RP
 

Rina Patel

Analyst
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

patelr@pfm.com
717.603.4214 office
732.318.8255 cell

Specialties
Asset Management

Endowments & Foundations

Education
B.S. in Accounting
Pennsylvania State University

Started with PFM: 2017

Started in the Field: 2017

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Rina joined PFM Asset Management LLC after graduating from Penn State with a B.S. in Accounting. As an analyst within the Arbitrage and Tax Compliance Group, Rina analyzes various account data related to Municipal Bond issues to determine which transactions are subject to the arbitrage rebate regulations. She performs the necessary arbitrage rebate calculations for clients that have invested bond proceeds within the Pennsylvania Local Government Investment Trust (PLGIT) as well as New Jersey Asset & Rebate Management Program (NJ/ARM) and California Asset Management Program (CAMP). 
RP
 
Contact

213 Market Street
Harrisburg, PA 17101

patelr@pfm.com
717.603.4214 office
732.318.8255 cell

Specialties
Asset Management

Endowments & Foundations

Education
B.S. in Accounting
Pennsylvania State University

Started with PFM: 2017

Started in the Field: 2017

Print/Save as PDF

Download Vcard

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