Gail Robertson Email and Phone Number
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Strategic Finance Executive with Juris Doctor and expertise in arbitrage compliance. Flawless record of assisting bond issuers in the clearance of IRS examinations. Experienced in mediation and negotiation. Strongly committed to providing quality client services. Extensive work with issuers, financial advisors, underwriters, trustees, and bond attorneys on large tax-exempt bond transactions. • Built a successful arbitrage practice from the ground up representing high-profile clients and generating significant revenues.• Leadership and management of arbitrage operations and services (reporting, consulting, IRS examinations and inquiries, drafting and implementation of post-issuance compliance policies and procedures).• Ensure compliance with Internal Revenue Code and Treasury Regulations in all arbitrage reporting and tax filings. Core Skills: Strategic Planning & Execution, Relationship Building, Consultative Client Services, Critical Thinking, Adaptable Leadership, Problem Anticipation, Prevention, Resolution
Government Capital Corporation
View- Website:
- govcap.com
- Employees:
- 204
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Vice President - Government Capital Securities CorporationGovernment Capital Corporation Jul 2021 - PresentGreater Minneapolis-St. Paul AreaProvider of municipal advisory services, including arbitrage rebate reporting. -
Director Of Arbitrage ServicesAem Financial Solutions 2018 - Jul 2021Edina, Minnesota, United StatesProvided arbitrage compliance services and pricing opinions to issuers of municipal bonds. -
Vice President, Arbitrage Managing Director (Arbitrage Compliance Consulting)Ehlers 2007 - 2018Roseville, Mn(employee-owned independent advisory services provider to municipalities and school districts)Planned and built the firm's arbitrage practice to unprecedented revenues. Provided comprehensive arbitrage compliance services to issuers of tax-exempt bonds. • Created more competitive breadth of services that led to procurement of arbitrage and bond business from multiple issuers.• Flawless record of assisting bond issuers in the clearance of IRS examinations. -
Public Finance Manager (Arbitrage Consulting & Escrow Verification Services)Mcgladrey 2005 - 2007Minneapolis, Mn(independent provider of audit, tax, and consulting services)Provided arbitrage rebate compliance and escrow verification services in connection with tax-exempt bonds. Transferred arbitrage rebate practice of McGladrey & Pullen, LLP to RSM McGladrey. • Ensured proceeds of tax-exempt issues were invested and spent in conformity with regulations and that excess earnings were properly rebated back to the federal government.• Ensured receipts from escrow securities were sufficient to pay debt service requirements associated with refunded bonds and that the yield on the escrow account did not exceed regulatory limits. -
Public Finance Manager (Arbitrage Rebate Compliance & Escrow Verification Services)Grant Thornton Llp 1997 - 2005Greater Minneapolis-St. Paul Area(international provider of independent audit, tax, advisory services)Provided arbitrage rebate, escrow verification, and restructuring services for tax-exempt bonds between 1997-2000 and then again from 2003-2005. Also provided loan defeasance services in connection with taxable debt. Promoted from Associate to Senior Associate, then Manager.• Ensured proceeds were invested and spent in conformity with regulatory guidelines and that excess earnings were properly rebated back to the federal government.• Ensured receipts from escrow securities were sufficient to pay debt service requirements associated with refunded bonds and that the yield on the escrow account did not exceed regulatory limits.• Project managed large, complex bond re-financings for some of the largest issuers in the country.
Gail Robertson Skills
Gail Robertson Education Details
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Carlson School Of Management -
Juris Doctor (Jd) - Cali Award For Commercial Real Estate - Dean'S List
Frequently Asked Questions about Gail Robertson
What company does Gail Robertson work for?
Gail Robertson works for Government Capital Corporation
What is Gail Robertson's role at the current company?
Gail Robertson's current role is Vice President - Government Capital Securities Corporation.
What is Gail Robertson's email address?
Gail Robertson's email address is gr****@****inc.com
What is Gail Robertson's direct phone number?
Gail Robertson's direct phone number is +165169*****
What schools did Gail Robertson attend?
Gail Robertson attended University Of Minnesota-Twin Cities, Hamline University School Of Law.
What skills is Gail Robertson known for?
Gail Robertson has skills like Financial Analysis, Financial Modeling, Public Finance, Strategic Planning, Finance, Budgets, Investments, Government, Managerial Finance, Financial Planning, Management, Risk Management.
Who are Gail Robertson's colleagues?
Gail Robertson's colleagues are Tebogo Laletsang, Anuradha Kapur, Hans Van Der Star, Anngie Cuaton, Jordi Bakker, Freddy Shr, Carrie Salazar.
Not the Gail Robertson you were looking for?
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Gail Robertson
Us Department Of Housing And Urban Development (Retired) U.S. GovernmentUnited States -
Gail Robertson
Elmhurst, Il2comcast.net, emhc.org3 +163083XXXXX
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1wisc.edu
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