AW
 

Anne Wuollet

Senior Analyst
PFM Financial Advisors LLC
Contact

50 South 6th St.
Minneapolis, MN 55402

wuolleta@pfm.com
612.371.3723 office

Specialties
Financial Advisory

K-12 Schools, State & Local Governments

Education
B.S. in Management
DePaul University

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2013

Started in the Field: 2013

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Anne Wuollet works closely with clients in Minnesota, North Dakota, Kansas and Maryland. Her clients that are local to Minnesota include Hennepin County, Minneapolis Special School District No. 1 and Three Rivers Park District. She supports clients by sizing and structuring bond issues; analyzing debt; conducting refunding analyses; developing terms and conditions related to bond issues; monitoring and analyzing market conditions and pricing data; and preparing, reviewing and maintaining disclosure documentation.

Anne graduated from DePaul University receiving a Bachelor of Science degree in Business Management with a concentration in Entrepreneurship. She is currently pursuing her master’s degree in Finance from Penn State University with an expected completion date of June, 2019. She is a registered Municipal Advisor Representative (Series 50).

AW
 
Contact

50 South 6th St.
Minneapolis, MN 55402

wuolleta@pfm.com
612.371.3723 office

Specialties
Financial Advisory

K-12 Schools, State & Local Governments

Education
B.S. in Management
DePaul University

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2013

Started in the Field: 2013

Print/Save as PDF

Download Vcard

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