Phone (713)-328-0991
Email: TPalmer@postoakma.com
Copyright Qode Interactive 2016
Phone (713)-328-0991
Email: TPalmer@postoakma.com
Mr. Palmer serves as President of the company and has over 30 years of experience in public finance. He has worked with various municipalities covering all areas of public finance including schools, water, wastewater, streets, airports and toll roads. Mr. Palmer assists his clients with all types of financing structures including new money and refunding bonds, variable tax rate issues, increment financings, and federal tax credit bonds such as qualified school construction bonds, qualified zone academy bonds and Build America Bonds. He is currently working with two entities on a large surface water conversion project. He worked at a major Wall Street firm for the first seven years of his career, and has worked for large regional brokers for the past 25 years.
UNIVERSITY OF TEXAS, AUSTIN
B.A., Business Administration
Municipal Advisor Representative, Series 50
Phone (713) 328-0992
Email: fstefan@postoakma.com
Ms. Stefan serves as Executive Vice President of the company and has over 25 years of experience in public finance. Her expertise is providing quantitative analysis, technical support, and cash flow modeling on financing transactions for public finance clients. Ms. Stefan has provided municipal advisory services to a wide range of municipal issuers including school districts, toll roads, regional water authorities, special districts, tax increment reinvestment zones, universities, cities, and counties. She has extensive experience in developing specialized financial models, identifying and structuring refunding opportunities, and analyzing debt service coverage and bonding capacities. Prior to becoming a municipal advisor, Ms. Stefan was a certified public accountant with a major accounting firm, including four years’ experience as a verification agent on numerous municipal bond issues.
LOUISIANA STATE UNIVERSITY
M.S. Accounting
SPRING HILL COLLEGE
B.S., Accounting + Finance
Municipal Advisor Representative, Series 50
Phone (713) 328-0985
Email:
rdelong@postoakma.com
Mr. DeLong brings our clients over 35 years of experience in municipal capital markets, including underwriting, trading and advising, both regionally and nationally, across the maturity and debt instrument spectrum. Formerly a Managing Director at First Southwest, he most recently was President and co-owner of Vista Securities. His broad experience includes managing a short-term book of variable rate securities in excess of $4 billion, as well as underwriting and advising clients on thousands of long term fixed-rate transactions.
UNIVERSITY OF TEXAS AT DALLAS
B.S., Business
Municipal Advisor Representative, Series 50
Phone (713) 328-0988
Email:
traciepalmer@postoakma.com
NEW YORK UNIVERSITY SCHOOL OF LAW
LLM in Taxation
SOUTH TEXAS COLLEGE OF LAW
Juris Doctor, Summa Cum Laude
LOUISIANA STATE UNIVERSITY
B.S., Accounting
Phone (713) 328-0989
Email:
mflores@postoakma.com
Mr. Flores provides the advisory team with quantitative analysis and general support and has over 10 years of financial advisory experience. Prior to joining the Firm, Mr. Flores served as a municipal advisor with RBC Capital Markets, where he primarily focused on Special Districts.
TEXAS A&M UNIVERSITY
B.B.A., Management Information Systems
Municipal Advisor Representative, Series 50
Phone (713) 328-0986
Email:
jsmith@postoakma.com
Mr. Smith provides the advisory team with quantitative analysis and research support. Mr. Smith has over five years of financial advisory experience. Mr. Smith is a graduate of Pearland ISD and earned his Bachelor of Business Administration degree in Finance from Louisiana State University.
LOUISIANA STATE UNIVERSITY
B.B.A., Finance
Municipal Advisor Representative, Series 50