Paulina Woo

Director
PFM Asset Management LLC
Contact

1820 East Ray Road
Chandler, AZ 85225

woop@pfm.com
415.393.7235 office

Specialties
Asset Management

State & Local Governments, Healthcare

Education
B.A. in Ancient History and History
University of Texas at Austin

M.A. in History
University of California, Berkeley

Professional Designations or Licenses
FINRA Series 6 and 63 licenses

Started with PFM: 2007

Started in the Field: 2007

Print/Save as PDF

Download Vcard

Paulina joined PFM’s asset management business in 2007. She manages client relationships for public agencies located throughout the western United States. Her responsibilities include: investment advisory and consulting services, cash flow modeling, portfolio structuring, economic research, treasury management consulting and investment policy evaluations. She works with a diverse number of municipalities, institutions of higher education and non-profit organizations.

Paulina is a frequent speaker at municipal conferences and seminars for clients and board members; covering such subjects as bond proceeds investment, building an investment program, permitted investments, development of investment policies and internal controls, and managing risk in public investment.

She is a member of the Government Finance Officers Association (GFOA) and is an Advisor member of the GFOA Committee On Treasury and Investment Management (TIM). She is also an active participant in several additional public finance organizations, including the National Association of Counties (NACo), Government Finance Officers Association of Arizona (GFOAz), New Mexico Government Finance Officers Association (NMGFOA), the Arizona County Treasurer’s Association (ACTA), and Colorado River Finance Officers Association (CRFOA). She also participates in Women in Public Finance, National Association of Hispanic County Officials, and Asian Americans in Public Finance.

 
Contact

1820 East Ray Road
Chandler, AZ 85225

woop@pfm.com
415.393.7235 office

Specialties
Asset Management

State & Local Governments, Healthcare

Education
B.A. in Ancient History and History
University of Texas at Austin

M.A. in History
University of California, Berkeley

Professional Designations or Licenses
FINRA Series 6 and 63 licenses

Started with PFM: 2007

Started in the Field: 2007

Print/Save as PDF

Download Vcard

People

Search the PFM Directory

 
Search