Consultants & Staff

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Consultant

Bill Morton

Bill Morton is the President and founder of Municipal Finance Corporation (MFC). Prior to forming MFC in 1999, Bill served as vice president of a California public finance firm for 12 years. In addition, Bill formed and operated a municipal securities broker/dealer firm from 1988 to 1994. During his career in public finance, Bill has arranged project financings for all types of public agencies including, cities, counties, school districts, special districts, higher education and health care agencies. Bill received his B.A. in International Relations from the University of Southern California and an MBA from the University of Texas.

Saul A. Rosenbaum
Consultant

Saul A. Rosenbaum

Saul Rosenbaum is a Managing Director in the San Francisco office of Prager & Co., an investment banking and financial advisory firm that specializes in the capital funding needs of tax-exempt entities. He leads the firm’s Special District Practice Group and has been the investment banker to the CSDA Finance Corporation since its inception in 1988. Saul’s experience with public agencies includes work with special districts of all types. He frequently speaks on topics related to the funding challenges of tax-exempt entities and he is a registered principal with the Financial Industry Regulatory Authority.

ALBERT REYES
Consultant

Albert Reyes

Albert Reyes is partner in the Irvine and Los Angeles offices of Kutak Rock LLP. He has been involved in public finance for over 16 years and serves as bond counsel, disclosure counsel, and underwriter’s counsel in connection with various public finance matters. He assists special districts, cities, counties, school districts, transportation authorities, and a variety of other public agencies in the issuance of bonds and other indebtedness.

Richard Brandis
Consultant

Richard Brandis

Richard Brandis began his career in the securities industry in 1985 with a small regional broker/dealer, concentrating on municipal bond sales and trading. From his sales experience, Rick developed a thorough understanding of the municipal marketplace and has been responsible for the distribution of over $1.3 billion dollars of municipal bonds. In 2002, Rick co-founded Brandis Tallman LLC, a full service broker dealer providing municipal bond underwriting and placement agent services to California communities. Through his relationships with both municipal agencies and the investor community, Rick understands the balance between issuer needs and what the investing public will buy. Rick and his firm joined the consultant team of the CSDA Finance Corporation in 2014.

Nicki Tallman
Consultant

Nicki Tallman

Nicki Tallman began her career in municipal finance in 1993. She brings her experience as a senior banker, providing account coverage to small and medium sized municipal issuers in California. Nicki works with a number of advanced cash flow models to optimize the use of debt and cash to perform fiscally prudent financings, including optimized refundings. Nicki is responsible for structuring transactions including preparing sources and uses of funds, debt service schedules, escrow calculations and cash flow projections; performing due diligence work and drafting official statements; performing accounting and administration assistance, and; overall management and timing of the projects. Nicki co-founded Brandis Tallman LLC in March of 2002.


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Administrator

Neil McCormick

Rick Wood
Finance & Administration Director

Rick Wood

Amber Phelen
Executive Assistant

Amber Phelen