Kathryn Pong

Highlights:

• Expanded municipal banking relationships throughout Arizona and the Southwest region through strategic business development initiatives.
• Developed trusted advisor and underwriter relationships with CFOs, finance directors and treasurers.

Responsibilities:

• Originate and manage municipal issuer relationships across cities, counties, special districts, state agencies and universities.
• Advise issuers on debt capacity, financing alternatives, capital planning, debt structure, credit rating and market timing strategies.
• Coordinate all phases of transaction execution with bond counsel, financial advisors, rating agencies, trustees and underwriting syndicate.
• Prepare financing presentations for governing boards and financing committees.
• Lead underwriting proposals and RFP responses for public finance engagements.
• Monitor municipal market conditions and interest rate trends to identify refinancing opportunities for clients.

Highlights:

• Maintained long-standing issuer relationships throughout the State of Arizona.
• Served as key banking partner in over $15 billion of municipal transactions as underwriter or financial advisor.
• Recognized internally for relationship management, transaction execution, and cross-functional collaboration.

Responsibilities:

• Managed full lifecycle execution of municipal bond transactions from origination through pricing and closing.
• Structured financing solutions for municipalities, utilities, state agencies and universities.
• Assisted issuers with long-term capital improvement planning and debt affordability analysis.
• Mentored junior bankers and analysts on quantitative analyses and transaction execution.

Responsibilities:

• Build and maintain financial models for bond financings, refundings and debt restructurings
• Analyze issuer financial statements, budgets, tax revenues, and debt capacity.
• Evaluate credit metrics, debt affordability, and coverage ratios
• Perform interest rate and refunding savings analyses
• Support senior bankers in developing new business opportunities
• Help maintain relationships with issuers, financial advisors, attorneys and trustees.