Excited to be part of one of the leading municipal/ financial advisory firms serving California local education agencies (LEAs). Unmatched experience, rigor, strategy, and resources in delivering capital financing solutions.

Education finance Director at values-driven, client-focused boutique advisory firm. My work focuses on supporting K-14 school districts with planning and funding initiatives, including debt program management, financing, public information, and third-party negotiations with outside parties such as developers and investment banks.

Worked as part of the largest municipal advisory firm in the Nation to address the public finance needs of California school districts. Within the the Schools Group, served some of the largest, more sophisticated entities with debt management of portfolios valued +$1B. Focused on technical guidance relating to the issuance of public debt securities, including debt capacity, regulatory compliance, credit and rating strategy, structuring and pricing negotiations. Provided thought leadership and programmatic development regarding client services and business development.

Lead advisor as part of multi-disciplinary, multi-faceted firm providing comprehensive facilities planning, State Aid consulting, and financial advisory services. Developed capital financing programs with voter authorization of over $700 million. Executed over 100 debt financing transactions. Provided expertise on structuring and sale of long/short-term municipal securities, including financial planning, analysis, market research, credit, and security enhancements.

Project management: pre-development, permitting, and close-out phases for various new construction and modernization affordable housing projects.