Susanne Gerlach

Director
PFM Financial Advisors LLC
Contact

801 Grand Avenue
Suite 3300
Des Moines, IA 50309

gerlachs@pfm.com
515.724.5734 office

Specialties
Financial Advisory

Education
B.A. in Marketing
Simpson College

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2006

Started in the Field: 2006

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Susanne is a senior managing consultant in PFM’s Des Moines office. She joined PFM in August 2006 as a senior associate. In July 2009, Susanne was promoted to the role of analyst and in August 2012, she was promoted to senior managing consultant.

Susanne has managed and supported the execution of hundreds of transactions including general obligation, bond anticipation notes, sales tax, annual appropriation, urban renewal, special assessment, water, sewer, electric, natural gas, and education debt transactions ranging in size from a few hundred thousand dollars to tens of millions of dollars in par size.

Susanne currently serves as project manager or co-manager for more than 30 clients in the State of Iowa, including cities, school districts, and utilities of all size and complexity. She offers many financial advisory services to clients including structuring, sizing and pricing new money, and refunding municipal bond issues; developing comprehensive debt profiles and debt planning models; monitoring and assessing municipal issuers’ outstanding fixed and variable rate debt; and performing analysis of refunding opportunities, among others. In addition, she possesses significant expertise in financial feasibility analyses and in building and maintaining multi-year revenue sufficiency and budget forecasting models.

She currently serves as President of the Simpson College Continuing and Graduate Education Alumni Board of Directors.

 
Contact

801 Grand Avenue
Suite 3300
Des Moines, IA 50309

gerlachs@pfm.com
515.724.5734 office

Specialties
Financial Advisory

Education
B.A. in Marketing
Simpson College

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2006

Started in the Field: 2006

Print/Save as PDF

Download Vcard

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