Financial Analysis Projects in MiamiFinancial Analysis Projects in MiamiTitle: Policy Brief Writing & Regulatory Advisory
Description:
Senior document-based policy advisory services delivered exclusively through written analysis, research memoranda, regulatory comment letters, and structured briefings. Drawing on 40+ years of experience in public finance, infrastructure policy, federal regulatory environments, and municipal advisory work — including service as the youngest Washington DC Treasurer in modern history.
Engagements span infrastructure finance policy, broadband and telecommunications regulatory analysis, transportation and housing program strategy, tax-exempt debt structuring guidance, and senior technical review of complex financial and legal documents. All deliverables produced asynchronously via email and written documents — no meetings required.
Served clients across federal, state, and local government agencies, transit authorities, housing organizations, and private sector infrastructure firms through Columbia Equity Financial Corp. Title: Municipal Advisory & Infrastructure Finance
Description:
Columbia Equity Financial Corp. (CEFC) is a registered municipal advisory and broker-dealer firm I founded, nationally ranked among top financial advisors with over $7 billion in infrastructure financings. Services span municipal bond issuance, tax-exempt and taxable debt structuring, infrastructure project finance, and federal program coordination across transportation, housing, telecommunications, and broadband sectors.
Clients have included state and local governments, transit agencies, housing authorities, airports, and 501(c)(3) organizations across more than a dozen states including DC, Maryland, Virginia, Georgia, New Jersey, Connecticut, Oregon, and Alaska.
CEFC has held national rankings including #2 among Top 25 Financial Advisors in New England and #2 in the District of Columbia. All advisory services are delivered through written analysis, financial modeling, and document-based deliverables. 
