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Tarlan Alikhanzadeh

Ms. Tarlan Alikhanzadeh, Associate, joined the firm in September 2021. Since joining the firm, Ms. Alikhanzadeh has been active with the firm’s electric, hydroelectric, and water utility clients. Prior to joining the firm, Ms. Alikhanzadeh served as an underwriter.

Ms. Alikhanzadeh received her Bachelor of Business Management and Bachelor of Finance from Middlesex University.

Melinda Kays

Melinda Kays, Associate of Fieldman, Rolapp & Associates, joined the firm in May 2021. Since joining the firm, Ms. Kays has been assisting with the firm’s City and County clients. Before joining the firm, Ms. Kays worked as a Payroll Specialist and an Accounting Assistant in Honolulu, HI. 
Ms. Kays received her Bachelor of Arts degrees in Economics and in Anthropology, both from the University of Washington. She is a registered municipal advisor representative and holds the Series 50 license.

Paul C. McDonnell, Jr.

Mr. McDonnell joined the firm in April 2021. He is a recognized expert in a broad array of public finance areas of concern, having served cities, counties, schools and special districts in a variety of roles.  He has been active in California public finance since 1984, working initially for major investment banking firms prior to becoming the elected Treasurer-Tax Collector for the nation’s 10th largest county.  His public sector experience also includes senior management responsibility for finance and budget preparation and policies.  As a senior county manager, he was involved with the formation of a number of joint powers authorities at the county and statewide level.  He served for many years on the California State Association of Counties (CSAC) Finance Corporation Board and was a founding member of CalTRUST.  His more recent advisory experience includes tax related financing and forecasting and retirement benefits policy and financing.

Mr. McDonnell has been previously licensed as a General Securities Principal and held a Certified Treasury Professional designation.  He is a former President and current Life Member of the California Association of County Treasurer-Tax Collectors.

McDonnell received his Undergraduate Degree in Political Science from the University of California, Berkeley and an MBA (finance) from the Anderson Graduate School of Management at UCLA.  Mr. McDonnell can be contacted at pmcdonnell@fieldman.com.

 

 

Annika Bergstrom

Annika Bergstrom, Associate, joined the firm in April 2020. Since joining the firm, Ms. Bergstrom has been active with the firm’s school district clients. Before joining the firm full time, Ms. Bergstrom held an internship for Fieldman Rolapp, where she gained experience and knowledge in the field of municipal finance.

Ms. Bergstrom received her Bachelor of Science degree in Business Administration from Chapman University.

Rachel Chang-Kwei

Rachel C. Chang-Kwei, Senior Vice President of Fieldman, Rolapp & Associates, joined the firm in February 2020 with more than a decade of public finance experience. She is an expert in the area of public financings for K-14 districts. Ms. Chang-Kwei has been involved with assisting school districts and community college districts throughout California with capital facilities funding plans such as General Obligation Bonds, Lease Revenue Bonds, Community Facilities District Special Tax Bonds, as well as long-term funding program.

Ms. Chang-Kwei is a regular participant at the Coalition for Adequate School Housing (CASH), California School Board Association (CSBA), California Association of School Business Officials (CASBO) and Committee on Assessments Special Taxes and other Financing Facilities (CASTOFF).

Ms. Chang-Kwei also has significant experience with other aspects of school consulting, which includes developer fees, redevelopment, continuing disclosures and annual administration of assessment districts.

Ms. Chang-Kwei received her Bachelor of Arts in Economics along with a minor in Business Management from University of California, Irvine. Ms. Chang-Kwei holds Series 50 and Series 54 licenses and can be contacted at rchang@fieldman.com.

Crystal Bennett

Un Chu Reardon

Ms. Un Chu Reardon, Senior Vice President, joined the firm in November 2019 and is based in Washington State. With over 20 years of experience, she is an expert in the area of public finance for a wide range of public agencies including cities, counties, k-14 districts, special districts and transportation agencies. Additionally, Ms. Reardon has been involved with assisting a variety of public agencies with capital facilities funding plans with debt programs utilizting certificates of participation, general obligation bonds, lease revenue bonds, sales tax revenue bonds, tax increment bonds, toll revenue bonds, and water and wastewater revenue bonds.

Ms. Reardon spent over 15 years as an investment banker specializing in public finance.  She is a member of the California Society of Municipal Finance Officers (CSMFO), Washington Finance Officers Association (WFOA) and the Committee on Assessments, Special Taxes and other Financing Facilities (CASTOFF).

Ms. Reardon received her Bachelor of Arts degrees in International Studies (concentration in Economics) and in Anthropology from the University of Washington, Seattle. Ms. Reardon holds Series 50 and Series 54 licenses and can be contacted at ureardon@fieldman.com.

CYNTHIA OLIVARES

JENNIFER Bustamante

Jennifer Bustamante, Executive Assistant, joined the firm in February 2018. Since joining the firm, Ms. Bustamante has been active with the firm’s school district, city and county and water and wastewater utility clients She also been active with Applied Best Practices, a division of the firm, specializing in secondary market continuing disclosure services and compliance as well as California Debt & Investment Advisory Commission annual reporting.

Prior to joining the firm, Ms. Bustamante served as Administrative Office Manager and Accounting Assistant providing office management, customer and invoicing support for Dream Vacation Builders.

Ms. Bustamante received her Bachelor of Arts degree in Communication Studies from California State University of Long Beach.

MICHELLE SEABROOK

DEANNE COATS

CHELSEA REDMON

Ms. Chelsea L. Redmon, Assistant Vice President, joined the firm in August 2016 and has been dedicated to the firm’s city and county clients. She has worked on a variety of transactions, which include, but are not limited to, tax allocation, lease revenue, general obligation and special tax bonds. In addition to these transactional services, Ms. Redmon also utilizes her extensive background in economics and data analytics to create financial forecasts, develop debt capacity models, evaluate market conditions, assists in drafting debt and continuing disclosure policies.

Prior to joining the firm, Ms. Redmon taught an Econometrics lab at California State University, Long Beach and was an Economics Instructor for Golden West College, Huntington Beach.

Ms. Redmon graduated Summa Cum Laude from the California State University, Long Beach,   with her Master of Arts degree in Economics and a Bachelor of Arts degree in Political Science, with a concentration in Law, Politics and Policy.  In 2017, her paper, “Economic Freedom and Corruption: New Cross-Country Panel Data Evidence” was published in The Journal of Private Enterprise.

LORA CARPENTER

Ms. Lora Carpenter, Vice President, joined the firm in March 2014. Since joining the firm, Ms. Carpenter has been active with the firm’s electric, hydroelectric and water utility clients. She has worked on a variety of transactions which include both fixed and variable Revenue Bonds and Certificates of Participation. She has worked with many of our large utility clients structuring bond offerings and conducting credit analyses and preparing credit presentations. Her mathematics and analysis background provides the essential skills sets when preparing quantitative analyses to support transaction structures and researching relevant market conditions and events.

Prior to joining the firm, Ms. Carpenter served as an Office Clerk for a surgeon of St. Joseph’s Hospital in Orange and a Teacher’s Assistant for the Geology Department at Bucknell University.

Ms. Carpenter received her Bachelor of Science degree in Mathematics from Bucknell University.

JASON CHUNG

Mr. Jason Chung, Vice President, joined the firm in July 2012. Since joining the firm, Mr. Chung has been active with the firm’s school district clients, placing a special interest in COPs and GO Bonds for school districts.

Prior to joining the firm, Mr. Chung served as an Intern for Towers Watson in its Health and Group Benefits Consulting department and as a Financial Analyst Intern for Morningstar, Inc.

Mr. Chung received his Bachelor of Arts degree in Business Economics along with a minor in Statistics from University of California, Irvine, where he was also a member of the Undergraduate Finance Association.

ROBERT A. PORR

Robert A. Porr, Executive Vice President of Fieldman, Rolapp & Associates, re-joined the firm in May 2005. He is an expert in the utility area of public finance and has advised on nearly $7.4 billion of fixed and variable rate financings for utilities within California. Mr. Porr has advised a variety of different public agencies throughout California in connection with the execution of capital facilities funding mechanisms, including General Obligation Bonds, Certificates of Participation, Revenue Bonds, Assessment District Bonds, and Community Facilities District Special Tax Bonds, as well as government-subsidized and direct bank loans.

Mr. Porr spent eight years as an investment banker specializing in California public finance. He frequently presents on finance and credit topics at the Association of California Water Agencies and CDIAC conferences.

Mr. Porr received his Bachelor of Arts from Pace University in New York, NY and earned a Juris Doctorate from New York Law School. Mr. Porr holds the Series 50 License and is admitted to practice law in the State of New York, and can be contacted at rporr@fieldman.com or 949-660-7323.

ANNA V. SARABIAN

Ms. Anna V. Sarabian, Ph.D., Principal, joined the firm in July 2003. She is an expert in the area of public finance for cities and successor agencies. Sarabian has been involved with assisting a variety of public agencies throughout California with capital facilities funding plans such as tax allocation bonds, certificates of participation, lease revenue bonds, water and wastewater revenue bonds, general obligation bonds, and special district formations and financings, as well as debt, reserve and budget policy development and the development of long range financial plans.

Sarabian is a regular speaker at the California Debt and Investment Advisory Commission (CDIAC) Debt Essentials seminar series and is a member of the California Society of Municipal Finance Officers (CSMFO), League of California Cities (LOCC) and the Committee on Assessments, Special Taxes and other Financing Facilities (CASTOFF).

Sarabian holds the CIPMA designation as a Certified Independent Professional Municipal Advisor from the National Association of Municipal Advisors (NAMA). She serves on the board of the Women in Public Finance, Los Angeles chapter. Sarabian received her Master of Business Administration (concentration in Finance) from the University of California-Riverside and her Ph.D. in Economics from the Center for Economic Research and Graduate Education (CERGE), Prague, the Czech Republic. Her paper, “The default of special district financing: Evidence from California” was published in 2015 in the Journal of Housing Economics. Sarabian can be contacted at asarabian@fieldman.com.

JAMES V. FABIAN

James V. Fabian, Principal, joined the firm in September 1999. He is an expert in the area of public financings for cities and their successor agencies. Fabian has been involved with assisting a variety of cities throughout California with capital facilities funding plans such as General Obligation Bonds, Lease Revenue Bonds, Community Facilities District Special Tax Bonds, as well as Tax Allocation Refunding Bonds.

Fabian is a regular speaker at the California Debt Investment Advisory Commission (CDIAC), California Society of Municipal Finance Officers (CSMFO), League of California Cities (LOCC) and Committee on Assessments Special Taxes and other Financing Facilities (CASTOFF).

Fabian has extensive experience with the operational considerations of local government working in County and City government for over fourteen years.

Fabian received his Undergraduate Degree in Political Science and a Graduate Degree in Public Administration with an emphasis in Local Government from Kent State University. Fabian can be contacted at jfabian@fieldman.com.

Adam S. Bauer

Adam S. Bauer, President and Chief Executive Officer of Fieldman, Rolapp & Associates, joined the firm in September 2004. He is an expert in the area of public financings for school districts. Bauer has been involved with assisting a variety of public agencies throughout California with capital facilities funding plans such as General Obligation Bonds, Certificates of Participation, Community Facilities District Tax Bonds, as well as state funding.

Bauer is a regular speaker at the Coalition for Adequate School Housing (CASH), where he served as co-chair for the fiscal management strand. He is also a regular speaker at the California Debt Investment Advisory Commission (CDIAC), California School Board Association (CSBA), California Association of School Business Officials (CASBO) and Committee on Assessments Special Taxes and other Financing Facilities (CASTOFF).

Bauer has also been a Subject Matter Expert for the Rosier School of Education at the University of Southern California (USC) and currently teaches the public finance section for the School Business Academy at the Association of California School Administrations (ASCA).

Bauer received his Bachelor of Science in business administration with a concentration in finance from San Francisco State University. Bauer can be contacted at abauer@fieldman.com.