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Heather I. Litzebauer joined NW Financial in August 2005. Ms. Litzebauer serves as Managing Director for the firm and provides various financial analyses services for clients.
Ms. Litzebauer works closely with clients entering the bond market conducting market research and financial analyses, procuring credit enhancement and securities ratings, providing support through the bond sales and the pricing process, and tracking refunding and restructuring opportunities. Ms. Litzebauer also works with municipalities and authorities tracking projects and providing cash management services as well as detailed cash flow modeling. During her time with the firm, she has provided financial services to the Union County Improvement Authority, Monmouth County Improvement Authority, Delaware Sustainable Energy Utility, Mercer County, Passaic County Improvement Authority, Borough of Essex Fells, Morris County and various other authorities and municipalities.
In June of 2006, Ms. Litzebauer participated in the restructuring and issuance of new money debt, approximately $2.8 billion, for the New Jersey Transportation Trust Fund Authority’s Transportation System Bonds. In particular, Ms. Litzebauer assisted in the preparation and documentation of the financing, ran simultaneous pricing models with comparative spreads to MMD benchmarks, and orchestrated two open market Treasury purchases, confirming the winning bid interest rates.
As a licensed Municipal Securities Representative, Ms. Litzebauer provides various underwriting services for the firm, including financial modeling and analysis for municipal issuers, while working with the project team to ensure accurate and timely execution of pricing transactions. Ms. Litzebauer has worked with clients such as the Union County Improvement Authority, Passaic County, and the Township of East Hanover.
In 2010, Ms. Litzebauer assisted the City of Newark’s Brick City Development Corporation and the Township of Fort Lee in undertaking a financial analysis of redevelopment projects including economic impact studies and the effect of new legislative options to enhance redevelopment projects.
In the wake of Superstorm Sandy at the end of 2012, Ms. Litzebauer was an integral part of working with the Monmouth County Improvement Authority (the “MCIA”) and Department of Community Affairs in discussing options of how the MCIA could help its local municipalities. The result was issuing $47,475,000 in Governmental Pooled Loan Revenue Notes, Series 2013 which resulted in saving the sixteen participants approximately $209,088.62 in interest savings.
Ms. Litzebauer assisted the Lumberton Board of Education with a$4,881,000 referendum project which was approved and financed in July of 2019. As part of the financing, Ms. Litzebauer provided the Board of Education with tax impact analyses based on the project scope, financing numbers, and participated in the outreach to the public regarding the project.
Bachelor of Science in Business Administration
50 (Municipal Advisor Representative)
52 (Municipal Securities Representative)
54 (Municipal Advisor Principal)
63 (Uniform Securities Agent)
SIE (Securities Industry Essentials Examination)
Contact Heather at firstname.lastname@example.org
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