Nicole Tallman began her career in municipal finance in 1993. She brings her experience as a senior banker, providing account coverage to small- and medium-sized municipal issuers in California. Nicki has a broad range of financial expertise with an in-depth knowledge of financing techniques. Nicki works with a number of advanced cash flow models to optimize the use of debt and cash to fund capital improvements and perform fiscally prudent financings. Many issuers find these models invaluable in accurately and factually projecting capital financing plans that meet their short- and long-term needs.
Nicki has been responsible for structuring transactions including preparing sources and uses of funds, debt service schedules, escrow calculations and cash flow projections; performing due diligence work and drafting official statements; performing follow-up consulting services including accounting and administration assistance; and, overall management and timing of the projects. Additionally, Nicki has served her clients by providing comprehensive review and analysis of financial conditions and debt structure; preparing complete accounting transcripts and summary documents for transactions; and providing comprehensive follow-up support.
Nicki has participated in review board interviews and CDIAC policy development forums; assisted public agencies with continuing disclosure and GASB, SEC and CDIAC annual reporting requirements and has presented educational sessions for both CSMFO and CMTA.
Prior to forming her own firm, Nicki was Vice President of Public Finance for Redwood Securities Group, Inc. and an investment banker with Mark Pressman Associates. Before entering the field of municipal finance, Nicki worked as a C.P.A. with Arthur Andersen LLP where she performed audits and provided consulting services to municipalities. Nicki has a bachelor’s degree in Accounting from the University of San Diego where she graduated Magna Cum Laude in 1990. She holds FINRA Series 7, 24, 53 and 63 licenses, and is licensed as a Certified Public Accountant in the State of California.