James M Mcnulty, Cfa, Ctp, Caia, Cfp Email & Phone Number

Chicago, Il

Blue Rose Capital Advisors provides comprehensive financial advisory services to the Public Finance sector, primarily to public and private colleges and universities and other 501(c)3 institutions. As registered Municipal Advisors, our primary role is to provide expert, independent advice regarding capital planning, financial management, and transaction execution to these institutions. In this role my experience includes:• Delivering day-to-day financial advisory services to over 20… Show more Blue Rose Capital Advisors provides comprehensive financial advisory services to the Public Finance sector, primarily to public and private colleges and universities and other 501(c)3 institutions. As registered Municipal Advisors, our primary role is to provide expert, independent advice regarding capital planning, financial management, and transaction execution to these institutions. In this role my experience includes:• Delivering day-to-day financial advisory services to over 20 ongoing client relationships for institutions ranging in size from small private college to large comprehensive universities • Leading and supporting over 100 debt issuance transactions totaling over $5.0 billion• Engineering and operating the firm’s pricing desk to negotiate competitive fixed rate bond pricings• Designing and developing proprietary analytical models for credit assessment, debt capacity, bond structuring, debt monitoring, and other tailored financial analysis• Communicating recommendations and analysis directly to client staff as well as board of trustees members and finance committees• Identifying business development opportunities and strategies in the higher education sector Show less

John Vincent & Company merged with Blue Rose Capital Advisors in January 2015.

Chicago, Il

The Chicago Public Schools is the third-largest K-12 school district in the United States, with over 600 schools serving almost 400,000 students. Throughout high school and college I interned at the Central Office primarily in the Department of Finance, but also spent considerable time in the departments of Treasury, Accounting, Risk & Benefits, and Accounts Payable.In these roles my experience included:• Analyzing the financial operations of a large organization from multiple… Show more The Chicago Public Schools is the third-largest K-12 school district in the United States, with over 600 schools serving almost 400,000 students. Throughout high school and college I interned at the Central Office primarily in the Department of Finance, but also spent considerable time in the departments of Treasury, Accounting, Risk & Benefits, and Accounts Payable.In these roles my experience included:• Analyzing the financial operations of a large organization from multiple departments and perspectives • Managing the annual Internal Accounts Survey from FY2003-FY2005 for the entire school district, increasing compliance from 55% to 95%• Writing initial evaluations of school fixed asset reports and monitoring yearly progress, achieving the success of an additional 60% of schools meeting audit standards within 3 years Show less

Mba, Finance, Economics, Accounting, Entrepreneurship

Ab, Law, Letters & Society, With General Honors

Activities and Societies: President, Alpha Delta Phi