POST OAK MUNICIPAL ADVISORS - Key Persons

C. Terrell Palmer - President

Job Titles:
  • President
Mr. Palmer serves as President of the company and has over 30 years of experience in public finance. He has worked with various municipalities covering all areas of public finance including schools, water, wastewater, streets, airports and toll roads. Mr. Palmer assists his clients with all types of financing structures including new money and refunding bonds, variable tax rate issues, increment financings, and federal tax credit bonds such as qualified school construction bonds, qualified zone academy bonds and Build America Bonds. He is currently working with two entities on a large surface water conversion project. He worked at a major Wall Street firm for the first seven years of his career, and has worked for large regional brokers for the past 25 years. Education UNIVERSITY OF TEXAS, AUSTIN

Chris Parker - VP

Job Titles:
  • Vice President
Mr. Parker provides the advisory team with quantitative analysis and general support and has over 10 years of financial advisory experience. Prior to joining the Firm, Mr. Parker served as a municipal advisor with RBC Capital Markets, where he primarily focused on Texas public school districts. Education UNIVERSITY OF TEXAS AT AUSTIN

Francine Stefan - EVP

Job Titles:
  • Executive Vice President
Ms. Stefan serves as Executive Vice President of the company and has over 25 years of experience in public finance. Her expertise is providing quantitative analysis, technical support, and cash flow modeling on financing transactions for public finance clients. Ms. Stefan has provided municipal advisory services to a wide range of municipal issuers including school districts, toll roads, regional water authorities, special districts, tax increment reinvestment zones, universities, cities, and counties. She has extensive experience in developing specialized financial models, identifying and structuring refunding opportunities, and analyzing debt service coverage and bonding capacities. Prior to becoming a municipal advisor, Ms. Stefan was a certified public accountant with a major accounting firm, including four years' experience as a verification agent on numerous municipal bond issues. Education LOUISIANA STATE UNIVERSITY

Jay Smith

Job Titles:
  • Financial Advisor
Mr. Smith provides the advisory team with quantitative analysis and research support. Mr. Smith has over five years of financial advisory experience. Mr. Smith is a graduate of Pearland ISD and earned his Bachelor of Business Administration degree in Finance from Louisiana State University. Education LOUISIANA STATE UNIVERSITY

Misael Flores - VP

Job Titles:
  • Vice President
Mr. Flores provides the advisory team with quantitative analysis and general support and has over 10 years of financial advisory experience. Prior to joining the Firm, Mr. Flores served as a municipal advisor with RBC Capital Markets, where he primarily focused on Special Districts. Education TEXAS A&M UNIVERSITY

Richard DeLong - EVP

Job Titles:
  • Executive Vice President
Mr. DeLong brings our clients over 35 years of experience in municipal capital markets, including underwriting, trading and advising, both regionally and nationally, across the maturity and debt instrument spectrum. Formerly a Managing Director at First Southwest, he most recently was President and co-owner of Vista Securities. His broad experience includes managing a short-term book of variable rate securities in excess of $4 billion, as well as underwriting and advising clients on thousands of long term fixed-rate transactions. Education UNIVERSITY OF TEXAS AT DALLAS

Tracie Palmer - Chief Legal Officer

Job Titles:
  • General Counsel
Education NEW YORK UNIVERSITY SCHOOL OF LAW LLM in Taxation SOUTH TEXAS COLLEGE OF LAW Juris Doctor, Summa Cum Laude LOUISIANA STATE UNIVERSITY