Patty has more than 23 years of experience working with clients on various projects, including performing utility rate analyses and financial feasibilities, financing options, capital improvement programming and debt management.
- Completes management studies for a wide array of clients in areas such as:
- Fiscal impact analysis
- Utility rate analysis
- Revenue diversification/cost recovery
- Financial feasibility
- Financing options
- Capital improvement programming
- Debt management
- Created several complex financial forecasting models for major metropolitan clients
- Mentors new staff members
- Experienced in project support services, including structuring debt, reviewing financing options with consultants and clients, writing recommendations that explain the plan of finance, reviewing Official Statements and legal documents related to financing and assisting clients with general questions
- Works with clients in Virginia, Iowa, Illinois, Kansas, Minnesota, Missouri, North Dakota, Washington, Wisconsin and Maryland
- Government Finance Officers Association of the United States and Canada
- Minnesota Government Finance Officers Association
- National Association of Independent Public Finance Advisors
- Certified Independent Professional Municipal Advisor
Location
Minnesota
Education
Master of Business Administration
University of St. Thomas – Saint Paul
Bachelor of Science in business
University of Minnesota, Minneapolis
Curtis L. Carlson School of Management
Registered Municipal Advisor with the Securities and Exchange Commission