David Walters joined PFM’s asset management business in 2007 and is a senior managing consultant in the Milwaukee, Wisconsin office. David is a project manager in PFM’s Treasury Consulting practice, working with clients nationwide to review and enhance their cash management program. He provides clients with an independent analysis of their banking relationships, recommendations for process improvements and assistance with the competitive procurement of banking services.
Prior to joining the Treasury Consulting practice, David was a member of PFM’s Arbitrage and Tax Compliance Group, specializing in providing post-issuance tax compliance services to issuers of tax-advantaged debt. David worked with issuers to help them understand complex arbitrage requirements and ease the burden of compliance. As part of his efforts to educate issuers, he has spoken on arbitrage rebate and post-issuance compliance topics at industry conferences and educational events across the country.
David graduated magna cum laude with a Bachelor of Science degree in Finance with a minor in Business Law from the Pennsylvania State University. He holds the Chartered Financial Analyst (CFA) and Certified Treasury Professional (CTP) designations and is a member of the CFA Institute and the CFA Society of Milwaukee.