Independent municipal advisor to public and private colleges and universities, charter schools, non-profits, special districts, and governmental clients nationwide. Advisory services include: - Assisting with the development of strategic financial plans and initiatives for capital projects, - Preparing and developing requests for proposals and preliminary cash flow pro formas,- Identifying, evaluating and analyzing capital market financing solutions,- Selecting and coordinating financing team participants, - Developing comprehensive credit strategies and presentations, and- Executing the lowest possible cost of capital based on goals, objectives and market conditions.Ongoing advisory services include quantitative analysis, such as asset/liability management, debt capacity studies, financial profile reviews and forecasting; developing regular communication plans and education seminars discussing capital markets trends, swap/derivative evaluation and structuring advice, credit/rating agency reviews, and regulatory/compliance environment; providing specialized benchmark/peer comparison analysis and presentations based on a client's unique goals and objectives.

Capital markets specialist and investment banker for municipalities, universities and other non-profit organizations. Creative financing skills include strategic planning for capital projects, asset/liability management, debt capacity studies, debt service pro formas, financial profile and credit analysis, plans of finance, marketing and presentations, fixed rate and variable rate transactions and derivative applications.

See job description under Wells Fargo Securites (formerly Wachovia Securities/A.G. Edwards & Sons).