As a Bond Sale Coordinator, James is integral to helping our clients obtain the best cost structure for debt issuance. He is responsible for coordinating all aspects of the actual bond sale including, responding to questions of underwriters concerning bond sale specifications, receiving the competitive bids on sale day, coordinating the closing with underwriters, completing documentation required for the closing and arranging for transfer of proceeds at closing. In addition, James coordinates the completion and distribution of documents relating to early redemptions, defeasances and current and advance refundings, and maintains a historical database of bond sales. Prior to joining the Ehlers team, James 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
Investments