Shannon Lee

Senior Analyst
PFM Financial Advisors LLC
Contact

750 North St. Paul Street
Suite 540
Dallas, TX 75201

lees@pfm.com
214.247.7074 office

Specialties
State & Local Governments

Financial Advisory

Education
B.S. in Commerce
University of Virginia

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2021

Started in the Field: 2021

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Shannon joined PFM in 2021 and is currently based in Dallas. Her responsibilities include structuring, sizing, and pricing municipal bond issues; assessing municipal issuers’ outstanding debt, debt capacity and credit; ongoing monitoring of refinancing opportunities; multi-year financial modeling; drafting official statements, presentations, and disclosure documents; and other financial advisory services analysis. She also supports the Texas practice in developing proposals and marketing materials for prospective clients.

Prior to joining the Texas practice, Shannon worked in PFM’s South Financial Advisory Pool in Arlington, where she assisted clients in the local and state government sectors. Shannon graduated from the University of Virginia’s McIntire School of Commerce, earning a B.S. in Commerce with concentrations in Finance and Quantitative Finance.

 
Contact

750 North St. Paul Street
Suite 540
Dallas, TX 75201

lees@pfm.com
214.247.7074 office

Specialties
State & Local Governments

Financial Advisory

Education
B.S. in Commerce
University of Virginia

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2021

Started in the Field: 2021

Print/Save as PDF

Download Vcard

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