Prior to joining the Yuba Group, Gerri worked at another municipal advisory firm for eleven years, where she advised clients on developing and implementing financing programs and the strategic management of debt and derivative portfolios. She assists clients with capital planning, financial analysis, transaction structuring and pricing. Gerri also provides comprehensive hedging strategy, risk management, regulatory compliance, ISDA negotiation and structuring advice.
Prior to becoming a municipal advisor, Gerri spent eight years at Barclays and Lehman Brothers, where she was an investment banker in the higher education and not-for-profit finance group. In that role, she worked on all aspects of deal origination and execution of debt capital market transactions for clients nationwide. She also assisted clients with credit rating strategy, debt capacity analyses, and debt/derivative policy development. Gerri began her career in the public finance department at JP Morgan.
Gerri graduated from Smith College with a B.A. in Economics and received a Master’s in Finance from the Stockholm School of Economics.
Municipal Advisor Licenses:
Series 54 Municipal Advisor Principal
Series 50 Municipal Advisor