
FINRA Series 7, 50, 53 and 63
Registered Municipal Advisor
Quantitative/Analytical
Sales
Management
Communication
Baird completed acquisition of Hilliard Lyons in 2019
- Develop and maintain relationships with clients across multiple sectors throughout Kentucky, including education, public power, local government, 501c3
- Creation of dynamic and forward-looking financing plans for clients based on available revenue, project cost requirements, credit rating and current interest rate environment
- Prepare and deliver presentations in public and private settings, to include one-on-one meetings with decision-makers and governing boards with varying degrees of expertise
- Management of financing team, to include clients, attorneys, banks, rating agencies, architects/engineers, state agencies with oversight of transactions and bond insurance companies
- Examination of financial statements Direction and implementation of strategic team objectives Identification and development of potential client acquisitions
- Structured in excess of $10 billion of municipal financings, representing hundreds of transactions across multiple sectors
- Supervised team of analysts, managing workflow and assignments for team
- Led transition from outdated bond structuring software to nationally-accepted standard
- Led effort to modernize Kentucky bond bidding parameters, creating more attractive financings for bidding underwriters, resulting in demonstrably more bidders per transaction than competitors
- Maintained database of existing clients and transactions Monitored prevailing interest rates for potential refinancing of existing client transactions
- Provided analytical support to bankers Structured hundreds of municipal financings across multiple sectors
- Served as primary day-to-day contact for clients
- Prepared RFP responses, pitchbooks and presentations
- Managed annual continuing disclosure requirements for clients
- Provided trading support for 400+ financial consultants across the Hilliard Lyons footprint
- Administrative support to municipal underwriting desk Filed required transaction reports with regulatory bodies