Anne Wuollet

Director
PFM Financial Advisors LLC
Contact

45 South 7th St.
Suite 2950
Minneapolis, MN 55402

wuolleta@pfm.com
612.371.3723 office

Specialties
K-12 Schools, State & Local Governments

Financial Advisory

Education
B.S. in Management
DePaul University

Masters in Finance
Pennsylvania State University

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2013

Started in the Field: 2013

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Anne Wuollet works closely with clients in North Dakota. Her clients in North Dakota include many school districts, cities, counties, and special districts. She supports clients by supporting capital planning, analyzing debt, monitoring and analyzing market conditions and pricing data, sizing and structuring bond issues, developing terms and conditions related to bond issues, conducting refunding analyses, and preparing, reviewing and maintaining disclosure documentation.

Anne graduated from DePaul University receiving a Bachelor of Science degree in Business Management with a concentration in Entrepreneurship. She received her master’s degree in Finance from Pennsylvania State University in June, 2019. She is a registered Municipal Advisor Representative (Series 50).

 
Contact

45 South 7th St.
Suite 2950
Minneapolis, MN 55402

wuolleta@pfm.com
612.371.3723 office

Specialties
K-12 Schools, State & Local Governments

Financial Advisory

Education
B.S. in Management
DePaul University

Masters in Finance
Pennsylvania State University

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2013

Started in the Field: 2013

Print/Save as PDF

Download Vcard

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