Public Financial Management, Inc.

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Public Financial Management, Inc. Employees

Employee
Years
Job
Industry
Eryn Santamoor Eryn Santamoor Greater Philadelphia Area Details
Eryn Santamoor's Public Financial Management, Inc. Experience January 2014 - Present
Job Senior Managing Consultant at Public Financial Management, Inc.
Industry Government Administration
Experience
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

Lorpu Jones Lorpu Jones New York, New York Details
Lorpu Jones's Public Financial Management, Inc. Experience June 2008 - July 2012
Job Investment Strategy Consultant
Industry Management Consulting
Experience
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

Ellen Shannon (Face) Ellen Shannon (Face) Alexandria, Virginia Details
Ellen Shannon (Face)'s Public Financial Management, Inc. Experience August 2009 - September 2010
Job Campaign Manager, Student Series Programs at The Leukemia & Lymphoma Society
Industry Nonprofit Organization Management
Experience
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

Dick Layton Dick Layton Atlanta, Georgia Details
Dick Layton's Public Financial Management, Inc. Experience January 2013 - Present
Job Director at Public Financial Management, Inc.
Industry Financial Services
Experience
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

Jim Boyle Jim Boyle Greater Chicago Area Details
Jim Boyle's Public Financial Management, Inc. Experience 1993 - 1994
Job CFO Glencoe Diversified Holdings
Industry Executive Office
Experience
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

Steve Wisloski Steve Wisloski Burlington, Vermont Area Details
Steve Wisloski's Public Financial Management, Inc. Experience July 1997 - June 2009
Job Deputy State Treasurer at State of Vermont
Industry Government Administration
Experience
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)

Scott Quehl Scott Quehl Alexandria, Virginia Details
Scott Quehl's Public Financial Management, Inc. Experience 1997 - 2007
Job Principal Director, Accenture Federal Services
Industry Management Consulting
Experience
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

Steven Alexander, CTP, CGFO, CPPT Steven Alexander, CTP, CGFO, CPPT Orlando, Florida Details
Steven Alexander, CTP, CGFO, CPPT's Public Financial Management, Inc. Experience June 1996 - February 2003
Job Managing Director at The PFM Group
Industry Financial Services
Experience
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

Susanne Gerlach Susanne Gerlach Des Moines, Iowa Area Details
Susanne Gerlach's Public Financial Management, Inc. Experience 2006 - Present
Job Experienced Municipal Advisor
Industry Financial Services
Experience
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)

Jerica Lee Jerica Lee Philadelphia, Pennsylvania Details
Jerica Lee's Public Financial Management, Inc. Experience July 2013 - Present
Job Research Analyst at Public Financial Management, Inc.
Industry Investment Management
Experience
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

Owen Gerard, CFA Owen Gerard, CFA Des Moines, Iowa Details
Owen Gerard, CFA's Public Financial Management, Inc. Experience January 2014 - Present
Job Financial Analyst at Public Financial Management
Industry Financial Services
Experience
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

Russell Edghill Russell Edghill Orlando, Florida Area Details
Russell Edghill's Public Financial Management, Inc. Experience July 2006 - March 2010
Job Business Development Professional | Financial Services Industry
Industry Investment Banking
Experience
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

Rasheia Johnson Rasheia Johnson Greater Philadelphia Area Details
Rasheia Johnson's Public Financial Management, Inc. Experience June 2006 - February 2011
Job Senior Vice President
Industry Financial Services
Experience
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

Jason Brockman Jason Brockman Harrisburg, Pennsylvania Area Details
Jason Brockman's Public Financial Management, Inc. Experience August 2007 - October 2013
Job Senior Manager, Strategy at The Hershey Company
Industry Food & Beverages
Experience
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

Kirwan Elliott Kirwan Elliott Greater Philadelphia Area Details
Kirwan Elliott's Public Financial Management, Inc. Experience February 2008 - April 2010
Job Director at Citigroup Global Markets Inc.
Industry Financial Services
Experience
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

Lori Hindle Lori Hindle Greater Boston Area Details
Lori Hindle's Public Financial Management, Inc. Experience January 2015 - Present
Job Senior Managing Consultant at Public Financial Management, Inc.
Industry Financial Services
Experience
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

Eric Johansen Eric Johansen Portland, Oregon Area Details
Eric Johansen's Public Financial Management, Inc. Experience October 2012 - Present
Job Director at Public Financial Management, Inc.
Industry Government Administration
Experience
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

Rachel Killeen Rachel Killeen Harrisburg, Pennsylvania Area Details
Rachel Killeen's Public Financial Management, Inc. Experience September 2007 - May 2011
Job Marketing Research Analyst
Industry Financial Services
Experience
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

Susanne Gerlach Susanne Gerlach Des Moines, Iowa Area Details
Susanne Gerlach's Public Financial Management, Inc. Experience August 2006 - Present
Job Consultant at Public Financial Management, Inc.
Industry Financial Services
Experience
Public Financial Management, Inc.   August 2006 - Present
Pioneer Hibred International Inc  January 1998 - May 2006

Education
Simpson College   2004 — 2007
BA, Marketing

Stacy Mc Lean Stacy Mc Lean Greater Philadelphia Area Details
Stacy Mc Lean's Public Financial Management, Inc. Experience February 2011 - Present
Job Associate
Industry Financial Services
Experience
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

Heather Guss Heather Guss Boston, Massachusetts Details
Heather Guss's Public Financial Management, Inc. Experience January 2012 - July 2013
Job Public Finance
Industry Financial Services
Experience
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

Michael Riebeling Michael Riebeling Memphis, Tennessee Details
Michael Riebeling's Public Financial Management, Inc. Experience June 2011 - July 2012
Job Analyst at Piper Jaffray
Industry Financial Services
Experience
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