Client support, quantitative analytics, structuring, pricing, risk management, financial modeling, market valuations and reporting.
Gerri has nearly 20 years of experience in public finance providing strategic advisory services, developing capital plans, and executing bond and derivative transactions. Previously she worked as an investment banker at Lehman Brothers and Barclays Capital where her clients included a broad range of public and private colleges and universities, academic medical centers and not-for-profit institutions. Prior to that, she was a member of JP Morgan’s debt strategies team, where she structured some of the firm’s largest and most complex municipal bond issues for state and local governments and public utilities.
Stockholm School of Economics, M.Sc. in Finance, 2003; Smith College, B.A. in Economics, 1996
Swap Financial Group, 2011-present; Barclays Capital, Vice President and Director, 2008-2011; Lehman Brothers, Associate and Vice President, 2003-2008; JP Morgan, Analyst and Associate, 1996-2001