Carole Loehr
Senior Managing Consultant

Email:

loehrc@pfm.com

Business Specialty:

Asset Management

Office:

Minneapolis
45 South Seventh Street
Suite 2800
Minneapolis, MN 55402
Phone: 612-338-3535
Fax: 612-338-7264

Carole Loehr joined Public Financial Management as a Senior Marketing Representative for the MN School District Liquid Asset Fund+ in February of 2004, when PFM acquired the asset management business of Ambac Securities. Ms. Loehr has been a MN Senior Marketing Representative for the MN School District Liquid Asset Fund+ since April of 2001. Since July of 2005 Ms. Loehr has served as a MN Senior Marketing Representative for the MN School District Liquid Asset Fund+ and Minnesota Association of Governments Investing in Counties Fund. Ms. Loehr is responsible for the school districts and counties in the northern part of Minnesota and the Minneapolis metropolitan area.

Ms. Loehr is responsible for marketing the MN School District Liquid Asset Fund+ and Minnesota Association of Governments Investing in Counties Fund. It is her responsibility to ensure that the Asset Management needs of the school districts and counties are met. She provides them with Investment Pool, Fixed Rate Investment, Bond Proceeds Investment and Separate Account Management information. Ms. Loehr also assists with their Cash Management needs and is the P Card Coordinator in MN.

Prior to joining PFM, Ms. Loehr was the Supervisor of Accounting at the St. Cloud Area School District for 13 years and a Shared Accountant with Central Minnesota Education Research and Development Council (ESV Region III) for 6 years. Her experience included financial accounting, reporting, budgeting, cash flow forecasting, investing and working closely with people from many school districts.

Ms. Loehr received her Bachelors degree in Accounting from the College of St. Benedict in MN. Ms. Loehr has two FINRA licenses - Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent Law).