As the director of Baker Tilly’s debt management group, Shelli oversees all aspects of post issuance compliance with Internal Revenue Service regulations as they relate to arbitrage. She brings more than 20 years of financial management experience and technical savvy to help clients navigate complex IRS regulations that issuers of tax-exempt debt must comply with. She demonstrates an exceptional aptitude and uncanny ability to translate complex tax code into easily understood concepts while guiding clients in reporting and record keeping requirements. Shelli specializes in accounting, cash management, financial analysis, audit and compliance. She is MSRB Municipal Advisor Series 50 Qualified.
Certified Public Accountant (CPA), State of Minnesota
MSRB Municipal Advisor Series 50 Qualified
Augsburg College – Bachelor of Arts in accounting and business/management