Professional Experience: Patti began her career in municipal finance in 2009 working for DA Davidson. While there, her focus was business development on the investment advisory side which included separately managed accounts for municipalities and non-profits and a local government investment pool (LGIP). Later, she transitioned to fixed income capital markets specializing in the charter school sector.
At Grey Mountain Charter Financing, Patti’s role involved helping charter schools to creatively solve their facilities financing needs. After working for North Slope Capital Advisors, Patti joined Specialized Public Finance in 2017 as Associate Director.
Education / Licenses: Patti graduated from Iowa State University with a Bachelor of Science in Business Administration and is a Series 50 Municipal Advisor Representative.
Iowa State University
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