Susan Musselman has provided financial advisory and debt underwriting services for governmental entities in the Northwest since 1982.� Ms. Musselman has served as an independent financial advisor since August 1996, when she initially formed SDM Advisors.� Prior to that time she served as investment banker at various underwriting firms, most recently, Piper Jaffray.� Ms.�Musselman joined Public Financial Management, Inc. in the first half of 2013, when she accepted responsibility for leadership of the Northwest practice.Ms.�Musselman�s client base is varied and includes many counties and public universities, as well as cities, special purpose districts and State agencies.� She serves as financial advisor to 25% of the State�s counties, or approximately 2/3rds of those who issue debt.� She also leads engagements for a number of cities in Washington, including Bothell, Tacoma (Public Utilities), both of which are home to University campuses; and a variety of special purpose districts including King County Library System, and school districts.� Her experience includes lease purchase, real-estate backed and revenue financings, as well as general obligation and assessment backed financings.� Ms. Musselman serves as financial advisor to the Office of the Washington State Treasurer for their Lease Purchase Program.� In her role as advisor to the State Treasurer, she has assisted with lease purchase/COP financings for University of Washington, in addition to other universities and state agencies.� She has served as financial advisor for Washington State University since 1996; and serves as financial advisor for Portland State University, Western Washington University, Central Washington University, Eastern Washington University, and The Evergreen State University.�Ms. Musselman has a BA in Business Administration from the University of Washington, with concentrations in Finance and in Business, Government & Society.� She is a frequent speaker at finance conferences in Washington and nationally.� She has served as instructor for national GFOA classes and has conducted GFOA webinars on refunding bonds and regulatory matters.� She frequently speaks at WFOA conferences, WSACT, WMTA, and other in-state finance organizations, and has taught a Debt Issuance class for WFOA annually for many years.
Like what you see? Make sure you're getting it all
Employee Benefit News provides the current awareness and insight benefit managers need to select, communicate and manage benefit programs to their employees.