• Carefully estimated debt budget costs in Fiscal Year 2021 (combined budget of $248 million) to support the successful reduction in outstanding principal on the District’s commercial paper programs. Managed the process to complete the pay downs, inform commercial paper dealers and provide notice to stakeholders. • Served as primary manager of the wire process during the Investment Administrator position vacancy, including working with Accounting staff and the Treasury Manager to develop an interim process, to replace the prior process, during the implementation of a new financial system (Elsie). Training recent hire on wire processes. • Successfully completed an RFP process, at my recommendation, for Bond Trustee and Related Services to ensure careful, consistent and high-quality service provision of critical services related to the District’s debt. Led to changing the vendor from BNY Mellon to US Bank, which is expected to improve record-keeping, reduce longterm costs, and improve service. • Supported negotiations with labor groups by working with others to estimate proposal costs and contributing to strategy and communication related to economic trends, cost estimates, and long-term affordability.
MOODY’S INVESTORS SERVICE San Francisco, CA
Assistant Vice President October 2019 – February 2020
Analyst May 2017 – October 2019
Associate Analyst 1 July 2015 – May 2017
Assigned local government bond ratings, including quantitative and qualitative analysis, communicating with local government officials and writing high-quality research on major topics in local government credit quality. Working with municipal utilities, cities, counties, school districts and other special districts in the West region. • Authored notable national research on credit quality for school districts during the coronavirus pandemic. • Conducted training on measuring capital assets quality and continuing to research and publish on the topic. • Authored for both the 2019 and 2018 Local Government Outlooks, Moody’s publications that look forward to the strengths and challenges for local government credit quality in the next 12 months across the US. • Served as state lead for Oregon, Idaho, Utah and other states, including monitoring legislation, attending and presenting at conferences, and serving as primary resource for local governments. • Focused on process improvement, mentoring, team engagement, and collaboration across regional offices. • Served as leadership team member of the San Francisco LGBTA Employee Resource Group.
CITY OF PHOENIX Phoenix, AZ
Management Assistant II, City Manager’s Office June 2012 – July 2015 Served as assistant to City Manager and provided support to other city executives and the Mayor and City Council. • Led internal pension reform efforts, including work on two ballot proposals. Work included best-practice research, preparing reports for and presenting to the City Council, and working with labor leaders and other stakeholders.
Included managing outside legal counsel and actuaries for contracts with a total value of approximately $250,000. • Co-chaired the Steering Committee for, and lead the local coordination of, the Transforming Local Government Conference in April 2015, an annual national conference from the Alliance for Innovation. • Coordinated and conducted briefings of City Council members and members of the media. • Communicated with various department staff to provide direction on administrative regulations and policy. • Provided staff support and coordination of two City Council Subcommittees, as well as internal staff meetings. • Supervised the Secretary to the City Manager and managed a wide variety of other short and long-term projects.
Project Manager, Community and Economic Development June 2011 – May 2012 Worked with the Business Retention and Expansion Division to launch new business processes related to outreach and relationship-building with existing Phoenix businesses. Led pilot implementation of Salesforce for two divisions.
Completed training in tax policy from the Arizona Association for Economic Development.
Phoenix Management Intern July 2010 – June 2011
One of two interns in the 61st class of the City of Phoenix Management Intern Program. Rotation included six months in the City Manager's Office and three months each in Water Services and Public Works. Worked on research and major policy initiatives, including leading the development of the Phoenix Strategic Plan. Actively managed the preparation of reports and responses to customer and City Council concerns during the early 2011 proposed water rate increase.
NORTHERN ARIZONA UNIVERSITY Phoenix, AZ
Adjunct Faculty, Extended Campus, Public Administration June 2012 – July 2015 Taught more than 10 upper-division public administration classes (organization theory, public budgeting, and program planning) for the NAU Extended Campus. Classes were delivered in hybrid format, with both online and in-person activities and assignments.
ST. LUKE’S HEALTH INITIATIVES Phoenix, AZ
Communications and Research Assistant February 2009 – July 2010 Planned, managed, and created communication about health policy topics in Arizona. Self-directed work included technology, research, and communications, including framing of health policy issues.
ALLIANCE FOR INNOVATION Phoenix, AZ
Research Assistant August 2008 – May 2009
Part of a national membership-supported non-profit that researched innovative local government practices. Researched best practices in various topics, including human resources and public service delivery. Published three articles in print and online newsletters sent to 400 local governments.
Education
Master of Public Administration, Arizona State University May 2010 Marvin Andrews Fellow in Urban Management
One of three-member cohort selected for Fellowship program. Fellowship provided full tuition, paid internships, networking with current and former city managers, and travel scholarships to attend state and national conferences.
Bachelor of Arts, Arizona State University August 2008
Major: Urban & Metropolitan Studies. Member of program’s first graduating class.
Community
Board of Directors, one•n•ten 2010 – 2015
Served as chair for two years, as well as vice chair and secretary. one•n•ten is an Arizona non-profit whose mission is to serve LGBTQ youth and young adults by providing empowering social and service programs that promote self‐ expression, self‐acceptance, leadership development and healthy life choices.