Lisa Daniel

Managing Director
PFM Financial Advisors LLC
Contact

530 Oak Court Drive
Suite 160
Memphis, TN 38117

daniell@pfm.com
901.466.4550 office

Specialties
Financial Advisory

Environmental Utilities, State Revolving Funds, State & Local Governments

Education
B.A. in Economics and Business Administration
Rhodes College

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 1999

Started in the Field: 1991

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Lisa Daniel serves as the co-director of PFM’s national state revolving fund and state pool program sector and is a co-director of PFM’s environmental finance group.

Lisa has been appointed to the Environmental Finance Advisory Board to the EPA (“EFAB”) where she is currently involved in several workgroups developing policy advice, particularly related to water infrastructure and green infrastructure. With EFAB, she is currently working as a co-committee chair to explore public-private partnerships for water infrastructure. She has co-chaired past committees that explored EPA’s potential involvement in establishing a Certified “Green Bond” designation. Lisa serves on the board of directors and the finance committee of the Council of Infrastructure Financing Authorities (“CIFA”) and recently participated with CGI America to explore and develop solutions to address the country’s aging infrastructure needs.

Lisa serves as the primary client manager for several state revolving fund (SRF) programs at the state level. To further support this practice sector, she has supervised the development of customized transaction management models, including those designed to assess program capacity, measure default tolerance levels and design optimal capital financing structures. Lisa has been integral in redesigning the legal and security frameworks of several SRF programs through new program resolutions and indentures aimed to improve efficiency and flexibility in changing market environments, lower capital funding costs and streamline administrative burdens. Her vast knowledge of program intricacies and the specific IRS regulations governing tax-exempt financings originated in the nine years spent with Ernst & Young’s bond verification and arbitrage rebate practices.

In addition to her participation in PFM's national state revolving fund and state pool program practice, Lisa manages the mid-south PFM office, located in Memphis, Tennessee, and has served as the client manager for several state and municipalities throughout the south.

Lisa was recognized as one of “25 Super Business Women in Memphis” by the Memphis Business Journal in 2014. She currently serves on the Board of Directors for PFM.

 
Contact

530 Oak Court Drive
Suite 160
Memphis, TN 38117

daniell@pfm.com
901.466.4550 office

Specialties
Financial Advisory

Environmental Utilities, State Revolving Funds, State & Local Governments

Education
B.A. in Economics and Business Administration
Rhodes College

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 1999

Started in the Field: 1991

Print/Save as PDF

Download Vcard

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