MuniCap, Inc.MuniCap, Inc.
Joined MuniCap: 2024 Education: Bachelor of Science (Finance), Indiana University of Pennsylvania Prior Experience: Jordan previously worked as a trade spend analyst for a software as a service (SaaS) company that specialized in trade promotion management and as an accountant for a local business.
Joined MuniCap: 2024 Education: Master of Business Administration, Saint Francis University; Bachelor of Science (Accounting), Saint Francis University Professional Certifications: Series 50 Prior Experience: Sean comes from the management services industry, where he had a background in accounting and project management.
Joined MuniCap: 2024 Education: Bachelor of Science (Business Administration and Financial Planning), Shepherd University Professional Certifications: Series 54, Series 50, Series 65, CFP Prior Experience: Kelly’s experience includes wealth advisory, financial planning, and trustee services at various financial institutions.
Joined MuniCap: 2024 Education: Bachelor of Science, University of Houston Professional Certifications: Series 50 Prior Experience: Prior to joining MuniCap, Michael worked in municipal and structured finance, specializing in corporate trust services.
Joined MuniCap: 2023 Education: Bachelor of Arts (Sociology), Midwestern State University Prior Experience: Stefie brings 23 years of experience as an analyst in the banking industry, where she worked on behalf of the trustee for municipal bond deals.
Joined MuniCap: 2023 Education: Bachelor of Arts (Terrorism and Security Studies), American University Professional Certifications: Series 50 Prior Experience: Prior to joining MuniCap, Max worked as an associate for a trust company, where he managed client relationships, evaluated asset allocations, and advised on tax and estate planning. He also gained experience as an assistant controller […]
Joined MuniCap: 2023 Education: Bachelor of Business Administration (Finance), University of North Texas Professional Certifications: Series 50, Series 6, Series 63 Prior Experience: Dionne previously worked as a relationship banker for a multinational financial services company.
Joined MuniCap: 2021 Education: Bachelor of Science (Business Administration and Finance), Montclair State University Prior Experience: Prior to joining MuniCap, Korina worked as a senior analyst for a major financial institution, where she handled loan reconciliation, bond payments, reporting obligations for mortgage-backed securities.
Joined MuniCap: 2023 Education: Master of Arts (Political Science, International Relations and Comparative Politics), Western Illinois University; Bachelor of Science (Business Administration), Humboldt State University Prior Experience: Amber previously worked for a taxing agency in California.
Patrick leads the Pennsylvania district administration team, which provides ongoing bond administration services for districts in multiple states. His individual duties range from preparing budgets to monitoring project progress to fulfilling reporting obligations. Joined MuniCap: 2021 Education: Bachelor of Science (Economics and Finance), Point Park University Professional Certifications: Series 54, Series 50 Prior Experience: Patrick […]