INvestEd
ISA Investment &
Program Development
Financial Advisor
2018 - Present
$316,450,000
Higher Education Loan
Authority of the State of
Missouri
Consent Solicitations
& Bridge Financing
Financial Advisor
October - December 2020
$422,640,000
Kentucky Higher Education
Student Loan Corporation
Student Loan Asset Backed
Notes, Series 2020-1
Financial Advisor
November 2020
$66,400,000
North Texas Higher
Education Authority
2020A Bridge Facility
Extension
Financial Advisor
November 2020
$35,000,000
Loan Science Student Loan
Trust 2018-A
Class S Senior
Certificate Sale
Financial Advisor
September 2020
$398,800,000
Kentucky Higher Education
Student Loan Corporation
Consent Solicitations
Financial Advisor
March - September 2020
Office of the Illinois
State Treasurer
Student Investment
Account Program
Strategic & Financial Advisor
September 2020 - Present
$26,450,000
North Carolina State Education
Assistance Authority
Education Loan Revenue Bonds
Senior Series 2020 A
Financial Advisor
July 2020
$727.000.000
Panhandle Plains
Higher Education Authority
Consent Solicitations &
FFELP Loan Sale
Financial Advisor
June 2019 - June 2020
Louisiana Public
Facilities Authority
Financing Trust
Liquidity Analysis
Financial Advisor
June 2020
$43,380,000
Vermont Student
Assistance Corporation
Education Loan Revenue
Bonds, Series 2020 A
Financial Advisor
June 2020
$100,575,000
Rhode Island
Student Loan Authority
Education Loan Revenue
Bonds, Series 2020 A/B
Financial Advisor
May 2020
$47,570,000
Pennsylvania Higher Education
Assistance Agency
Student Loan Revenue
Bonds, Series 2020 A
Financial Advisor
March 2020
$57,690,000
Minnesota Office of
Higher Education
Student Loan Program Revenue
Bonds, 2020 Senior Series
Financial Advisor
March 2020
$66,400,000
North Texas Higher
Education Authority
Consent Solicitation &
2020A Bridge Facility
Financial Advisor
March 2020
$67,950,000
Brazos Higher
Education Authority
Student Loan Program
Revenue Bonds, Series 2020-1 A/B
Financial Advisor
March 2020
$37,700,000
Brazos Higher
Education Authority
Student Loan Program
Revenue Bonds, Series 2019-1 A/B
Financial Advisor
October 2019
$104,965,000
Kentucky Higher Education
Student Loan Corporation
Taxable Student
Loan-Backed Notes
Series 2019-1
Financial Advisor
August 2019
$1,643,000,000
Academic Loan Group
Financing Trust
Management
Back-Up Administrator
2018 - Present
$40,820,000
Rhode Island
Student Loan Authority
Student Loan Revenue
Bonds, Series 2019-1
Financial Advisor
August 2019
$380,300,000
North Texas Higher
Education Authority
Financing Trust
Management
Investor Reporting
2010-2019
$1,841,500,00
Panhandle Plains
Higher Education Authority
Financing Trust
Management
Back-Up Administrator
& Investor Reporting
2018-2020
$42,400,000
Vermont Student
Assistance Corporation
Education Loan Revenue
Bonds, Series 2019-A & B
Financial Advisor
June 2019
$37,660,000
Midwestern University
Foundation
Student Loan Program
Bonds, Series 2019 A & B
Financial Advisor
June 2019
$264,252,000
EdLinc Student
Loan Funding Trusts
Financing Trust
Management
Trust Sub-Administrator
2018 - Present
$42,400,000
Finance Authority
of Maine
Student Loan Revenue
Bonds, Class A Series 2019-1
Financial Advisor
May 2019
$98,335,000
Kentucky Higher Education
Student Loan Corporation
Taxable & Tax-Exempt Student
Loan Revenue Bonds
Series 2019 A/B
Financial Advisor
April 2019
Alaska USA Federal Credit Union
Student Loan ABS
Valuations
Financial Advisor
2013 - Present
North Carolina State Education
Assistance Authority
Student Loan Program
Capital & Liquidity Analysis
Financial & Strategic Advisor
April 2019
$63,215,000
Rhode Island
Student Loan Authority
Student Loan Revenue
Bonds, Series 2019-A
Financial Advisor
April 2019
Pennsylvania Higher Education
Assistance Agency
Portfolio
Valuations
Financial Advisor
2009 - Present
Louisiana Public
Facilities Authoritry
Financing Trust
Liquidity Analysis
Financial Advisor
2019
Montgomery County,
Maryland
Student Loan Refinance
Program Development
Financial Advisor
January - May 2019
INvestEd
Financial & Program
Analysis
Financial Advisor
2014 - Present
Pennsylvania Higher Education
Assistance Agency
Alternative Student Loan
Program Development
Financial Advisor
2018 - 2019
North Carolina State Education
Assistance Authority
Alternative Student Loan
Program Development &
Portfolio Reporting
Financial & Strategic Advisor
November 2018
$54,535,000
Minnesota Office of
Higher Education
Student Loan Program Revenue
Bonds, 2018 Senior Series
Financial Advisor
November 2018
Arkansas Student
Loan Authority
Alternative Student Loan
Program Development
Financial & Strategic Advisor
September 2018
$367,735,263
Student Loan
Finance Corporation
FFELP Portfolio Sale
Financial Advisor &
Information Agent
August 2018
$250,360,000
North Texas Higher
Education Authority
Student Loan Asset-Backed
Notes, Series 2018A
Financial Advisor
July 2018
$85,000,000
Kentucky Higher Education
Student Loan Corporation
Taxable Student Loan Revenue
Bonds, Series 2018-1
Financial Advisor
July 2018
$35,000,000
Rhode Island
Student Loan Authority
Taxable Student Loan Reenue
Bonds, Series 2018-1
Financial Advisor
July 2018
$10,000,000
Finance Authority
of Maine
Student Loan Revenue
Bonds, Class A Series 2018-1
Financial Advisor
July 2018
$37,055,000
Vermont Student
Assistance Corporation
Education Loan Revenue
Bonds, Series 2018-A & B
Financial Advisor
June 2018
$127,450,000
Loan Science Student Loan
Trust 2018-A
Private Student Loan
Asset-Backed Notes
Financial Advisor
June 2018
$72,325,000
Rhode Island
Student Loan Authority
Student Loan Revenue
Bonds, Series 2018-A
Financial Advisor
May 2018
$269,450,000
North Texas Higher
Education Authority
Student Loan Asset-Backed
Notes, Series 2018
Financial Advisor
January 2018
$124,384,000
EdLinc Student Loan Funding
Trust 2017-A
Private Student Loan
Asset-Backed Notes
Financial Advisor
December 2017
$171,068,000
Kentucky Higher Education
Student Loan Corporation
Student Loan Asset-Backed
Notes, Series 2017-1
Financial Advisor
December 2017
$185,000,000
Minnesota Office of
Higher Education
Student Loan Program Bonds
Direct Placement
Financial Advisor
July 2017
Access Group
Portfolio
Valuations
Financial Advisor
June 2017
Great Lakes Higher
Education Corporation
Valuation
Analysis
Financial Advisor
May 2017
$50,405,000
Vermont Student
Assistance Corporation
Education Loan Revenue
Bonds, Series 2017-A & B
Financial Advisor
May 2017
$50,255,000
Rhode Island
Student Loan Authority
Student Loan Revenue
Bonds, Series 2017-A
Structuring Advisor
May 2017
$10,000,000
Finance Authority
of Maine
Student Loan Revenue
Bonds, Class A Series 2017-1
Financial Advisor
March 2017
ACS Asset Management
Primary & Back-Up Master Servicer and Trust Administrator
29 Student Loan Trusts
$15,000,000,000 Par Amount
2009 - 2017
Greystone & Co., Inc.
Cash Flow
Modeling & Analysis
Financial Advisor
August 2016
$27,900,000
Vermont Student
Assistance Corporation
Education Loan Revenue
Bonds, Series 2016-A
Financial Advisor
June 2016
$55,000,000
Rhode Island
Student Loan Authority
Student Loan Revenue
Bonds, Series 2016-A
Structuring Advisor
April 2016
MBIA
Insurance Corp.
NJHESAA Trust
Modeling
Financial Advisor
March 2016
Access Group
Constant Prepayment
Rate Analysis
Financial Advisor
February 2016
North Carolina State Education
Assistance Authority
Alternative Student Loan
Program Development
Financial & Strategic Advisor
January 2016
$133,400,000
North Carolina State Education
Assistance Authority
Student Loan Backed
Notes, Series 2015-1
Financial Advisor
December 2015
$198,400,000
South Carolina
Student Loan Corporation
Studen Loan Asset-
Backed Notes, Series 2015-A
Financial Advisor
November 2015
$261,400,000
Minnesota Office of
Higher Education
Student Loan Program Bonds
Direct Placement
Financial Advisor
October 2015
Brazos Group
FFELP Portfolio
Acquisition
Financial Advisor
October 2015
North Carolina State Education
Assistance Authority
Financing Trust
Refinancing Analysis
Financial Advisor
September 2015
Georgia Student
Finance Commission
FFELP Portfolio Sale
Financial Advisor
September 2015
Georgia Student
Finance Commission
Guaranty Agency
Servicing Transfer
Financial Advisor
August 2015
$219,200,000
Panhandle Plains
Higher Education Authority
Student Loan Revenue
Refunding Bonds, Series 2015
Financial Advisor
August 2015
Arkansas Student
Loan Authority
Financing Trust
Liquidity Analysis
Financial Advisor
June 2015
$21,200,000
Vermont Student
Assistance Corporation
Education Loan Revenue
Bonds, Series 2015-A
Financial Advisor
June 2015
College Assist
Guaranty Agency
Servicing Transfer
Financial Advisor
June 2015
$41,365,000
Rhode Island
Student Loan Authority
Student Loan Revenue
Bonds, Series 2015-A
Structuring Advisor
April 2015
Minnesota Office of Higher Education
Financial Advisor
2014 - 2015
American Dental
Association
Private Student Loan
Program Development
Financial Advisor
January 2015
San Antonio Credit Union
FFELP Portfolio Valuation Services
2014 - 2015
Loan Science
Financial Advisory Services
2014 - 2015
Ambac Assurance Corporation
Cash Flow Services
2008 - 2015
Panhandle-Plains Higher Education Authority
Investor Reporting Advisory
2011 - 2015
South Texas Higher Education Authority
Investor Reporting & Continuing Disclosure Advisory
2010 - 2015
Federal Home Loan Bank of Des Moines
FFELP Portfolio Valuation Services
2013 - 2015
$219,000,000
Panhandle-Plains Higher Education Authority
Acquisition of LoanStar Asset Partners, L.P.
Financial Advisor
December 2014
$59,700,000
Vermont Student Assistance Corporation
Education Loan Revenue Notes, Series 2014-B
Financial Advisor
November 2014
$152,500,000
Indiana Secondary Market For Education Loans, Inc.
Student Loan Asset-Backed Notes, Series 2014
Financial Advisor
November 2014
$10,000,000
Maine Educational Loan Authority
Student Loan Revenue Bonds, Series 2014 A-1
Financial Advisor
July 2014
Laureate International Universities
Financial Advisory Services
June 2014
$29,920,000
Vermont Student Assistance Corporation
Education Loan Revenue Bonds, Series 2014-A
Financial Advisor
May 2014
$8,240,000
California Educational Facilities Authority
Alternative Loan Portfolio Sale
Financial Advisor
April 2014
$25,138,429
Arkansas Student Loan Authority
FFELP Portfolio Valuation and Purchase
March 2014
MBIA Insurance Corp.
Strategic Advisory Services
2008 - 2014
Alliance Holdings
M&A Advisory
2010 - 2014
Wells Fargo Bank, N.A.
Student Loan ABS Residual Valuation
2012 - 2014
Greystone & Co., Inc
Strategic and Valuation Advisory Services
2007 - 2014
Missouri Department of Higher Education Student Loan Program
Strategic Advisory Services
August 2013
Student Loan Guarantee Foundation of Arkansas
Strategic Advisory Services
July 2013
$15,595,000
Vermont Student Assistance Corporation
Education Loan Revenue Bonds, Series 2013-A
Financial Advisor
June 2013
$186,379,616
Arizona Higher Education Loan Authority
FFELP Portfolio Sale and Trust Restructuring
Financial Advisor
June 2013
$1,050,000,000
Indiana Secondary Market For Education Loans, Inc.
FFELP Loan Portfolio Sale
Financial Advisor
June 2013
$378,400,000
Vermont Student Assistance Corporation
Student Loan Asset Backed Notes, Series 2013-1
Financial Advisor
June 2013
$67,525,000
Rhode Island Student Loan Authority
Student Loan Revenue Bonds, Series 2013-A
Financial Advisor
March 2013
$34,750,000
Rhode Island Student Loan Authority
Student Loan Revenue Bonds, Series 2014-A
Financial Advisor
March 2013
CRC Health Group
Private Loan Portfolio Valuation Services
2010 - 2013
DEPFA Bank plc
Letter of Credit Restructurings
2009 - 2013
College Assist
Strategic Advisory Services
January 2013
Utah Higher Education Assistance Authority
Strategic Advisory Services
December 2012
$770,500,000
Vermont Student Assistance Corporation
Student Loan Asset-Backed Notes, Series 2012-1
Financial Advisor
November 2012
$135,100,000
Vermont Student Assistance Corporation
Education Loan Revenue Notes, Series 2012-B
Financial Advisor
November 2012
$139,868,000
EdLinc Student Loan Funding Trust 2012-A
Private Student Loan Asset Backed Notes
Financial Advisor
November 2012
$333,641,000
EdLinc Student Loan Funding Trust 2012-1
Student Loan Asset Backed Notes
Financial Advisor
November 2012
Iowa College Student Aid Commission
Portfolio Transfer to Great Lakes Higher Education Corp.
Financial Advisor
November 2012
Georgia Higher Education Assistance Corporation
Portfolio Transfer to PHEAA
Financial Advisor
September 2012
$111,000,000
Rhode Island Student Loan Authority
FFELP Loan Backed Bonds, Series 2012-1
August 2012
$20,635,000
Vermont Student Assistance Corporation
Education Loan Revenue Bonds, Series 2012-A
Financial Advisor
July 2012
$12,685,000
Maine Educational Loan Authority
Student Loan Revenue Bonds, Series 2012 A-1
Financial Advisor
June 2012
Panhandle-Plains Management and Servicing Corporation
Leveraged Acquisition Advisory
Financial Advisor
June 2012
$17,940,000
Rhode Island Student Loan Authority
Student Loan Revenue Bonds, Series 2012-A
Financial Advisor
March 2012
$35,629,566
Access Group, Inc.
FFELP Portfolio Sale
Financial Advisor
March 2012
Lloyds Bank plc
Letter of Credit Restructurings
2012
$603,130,000
Panhandle-Plains Higher Education Authority
Student Loan Revenue Bonds, Series 2011-2
Financial Advisor
October 2011
$33,000,000
Rhode Island Student Loan Authority
Student Loan Revenue Bonds, Series 2011-A & Remarketing 2008 B-5
October 2011
Alliance Holdings
Acquisition of NorthStar Capital Markets Service Corp.
May 2011
Fortress Investment Group LLC
Student Loan ABS Residual Valuation
May 2011
$483,200,000
Panhandle-Plains Higher Education Authority
Student Loan Revenue Bonds, Series 2011-1
Financial Advisor
May 2011
$509,000,000
Louisiana Public Facilities Authority
Student Loan Backed Bonds, Series 2011A
Financial Advisor
April 2011
NorthStar Education Finance
Cash Flow and Analytics Advisory
2009 - 2011
$25,570,000
Rhode Island Student Loan Authority
Student Loan Revenue Bonds, Series 2010-B
Financial Advisor
December 2010
US Bank
FFELP Portfolio Acquisition Advisory
November 2010
$208,200,000
Panhandle-Plains Higher Education Authority
Student Loan Revenue Bonds, Series 2010-1
Financial Advisor
November 2010
$218,970,000
Panhandle-Plains Higher Education Authority
Student Loan Revenue Bonds, Series 2010-2
Financial Advisor
November 2010
Citadel Securities
Student Loan Advisor on M&A Opportunity
October 2010
Educational Credit Management Corporation
Strategic Advisory Services
August 2010
$165,220,132
Finance Authority of Maine
FFELP Portfolio Sale and Trust Restructuring
Financial Advisor
August 2010
$15,460,000
Maine Educational Loan Authority
Student Loan Revenue Bonds, Series 2010 A-1
Financial Advisor
July 2010
Alliance Holdings
Acquisition of Panhandle-Plains Management and Servicing Corp.
June 2010
$16,970,000
Rhode Island Student Loan Authority
Student Loan Revenue Bonds, Series 2010-A
Financial Advisor
March 2010
Academic Loan Group
Rating Agency, Cash Flow and Analytics Advisory
2008 - 2010
$210,000,000
Maine Educational Loan Authority
Student Loan Revenue Bonds, Series 2009
Financial Advisor
May 2009
Scottrade Bank, FSB
Student Loan ABS Investment Advisory
March 2009
Perella Weinberg Partners
Subordinate Student Loan ABS Valuation
February 2009
Education Assistance Corporation
Portfolio Transfer to Great Lakes Higher Education Corp.
Financial Advisor
January 2009
Mississippi Higher Education Assistance Corporation
Indenture Amendments and Rating Confirmations
January 2009
Education Management Corporation
Private Loan Program Development
October 2008
Universal Technical Institute
Private Loan Program Development
June 2008
First Marblehead Corporation
Rating Agency Cash Flow Advisory
January 2008
$303,600,000
Brazos Student Finance Corporation
Student Loan Asset-Backed Notes, Series 2007-1
Financial Advisor
October 2007
Midwestern University
School as Lender Advisory
September 2007
$500,000,000
Brazos Higher Education Authority
Student Loan Backed-Notes, Series 2007-1
Financial Advisor
May 2007
$378,400,000
Vermont Student Assistance Corporation
Student Loan Asset-Backed Notes, Series 2013-1
Financial Advisor
June 2013