James is a Public Finance Analyst who helps Ehlers’ clients obtain the best cost structure for debt issuance. He coordinates all aspects of bond sales, maintains an historical database of bond sales, and completes and distributes documents relating to early redemptions, defeasances and current and advance refundings. James also supports Ehlers’ Investment Team by providing fixed income trading, cash flow and account balance forecasting, market research and analysis and direct client support. Previously, he was a Mortgage Document Processor with Wells Fargo.
James lives in Minneapolis with his partner and two cats. He savors time with friends and family and loves to attend concerts and sporting events.
Areas of Expertise
- Bond Sales
- Competitive Bond Sale Coordination
- Paying Agent Services
Investments
Fixed Income Trading
Cash Flow Forecasting
Revenue Projecting
Education
Bachelor’s Degree in Business Administration, University of Wyoming