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Chris Allen

Chris Allen

Areas of Focus Specializes in higher education and not-for-profit public finance Profile Joined FirstSouthwest in 2009 Responsible for client and project management as well as analytical and technical support for engagements including bond sizing, spreadsheet models, refunding analyses, lease-purchase analyses and debt offering documentation Responsible for conducting competitive bond sales and structures for both tax-exempt and taxable new money as well as refunding bond issues Previously worked for Public Financial Management for more than 12 years Prior to that worked three years as a financial analyst with the Municipal Advisory Council of Texas (MAC), a trade association of bond underwriters and financial advisors Worked with numerous Texas municipal entities including Bastrop County, Texas Public Finance Authority, the cities of Austin, Arlington, Hutto, Elgin, New Braunfels and Granger as well as Austin Independent School District, Lumberton Independent School District, Burnet Consolidated ISD, Granger ISD and Temple Junior College Involved in the structuring and sale of nearly $4 billion of new money and refunding bond issues Experienced in taxable and tax-exempt commercial paper programs, cash defeasance programs, escrow restructuring, credit enhancements and rating presentations Education Bachelor of Business Administration in Accounting, Texas State University Southwest School of Government Finance, Texas Tech University Licenses Held Registered Representative of the Financial Industry Regulatory Authority (FINRA)General Securities Representative, Series 7Uniform Securities Agent, Series 63Investment Advisory Representative, Series 65