Well versed in most things "fixed income". Over a lengthy career (mostly on trading desks) has seen, sold, bought (or been exposed to) all sorts of complex financial instruments from preferred stock to structured products. Has an extensive background in the structuring and placement of private debt (taxable and tax-exempt) as well as private equity (at the institutional level). In recent years, has focused mainly on the Senior Living Industry, working with developers (and their financial advisors) whose projects can qualify for tax-exempt bond financing under Rule 142(d) of the U.S. Tax Code. Helps borrower/issuers further define their "capital stack", pro-forma financial calculations, and debt repayment scenarios. Following underwriting, works as a bond placement/sales agent with institutional investors whose goal is to secure high yield, tax exempt returns. This investor class includes: Bond investment managers (agents) for high net worth individuals, corporations, mutual funds, family offices, and private partnership entities. Other interests: "Not-for-profit organizations"**; Aviation (private pilot); Air Force Association of Former Missiliers (AAFM) **Former Board Trustee (2008 - 2017) of the Milwaukee Repertory Theatre **Chair: Investment Committee (investment policy statement, investment oversight, asset allocation, advisory engagement) Milwaukee Repertory Theatre **Sustaining Trustee (2017 to present): Serving on investment committee and finance committee (budget) Milwaukee Repertory TheatreSecurities Licenses: Series 7, Series 63, Series 65 (investment advisor representative)Northland Securities, Inc., Minneapolis, MN, MEMBER FINRA/SIPC, Registered SEC/MSRB, PH 800.851.2920. Third party posts do not reflect the views of Northland Securities and have not been reviewed by Northland Securities for completeness or accuracy.