suzi White Consulting.

Who are Suzi Berget White's colleagues at Edward Jones?

Suzi Berget White's colleagues at Edward Jones include Lillian Haggard, Keegan Wickstrom, Scott Sehnert, Michelle Barstad, and Shauna Curtis.

How can I contact Suzi Berget White?

You can use AeroLeads to view verified contact signals for Suzi Berget White at Edward Jones, including work email, phone, and LinkedIn data when available.

What schools did Suzi Berget White attend?

Suzi Berget White studied at Aasbc: Small Business Consultant Certification.

What skills is Suzi Berget White known for?

Suzi Berget White is listed with skills including Microsoft Office, Customer Service, Event Management, Fundraising, Charity, Recruiting, Charities, and Social Media Marketing.

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