Susanne Gerlach

Director
PFM Financial Advisors LLC
Contact

801 Grand Avenue
Suite 3300
Des Moines, IA 50309

gerlachs@pfm.com
515.724.5734 office

Specialties
Financial Advisory

Education
B.A. in Marketing
Simpson College

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2006

Started in the Field: 2006

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Susanne is a director in PFM’s Des Moines office. Since joining the firm in August 2006, Susanne has managed and supported the execution of thousands of transactions including general obligation, bond anticipation notes, sales tax, annual appropriation, urban renewal, special assessment, water, sewer, electric, natural gas, and education debt transactions ranging in size from a few hundred thousand dollars to over $100 million dollars in par size.

Susanne currently serves as project manager for over 35 clients in the State of Iowa, including cities, school districts, and utilities of all size and complexity. She offers many debt management, debt issuance and financial planning services to clients including structuring, sizing and pricing new money and refunding municipal bond issues; developing comprehensive plans of finance; developing debt profiles and various debt planning models; monitoring and assessing municipal issuers’ outstanding fixed and variable rate debt; and performing analysis of refunding opportunities, among others. In addition, she possesses significant expertise in financial feasibility analyses and in building and maintaining multi-year revenue sufficiency and budget forecasting models for all types of debt, TIF, LOST, utilities and other various enterprise funds.

 
Contact

801 Grand Avenue
Suite 3300
Des Moines, IA 50309

gerlachs@pfm.com
515.724.5734 office

Specialties
Financial Advisory

Education
B.A. in Marketing
Simpson College

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2006

Started in the Field: 2006

Print/Save as PDF

Download Vcard

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