Public Financial Management, Inc.
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Public Financial Management, Inc. Employees
Public Financial Management, Inc. January 2014 - Present
City of Philadelphia, Office of the Deputy Mayor for Public Safety January 2010 - Present
City of Philadelphia January 2008 - December 2009
Nutter for Mayor September 2005 - January 2008
UPENN, Fels 2004 - 2006
PIDC May 2005 - August 2005
StaffWise Legal January 2003 - August 2004
Senator Hillary R. Clinton's Office August 2002 - February 2003
Patti Morrissey for State Representative July 2001 - January 2002
IUE (now IUE-CWA) May 2000 - August 2000
Skills
Policy Analysis, Community Outreach, Non-profits, Government, Public Policy, Fundraising, Community Development, Data Analysis, Economic Development, Emergency Management, Grant Writing, Grants, Leadership, Legislative Relations, Management, Nonprofits, Policy, Politics, Project Management, Proposal Writing, Strategy, Program Evaluation
Education
University of Pennsylvania 2004 — 2006
MPA, Public Administration
Cornell University
Bachelor of Science (B.S.), Policy Analysis and Management
Corporate Finance Strategy Parthenon September 2014 - Present
Education Pioneers June 2014 - August 2014
Commercial Advisory Services June 2013 - August 2013
United Nations Development Program-Istanbul International Center for Private Sector Development March 2013 - May 2013
Public Financial Management, Inc. June 2008 - July 2012
Campaign for Working Families - Volunteer Income Tax Assistance (VITA) Program December 2006 - April 2012
Fannie Mae June 2007 - June 2008
AmeriCorps VISTA August 2006 - July 2007
Genocide Intervention Network April 2005 - August 2005
Skills
Quantitative Analytics, Project Management, Data Analysis, Research, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
Swarthmore College 2002 — 2006
BA, Economics (major); Statistics, Black Studies (minors)
Moses Brown School 1998 — 2002
H.S. Diploma
The Leukemia & Lymphoma Society August 2014 - Present
McLean Project for the Arts July 2011 - August 2014
McLean Project for the Arts July 2011 - August 2014
McLean Project for the Arts September 2011 - June 2014
Corcoran Gallery of Art and College of Art + Design July 2011 - August 2011
McLean Project for the Arts January 2011 - May 2011
Public Financial Management, Inc. August 2009 - September 2010
Public Financial Management, Inc. March 2008 - September 2010
Georgetown Day School September 2002 - January 2007
Skills
Event Planning
Education
George Mason University 2008 — 2012
Master's Degree, Arts Management
George Mason University 2001 — 2006
Bachelor of Arts (B.A.), Art and Visual Technology
Public Financial Management, Inc. January 2013 - Present
Robert W. Baird & Co. July 2009 - January 2013
Wells Fargo Bank September 2007 - July 2009
A.G. Edwards & Sons, Inc. October 1989 - September 2007
Interstate/Johnson Lane April 1987 - October 1989
Trust Company Bank August 1982 - April 1987
City of Atlanta 1977 - 1982
Research Atlanta 1973 - 1977
Skills
Securities, Private Equity, Series 7, Capital Markets, Investments, Due Diligence, Asset Management, Valuation, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Financial Analysis, Bonds, Corporate Governance, Investment Banking, Finance, Credit Analysis, Fixed Income, Series 63, Strategic Financial..., Alternative Investments, Banking
Education
Trinity University 1972 — 1974
MA, Urban Studies, Public Finance, Graduated First in Class
Texas Christian University 1965 — 1969
BA, History, English, Graduated cum laude
Thomas Jefferson High School, San Antonio, Texas 1962 — 1965
Glencoe Capital 2012 - Present
System Development Integration May 2009 - August 2012
MonoGen, Inc. 2007 - 2009
Midway Games 2002 - 2007
PricewaterhouseCoopers 1995 - 2002
Public Financial Management, Inc. 1993 - 1994
Sothebys 1988 - 1991
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance, Accounting
University of Pennsylvania
BA
State of Vermont July 2009 - Present
Public Financial Management, Inc. July 1997 - June 2009
United States Air Force September 1994 - June 1997
Education
Massachusetts Institute of Technology 1989 — 1994
Bachelor of Science (BS)
Accenture Federal Services August 2013 - Present
United States Department of Commerce 2009 - 2013
Public Resources Advisory Group 2009 - 2009
JP Morgan Securities, Inc. 2008 - 2009
Public Financial Management, Inc. 1997 - 2007
Metropolitan Police Department, District of Columbia 1997 - 1998
Executive Office of the President of the United States, OMB 1995 - 1997
The World Bank/International Bank for Reconstruction & Development 1993 - 1995
United States Peace Corps 1989 - 1991
Skills
Finance, Management, Government, Strategic Planning, Management Consulting, Policy, Program Management, Analysis, Strategy, Change Management, Business Strategy, Economics, Policy Analysis, Financial Analysis, Public Policy, Farming, Marks Good...
Education
University of Pennsylvania 1991 — 1993
Master's of Government Administration, Public finance and administration
Lawrence University 1984 — 1988
B.A. Political Science and History
The PFM Group February 2003 - Present
PFM Asset Management LLC February 2003 - Present
Public Financial Management, Inc. June 1996 - February 2003
Orange County Comptroller's Office June 1993 - June 1996
Orange County Comptroller's Office June 1989 - June 1993
Orange County Comptroller's Office June 1987 - June 1989
Division of Securities in the Florida Comptroller’s Office February 1986 - June 1987
Orange County Government July 1985 - February 1986
Skills
Investments, Financial Analysis, Treasury Management, Portfolio Management, Cash Management, Business Strategy, Financial Accounting, Accounting, Debt Management, Investment Advisory, Asset Management, Cash Flow, Fixed Income, Risk Management, Valuation, Managerial Finance, Internal Controls, Alternative Investments, Analysis, Budgets, Nonprofits, Public Speaking, Management, Strategic Planning, Leadership, Financial Planning, Finance
Education
University of Notre Dame - Mendoza College of Business 2015 — 2015
Executive Certificate in Transformation Nonprofit Leadership, Nonprofit Executive Program
University of Notre Dame - Mendoza College of Business 2015 — 2015
Principles of Leading Transformational Nonprofits - Executive Certificate, Nonprofit Organizational Management Program
University of Notre Dame - Mendoza College of Business 2015 — 2015
Leading Nonprofit Boards - Executive Certificate, Nonprofit Organizational Management Program
University of Notre Dame - Mendoza College of Business 2015 — 2015
Fundraising & Grant Strategies - Executive Certificate, Nonprofit Organizational Management Program
Yale University - Yale School of Management 2015 — 2015
The Endowment Institute, Investments and Management of Endowment Funds
Rollins College - Crummer Graduate School of Business 2014 — 2014
Mini-MBA, Business Administration and Management, General
Stetson University 2014 — 2014
Agile Change Leader Laboratory, Business Administration and Management
Stetson University 1980 — 1985
Bachelor of Business Administration Degree, Finance
Florida Southern College 1990 — 1992
Bachelor of Science Degree, Accounting
Rollins College 1992 — 1993
Certified Financial Planner Program, Economics, Investments and Retirement Planning
Public Financial Management, Inc. 2006 - Present
Skills
Municipal Bonds, Municipal Budgeting, Financial Planning, Quantitative Analytics, Financial Modeling, Utility Rate Studies, Long-term Budgeting, Capital Markets, Financial Analysis, Policy Analysis, Market Analysis, Credit Analysis, Project Management, Strategic Prospecting, Long-term Customer..., Technical Presentations, Financial Reporting
Education
Simpson College
Bachelor of Arts (B.A.), Marketing, 3.97 (Summa Cum Laude)
Public Financial Management, Inc. July 2013 - Present
World Economic Forum 2014 - Present
The StartingBloc Institute 2014 - Present
City of Orlando - Downtown Development Board June 2013 - November 2013
United States Senator Bill Nelson August 2010 - December 2010
Clinton Global Initiative University April 2010 - 2010
The World Trade Center August 2009 - December 2009
Education
University of Central Florida - College of Business Administration 2010 — 2012
Bachelor's Degree, Economics
Valencia College 2008 — 2010
Associate of Arts (AA), Economics
Public Financial Management, Inc. January 2014 - Present
ING Financial Partners December 2012 - January 2014
Cambridge Investment Research December 2011 - January 2013
Skills
Investments, Management, Wealth Management, Financial Advisory, Finance, Portfolio Management, Trading, Strategic Financial..., Retirement Planning, Mutual Funds, Financial Analysis
Education
University of Iowa 2010 — 2011
BBA, Finance
St. Ambrose University 2008 — 2010
BANK OF AMERICA MERRILL LYNCH CORP. March 2010 - August 2013
PUBLIC FINANCIAL MANAGEMENT, INC. July 2006 - March 2010
SUNTRUST ROBINSON HUMPHREY CORP. March 2005 - July 2006
SUNTRUST BANK CORP. 2001 - 2005
Skills
Investment Banking, Financial Modeling, Capital Markets, Financial Analysis, Valuation, Asset Management, Due Diligence, Credit Analysis, Credit, Public Speaking, Credit Risk, Microsoft Office
Education
University of Florida - Warrington College Of Business
Master of Business Administration (MBA)
Florida Atlantic University
Bachelor of Science, Finance
Siebert Brandford Shank Co., LLC. September 2015 - Present
Loop Capital Markets February 2011 - August 2015
Public Financial Management, Inc. June 2006 - February 2011
City of Philadelphia 2001 - 2006
Skills
Financial Modeling, Fixed Income, Financial Analysis, Investments, Credit, Portfolio Management, Finance, Bloomberg, Bonds, Capital Markets, Investment Banking, Securities
Education
Albright College 1994 — 1998
Bachelor of Science (B.S.), Accounting
The Hershey Company June 2015 - Present
The Hershey Company October 2013 - June 2015
Public Financial Management, Inc. August 2007 - October 2013
Public Financial Management, Inc. August 2004 - August 2007
Skills
Fixed Income, Financial Modeling, Financial Analysis, Investments, Bonds, Public Speaking, Capital Markets, Bloomberg, Strategic Financial..., Microsoft Excel, PowerPoint, Microsoft Word, Mergers & Acquisitions, Financial Markets, Financial Services, Derivatives, Budgets, Project Finance, Debt Restructuring, Finance, Financial Advisory, Business Strategy, Corporate Finance, Strategic Planning, Public Finance, Strategy
Education
Shippensburg University of Pennsylvania
Master of Business Administration (MBA)
Rider University 2000 — 2004
Bachelor's degree, Finance
Citigroup Global Markets Inc. July 2015 - Present
Janney Montgomery Scott LLC May 2010 - July 2015
Public Financial Management, Inc. February 2008 - April 2010
UBS Investment Bank July 2002 - November 2007
Skills
Capital Markets, Bonds, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Public Finance, Series 7, Series 63
Education
Georgetown University 1998 — 2002
BS, Majors: Finance and International Business; Minor: Government
The Hill School 1995 — 1998
Public Financial Management, Inc. January 2015 - Present
Massachusetts State College Building Authority March 2013 - Present
Commonwealth of Massachusetts August 2011 - January 2015
Commonwealth of Massachusetts July 2007 - January 2012
Bowditch & Dewey, LLP 2004 - 2007
Advest, Inc. 1997 - 2004
Skills
Government, Public Policy, Policy Analysis, Public Finance, Non-profits, Strategic Planning, Coalitions, Strategic Communications, State Government, Economics, Grassroots Organizing, Nonprofits, Local Government, Community Development, Speech Writing, Public Affairs, Securities, Crisis Management, Political Science, Grant Writing, Grants, Public Sector, Media Relations, Crisis Communications, Political Communication, Volunteer Management, Proposal Writing, Program Development, International Relations, Policy
Education
Bridgewater State University 1994 — 1997
BS, Business Management
Weymouth High
Public Financial Management, Inc. October 2012 - Present
City of Portland November 1993 - April 2012
Public Financial Management 1988 - 1993
Skills
Economic Development, Policy Analysis, Public Finance, Policy, Government, Public Policy
Education
University of Oregon 1977 — 1981
Bachelor of Science, With Honors
Pennsylvania Lottery May 2011 - Present
Public Financial Management, Inc. September 2007 - May 2011
PFM Asset Management LLC May 2006 - September 2007
Delta Dental of Pennsylvania August 2005 - May 2006
Skills
Financial Modeling, Financial Analysis, Bloomberg, Bonds, Public Finance, Financial Reporting
Education
Mount St. Mary's University 2001 — 2005
Bachelor of Science, Mathematics
Public Financial Management, Inc. August 2006 - Present
Pioneer Hibred International Inc January 1998 - May 2006
Education
Simpson College 2004 — 2007
BA, Marketing
Public Financial Management, Inc. February 2011 - Present
Education
Boston University
Masters of Science, Finance and Banking Management
University of Pennsylvania
Bachelors, Political Science and International Relations
Moody's Investors Service July 2013 - Present
Public Financial Management, Inc. January 2012 - July 2013
Campus Advantage October 2008 - December 2011
United Campus Housing Management Group July 2005 - October 2008
Education
University of Florida - Warrington College of Business Administration 2009 — 2010
MBA
University of Florida 2001 — 2005
Bachelor of Science (B.S.), Business Administration, cum laude
Piper Jaffray July 2012 - Present
Public Financial Management, Inc. June 2011 - July 2012
Skills
Financial Modeling, Investment Banking, Financial Analysis, Public Finance, Valuation, Bloomberg, Fixed Income, Capital Markets, Equities, Investments, Corporate Finance
Education
Tulane University 2006 — 2010
A.B., Economics