SM
 

Susan Musselman

Director
PFM Financial Advisors LLC
Contact

1200 Fifth Ave.
Suite 1220
Seattle, WA 98101

musselmans@pfm.com
206.858.5364 office

Specialties
Financial Advisory

Education
B.A. in Business Administration
with a concentration in Finance and Business, Government & Society
University of Washington

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2013

Started in the Field: 1982

Print/Save as PDF

Download Vcard

Susan is responsible for leading PFM’s Northwest financial advisory business. She has provided financial advisory and debt underwriting services for governmental entities in the Northwest since 1982. Susan has served as an independent financial advisor since August 1996, when she formed SDM Advisors. Prior to that she served as an investment banker at various underwriting firms. Assets of SDM Advisors were acquired by PFM in 2013, at which time Susan accepted responsibility for leadership of PFM’s Northwest practice.

Susan’s experience includes lease purchase, real estate-backed and revenue financings, as well as general obligation and assessment revenue-backed financings. Her client base is varied and includes many counties and public universities, as well as cities, special purpose districts, and state agencies. She has served for many years as financial advisor to the Office of the Washington State Treasurer for its Lease Purchase Program. She also has served as financial advisor for Washington State University since 1996 and serves as financial advisor for Oregon State University, Portland State University, Western Washington University, Central Washington University, Eastern Washington University, and The Evergreen State University.

Susan has served as instructor for national Government Finance Officers Association (GFOA) classes, and has conducted GFOA webinars on refunding bonds and regulatory matters. She is a frequent speaker at local and national finance conferences.

SM
 
Contact

1200 Fifth Ave.
Suite 1220
Seattle, WA 98101

musselmans@pfm.com
206.858.5364 office

Specialties
Financial Advisory

Education
B.A. in Business Administration
with a concentration in Finance and Business, Government & Society
University of Washington

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2013

Started in the Field: 1982

Print/Save as PDF

Download Vcard

People

Search the PFM Directory

 
Search