Accomplished Vice President-Senior Advisor at UniBank Fiscal Advisory Services, Inc., with over 32 years of experience in municipal finance, including a pivotal role in issuing over $700 million in bonds. Expert in strategic planning and client relationship building, significantly enhancing bond ratings and financial strategies for numerous municipalities across Massachusetts, Rhode Island, and Maine.
Over 32 years of assisting Cities, Towns and Regional/Special Districts across Massachusetts as well as Rhode Island and Maine with all stages of debt issuance;
Coordinate with bond rating agencies to secure optimal ratings for bond market access;
Advise municipalities on best practice policies and procedures;
Extensive knowledge of debt financing/structuring, cash flow analysis and financial statements;
Responsible for over $700 million of bond/note issuance, to date. Projects on Cape Cod-Wellfleet (purchase of Maurice Campground); Brewster (purchase of Sea Camps property); Nauset RSD (additions/renovations to High School; Hyannis Fire District (new fire station) and Bourne (Community and Police Station)-to name a few.
Oversee junior staff and coordination of succession planning