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Julie Peak

Joined FirstSouthwest in 1996Serves as Managing Director of FirstSouthwestManager of Special District Finance GroupSpecialist in special district bonds in the State of Texas since 1983:� municipal utility district, levee districts, road districts, tax increment districtsClient base includes major master planned communities and residential and commercial projects throughout the State of TexasCoordinates the development and implementation of financing plans, the approval by State of Texas agencies, preparation of all marketing documents and credit assessments necessary to the sale of securitiesFrom 1986 to 1996, served as an executive with Masterson Moreland Sauer Whisman, Inc., which was acquired by FirstSouthwest in 1996From 1983 to 1986, served as an executive with Juran & Moody, Inc.EducationBachelor of Business Administration in Marketing and Finance, University of HoustonCurrent AffiliationsAdvisory Member for the Masters of Land Development at Texas A&M UniversityAdvisory Member for West Houston Quality Planned Development CommitteeLicenses HeldRegistered Representative of the Financial Industry Regulatory Authority (FINRA)General Securities Representative, Series 7Municipal Advisor Representative, Series 50Uniform Securities Agent, Series 63Investment Banking Representative, Series 79�