Lisa Daniel
Managing Director

Email:

daniell@pfm.com

Business Specialty:

Financial Management

Office:

Memphis
530 Oak Court Drive
Suite 160
Memphis, TN 38117
Phone: 901-682-8356
Fax: 901-682-8386

Lisa Daniel joined PFM in 1999 and serves as the Director of PFM's State Revolving Fund and State Pool Program sector. Lisa serves as the primary project manager for New York State Environmental Facilities Corporation's Clean Water and Drinking Water State Revolving Fund programs; Iowa Finance Authority's Clean Water and Drinking Water Programs; and Kansas Development Finance Authority's Clean Water and Drinking Water Programs.
For these clients alone, she has orchestrated the issuance of over 75 bond issues representing over $5.5 billion since 1999. To further support these programs, she has supervised the development of customized transaction management models, including those designed to assess program capacity, measure default tolerance levels and design optimal capital financing structures. Her vast knowledge of program intricacies and the specific regulations governing tax exempt financings evolved from nine years spent with Ernst & Young's bond verification and arbitrage rebate practices.

In addition to her participation in PFM's national state revolving fund and state pool program practice, Ms. Daniel has served as the project director for several other complex transactions including those issued by the Memphis-Shelby County Sports Authority (Fed-Ex Forum), Memphis-Shelby County Airport Authority, and the State of Tennessee.

Ms. Daniel graduated with a BA in Economics and Business Administration from Rhodes College in Memphis, Tennessee, and is a Certified Public Accountant (inactive).