jason list

* Structured and analyzed bond transactions in Munex and DBC * Developed finance plans and bond rating presentations * Administered and marketed the OhioCAF financing program * a statewide municipal financing pool * Managed approximately 10-12 clients issuers per financing within the OhioCAF program * Excellent business developer and marketer * more than 20 new clients in two years

* Provided municipal and corporate financial advisory and underwriting services * Provided private placements for municipalities * over 40 private placements for municipal governments in 2007 * State-wide Lease Purchase administrator for the Ohio Township Association which comprises of over 1300 members * 30 million in bond issuance in 2007 * Leading tax credit advisor to school districts * issued majority of Qualified Zone Academy Bonds in the State of Ohio for 2004 and 2005 fiscal years

* Fixed income trading for municipal entities * Executed trades with a total portfolio value of over $1.5 billion for senior managers * Provided economic analysis to senior portfolio managers; utilized Bloomberg economic data to provide senior managers with the current investment environment

Complete deal execution work which includes; timeline management, distribution of transaction responsibilities, legal document review, pricing oversight, transaction closing, and final transaction summary review - Prepare bond rating presentations by analyzing clients' funds and budgets, assessed valuation trends, enrollment history, local economic data, and all other relevant credit factors - Act as a numbers analyst for client transactions; structure bond programs utilizing DBC to stay within legal constraints and tax rate limitations set by the voting public - Develop and maintain new client relationships by cold-calling, general networking, and monitoring refunding opportunities for municipal issuers

Principal at Isom Advisors, a Division of Urban Futures

Activities and Societies: President of the Student Marketing Association