Elizabeth Bergman

Director · +1 (651) 223 3018
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Elizabeth Bergman, a director at Baker Tilly, has been with the firm since 2017 and has more than 15 years of experience in public finance. Elizabeth works with colleges, universities and municipalities in the Midwest. She assists clients in defining financial strategies and creating a financing plan to realize the desired outcomes. She has experience with competitive and negotiated sales as well as private placements. Prior to joining the firm, Elizabeth spent 13 years at Moody’s Investors Service in London and New York. While at Moody’s she was lead analyst for a variety of public issuers, focusing on universities and local governments.

  • Provides municipal advisory services with the issuance of general obligation, revenue and lease revenue bonds
  • Areas of expertise include:
  • Higher education
  • Pooled financings
  • Credit analysis
  • Assists Baker Tilly clients in developing proactive rating strategies
  • Published numerous in-depth analytical reports and developed several methodologies for Moody’s
  • Delivered credit analysis training to investors
  • Direct public sector experience
  • Analyst for the New York City Office of Management and Budget
  • Admission counselor at the University of Minnesota
  • Project manager at Minnesota Technology Inc.
  • Government Finance Officers Association
  • Women in Public Finance
  • National Federation of Municipal Analysts

Location

Minnesota

Education

Master of Public Administration
Columbia University – New York

 

Bachelor of Arts in political science
University of Minnesota – Minneapolis

 

Registered Municipal Advisor with the Securities and Exchange Commission