Post Oak Municipal Advisors | Leadership Team
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Leadership Team

Phone(713) 328-0988‬
Mobile ‭‭(713) 392-9849‬

Email: TPalmer@postoakma.com

C. Terrell Palmer, President

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.

Education

UNIVERSITY OF TEXAS, AUSTIN
B.A., Business Administration

License

Municipal Advisor Representative, Series 50

Francine Stefan, Executive Vice President

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.

Education

LOUISIANA STATE UNIVERSITY
M.S. Accounting

SPRING HILL COLLEGE
B.S., Accounting + Finance

License

Municipal Advisor Representative, Series 50

Phone(713) 328-0988‬
Mobile ‭(214) 404-9596‬

Email:
rdelong@postoakma.com

Richard DeLong, Executive Vice President

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. He holds Series 50, 7, 8, 53, and 63 licenses and graduated from the University of Texas at Dallas with a BS in business.

Education

UNIVERSITY OF TEXAS AT DALLAS
B.S., Business

License

Municipal Advisor Representative, Series 50

Tracie Palmer, General Counsel

Education

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

Misael Flores, Vice President

Mr. Flores provides the advisory team with quantitative analysis and general support and has over five 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.

Education

TEXAS A&M UNIVERSITY
B.B.A., Management Information Systems

License

Municipal Advisor Representative, Series 50

Chris Parker, Vice President

Mr. Parker provides the advisory team with quantitative analysis and general support and has over five years of financial advisory experience. Prior to joining the Firm, Mr. Parker served as a municipal advisor with RBC Capital Markets, where he primarily focused on Texas public school districts.

Education

UNIVERSITY OF TEXAS AT AUSTIN
B.B.A., Finance

License

Municipal Advisor Representative, Series 50

Jay Smith, Financial Advisor

Mr. Smith provides the advisory team with quantitative analysis and research support. Mr. Smith is a graduate of Pearland ISD and recently earned his Bachelor of Business Administration degree in Finance from Louisiana State University.

Education

LOUISIANA STATE UNIVERSITY
B.B.A., Finance

License

Municipal Advisor Representative, Series 50