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Susan Musselman

Director

Susan Musselman has provided financial advisory and debt underwriting services for governmental entities in the Northwest since 1982.� Ms. Musselman has served as an independent financial advisor since August 1996, when she initially formed SDM Advisors.� Prior to that time she served as investment banker at various underwriting firms, most recently, Piper Jaffray.� Ms.�Musselman joined Public Financial Management, Inc. in the first half of 2013, when she accepted responsibility for leadership of the Northwest practice.Ms.�Musselman�s client base is varied and includes many counties and public universities, as well as cities, special purpose districts and State agencies.� She serves as financial advisor to 25% of the State�s counties, or approximately 2/3rds of those who issue debt.� She also leads engagements for a number of cities in Washington, including Bothell, Tacoma (Public Utilities), both of which are home to University campuses; and a variety of special purpose districts including King County Library System, and school districts.� Her experience includes lease purchase, real-estate backed and revenue financings, as well as general obligation and assessment backed financings.� Ms. Musselman serves as financial advisor to the Office of the Washington State Treasurer for their Lease Purchase Program.� In her role as advisor to the State Treasurer, she has assisted with lease purchase/COP financings for University of Washington, in addition to other universities and state agencies.� She has served as financial advisor for Washington State University since 1996; and serves as financial advisor for Portland State University, Western Washington University, Central Washington University, Eastern Washington University, and The Evergreen State University.�Ms. Musselman has a BA in Business Administration from the University of Washington, with concentrations in Finance and in Business, Government & Society.� She is a frequent speaker at finance conferences in Washington and nationally.� She has served as instructor for national GFOA classes and has conducted GFOA webinars on refunding bonds and regulatory matters.� She frequently speaks at WFOA conferences, WSACT, WMTA, and other in-state finance organizations, and has taught a Debt Issuance class for WFOA annually for many years.