Carole Loehr

Senior Managing Consultant
PFM Asset Management LLC
Contact

50 South 6th St.
Minneapolis, MN 55402

loehrc@pfm.com
612.371.3736 office

Specialties
Asset Management

State & Local Governments

Education
B.S. in Accounting
The College of St. Benedict

Professional Designations or Licenses
FINRA Series 7 and 63 Licenses

Started with PFM: 2004

Started in the Field: 1981

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Carole Loehr joined PFM in February 2004 when PFM acquired the asset management business, Ambac Securities. She is responsible for the participants of the MSDLAF+ and MAGIC Funds. Carole is also responsible for ensuring 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. Carole also assists with their cash management needs and is the payment solutions coordinator in Minnesota.

Prior to joining PFM, Carole 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 six years. Her experience includes financial accounting, reporting, budgeting, cash flow forecasting, investing, and working closely with local school districts.

 
Contact

50 South 6th St.
Minneapolis, MN 55402

loehrc@pfm.com
612.371.3736 office

Specialties
Asset Management

State & Local Governments

Education
B.S. in Accounting
The College of St. Benedict

Professional Designations or Licenses
FINRA Series 7 and 63 Licenses

Started with PFM: 2004

Started in the Field: 1981

Print/Save as PDF

Download Vcard

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