Evergreen offers a broad range of financial advisory services including general obligation bonds, golf course revenue bonds, refinancing and escrow restructurings, construction and state agency financings, tax increment financings, master lease agreements, and swaps advisory work.
Evergreen also focuses on providing financial advisory services to state and local governments for farmland and open space preservation programs through its affiliate Evergreen Conservation Finance. Evergreen's professionals understand the issues that drive these programs and have a national reputation for knowledge and innovation in dealing with these issues.
Evergreen founder Daniel Patrick O'Connell has 28 years' experience working with municipal securities. His experience includes 14 years as a financial advisor, 11 years in public finance for a regional investment bank and three years in securities sales for a Wall Street firm. Over these years, Mr. O'Connell has sold, underwritten or served as advisor for more than $9 billion in tax-exempt financing. Evergreen Managing Director Honora Freeman has 22 years' experience in government, including 12 years with Baltimore County and 10 years with Baltimore City, ultimately serving as Deputy Chief of Staff for Mayor Schmoke. Jacqueline Lopez-Ona, a Managing Director, has over 15 years' experience in financial and economic analysis.
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REMINDER: This listing is a free service of LandCAN.
Daniel Patrick O'Connell is not employed by or affiliated with the Land Conservation Assistance Network, and the Network does not certify or guarantee their services. The reader must perform their own due diligence and use their own judgment in the selection of any professional.