Brian is a Senior Finance Manager and oversees Ehlers’ Financial Analyst Team. Having worked for Ehlers since 1998, Brian has extensive experience developing tailored analysis models using Munex and Microsoft Excel to meet the specific financial needs of municipal clients. He collaborates with our Municipal Advisors to analyze, structure, document and underwrite municipal securities. Brian also analyzes and structures cash defeasances, advance refundings and multi-issue debt programs.
Areas of Expertise
- Analyzing, Structuring, Documenting & Underwriting Municipal Securities
- Analyzing & Structuring Cash Defeasances
- Advance Refundings
- Multi-Issue Debt Programs
- Computer Analysis
- Planning & Goal Setting
- Studies & Analyses
- Budgeting & Benchmarking
Licenses & Certifications
Certified Independent Professional Municipal Advisor
Series 50 License: Municipal Advisor Representative
Series 54 License: Municipal Advisor Principal
Education
Bachelor’s Degree in Finance and Economics, University of Wisconsin-LaCrosse