Patrick Rooney

Patrick Rooney is a Client Services Advisor at Ehlers, a company specializing in municipal advisory services and public finance.12 He joined Ehlers in 2018 and has since progressed through various roles within the organization.13

Career Progression at Ehlers

Patrick's career at Ehlers has followed an upward trajectory:

1. Public Finance Analyst (2018): Started in the Bond Marketing and Sales Team.13
2. Financial Analyst (2020): Supported Municipal Advisors with debt structure, modeling, and analysis.13
3. Client Service Advisor (2022-present): Currently works with Investment Advisers to provide portfolio analysis and reporting to clients.13

Expertise and Responsibilities

As a Client Service Advisor, Patrick's areas of expertise include:

• Fixed Income Trading
• Cash Flow Forecasting
• Municipal Markets Research
• Portfolio Analysis & Administration
• Competitive Bond Sales
• Paying Agent Services
• State & Local Government Finance
• Refundings
• Debt Structure1

Education and Qualifications

Patrick holds impressive educational credentials and professional licenses:

• Bachelor's Degree in Political Science from the University of Minnesota
• Master's Degree in Business Finance/Finance & Investment Banking from the University of Minnesota Carlson School of Management
• Series 50 License: Municipal Advisor Representative
• Series 65 License: Uniform Investment Advisor
• Completed WallStreet Prep Bootcamp: Financial & Valuation Modeling1

Previous Experience

Before joining Ehlers, Patrick worked as a legislative policy aide at the Minnesota State Senate, focusing on the Senate Judiciary Committee, Commerce Committee, and Finance Committee.1

Personal Information

Patrick resides in the Cathedral Hill area of St. Paul, Minnesota. He appreciates the neighborhood's architecture and walkability. He is also an avid sports fan, particularly supporting the Minnesota Gophers and Minnesota Twins.1