Gordon M. Email & Phone Number

- Provide credit evaluations and make recommendations to portfolio managers supporting portfolio management, bond trading, and acquisitions. Bonds analyzed span all levels of credit quality and include high yield and distressed credits.- Make relative value recommendations for bond acquisitions.- Credits analyzed include special tax/special assessment, project finance, tax increment, healthcare, municipal and corporate utility, tax backed, corporate, senior living, and private higher education.- Contact issuers, investment bankers, trustees and other parties to obtain timely information related to bond purchases and portfolio holdings. Participate in or attend new issue credit presentations.- Track and distribute timely and targeted news and information concerning sector credit developments and tax-exempt debt issuers to colleagues.- Conduct ongoing credit surveillance as required by credit risk level. - Build and maintain Excel credit templates with Bloomberg Add-In features. Write research notes, update credit related spreadsheets, and maintain research library.

- Provided credit evaluations and make recommendations supporting daily municipal bond trading and acquisition decisions. Gather information supporting trading and portfolio strategy.- Analyzed credit ranging from Below Investment Grade to High Grade with emphasis on low investment grade and below investment grade credits.- Contacted issuers, investment bankers, trustees and other parties to obtain timely credit information needed for bond trading activities.- Conducted ongoing credit surveillance of frequently traded credit or fluid credit situations.- Implemented the use of Bloomberg Add-Ins for improved research. - Expanded and organize research library, created sector oriented Excel templates.

- Advised brokerage & portfolio managers on municipal credit risks across all tax-exempt sectors.- Organized credit information and municipal research.- Conducted credit reviews of potential client portfolios.- Contributed articles on current topics of municipal finance for monthly newsletter.- Prepared and provided collateral marketing documents for external presentations.

New York | San Francisco | London | Paris | Bermuda, Us

- Supervised four underwriters and one administrator. Reported to Managing Director, Public Finance. - Underwrote bond insurance transactions in tax backed, lease, utility, airport, and special tax sectors.- Presented credit applications to Credit Committee.- Spearheaded expansion in regional special district debt markets including Texas Municipal Utility Districts, Special Assessment Districts, Colorado Metro Districts, and Mello Roos (California) Districts. - Developed, circulated, and presented internal credit criteria for special district transactions.

Frankfurt Am Main, Hessen, De

- Developed new business and retained existing business in the western United States and Texas. Increased portfolio by 10% to over $4 billion of supported debt.-Underwrote credit for municipal bond issuers various sectors including tax-backed, healthcare, lease, airport revenue, sales taxes, water and electric utility, and public higher education. - Significant clients including Metropolitan Water District of Southern California, Bay Area Toll Authority, the State of California, California Housing Finance Agency, the State of Washington, Harris County, TX, University of California, and Intermountain Health Care. - Negotiated business terms for new transaction and amendments for

Us

- Underwrote credit applications for municipal letter of credit and liquidity facilities in tax-backed, healthcare, airport, toll road, water/electric utility, higher education, and student loan sectors. - Conducted annual credit surveillance and updated bank documentation of clients.- Recommended credit terms/covenants - Expanded and improved Microsoft Access municipal transaction database used for credit compliance.

New York, Ny, Us

- Analyzed municipal bond transactions and made rating recommendations for municipal utilities, and tax-backed bonds. Developed expertise in municipal electric, water, sewer and solid waste sectors.- Conducted informational meetings with municipal bond issuers and made site visits. - Wrote credit updates, analyses, and credit commentaries for publication in CreditWeek Municipal.

Us

- Analyzed airline industry economic and market trends, SEC and FAA data, and other industry information for use in departmental strategic plans. Reviewed airport lease terms.- Developed Aviation Department business policies, including ground transportation fee policies.

M.P.A., Public Policy

Ab, Government

Education record