Jessica Bianchi
Penfield,NY
Summary
Knowledgeable financial professional with proven background in financial analysis and strategy consulting. Successfully led client projects to optimize financial performance and streamline operations. Demonstrated expertise in financial modeling.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Municipal Financial Consultant/Chief Compliance Officer
R.G. Timbs, Inc
01.2017 - Current
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Analyzed market trends and assisted over 150 School Districts within New York State in the planning, financing and closeout of capital improvement projects.
- Marketed Serial Bond and Bond Anticipation Note Issues which includes the preparation of offering documents, receipt of bids and the delivery of proceeds.
- Provided ongoing support for clients offering guidance on debt management and budgeting techniques.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Ensures the firm's Compliance with the SEC and MSRB rules for Municipal Advisors.
Municipal Financial Consultant/Supervisor
Bernard P. Donegan Inc.
05.2005 - 01.2017
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Analyzed market trends and assisted over 150 School Districts within New York State in the planning, financing and closeout of capital improvement projects.
- Provided ongoing support for clients offering guidance on debt management and budgeting techniques.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Attended School District Board Meetings to Present Capital Project Information.
- Supervised the Financial Analyst Team
Education
Bachelor of Science - Business Management
St. John Fisher University
Rochester, NY05-2005
Skills
- Fundamental analysis
- Technical analysis
- Budgeting expertise
- Team leadership
- Time management
- Decision-making
- Verbal and written communication
- Staff training and development
Certification
Series 50 qualified Municipal Advisor Representative
Series 54 qualified Municipal Advisor Principal
Awards
Dale Carnegie breakthrough award winner
Timeline
Municipal Financial Consultant/Chief Compliance Officer
R.G. Timbs, Inc
01.2017 - Current
Municipal Financial Consultant/Supervisor
Bernard P. Donegan Inc.
05.2005 - 01.2017
Bachelor of Science - Business Management
St. John Fisher University
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