We are pleased to announce that Georgina Walleshauser has been promoted to Senior Vice President at Blue Rose Capital Advisors.
Ms. Walleshauser joined Blue Rose in 2017 and manages a number of the firm’s clients, providing them with advice on and ensuring a smooth closing for all types of debt and derivative product transactions, capital planning solutions, and detailed credit assessments. She specializes in analyzing and assessing reinvestment strategies for clients, leading most of Blue Rose’s reinvestment transactions.
As a Senior Vice President, Georgina has taken the new responsibility of providing senior leadership for Blue Rose’s client engagements.
“Since her start with Blue Rose, Georgina has demonstrated an understanding and commitment to serve our clients that is second to none,” said Erik Kelly, Blue Rose’s president. “Her ability to analyze a cadre of financial situations and credit profiles and deliver debt, swap and reinvestment solutions has earned her high praise from her colleagues and clients alike. We are grateful she is a part of the Blue Rose team.”
Prior to joining Blue Rose, Ms. Walleshauser worked as an Actuarial Career Development Trainee at American National Insurance Company on the Reserve Team, where she supported actuarial analysts, created profitability and progress reports, and managed the organization of the data used to analyze trends and predict quarterly claims.
Ms. Walleshauser passed the MSRB Series 50 Examination to become a qualified municipal advisor representative and the MSRB Series 54 Examination to become a qualified municipal advisor principal.
Please join us in congratulating Georgina!
Contact Georgina:
O: 952-746-6036
Email: [email protected]
Connect on LinkedIn
About Blue Rose Capital Advisors:
Blue Rose Capital Advisors is an independent financial advisory firm that serves the higher education, healthcare, non-profit, government, and corporate sectors. Blue Rose provides debt, derivatives, reinvestment, strategic and financial consulting services, and other specialized services to help clients achieve their goals. Blue Rose is registered as a Municipal Advisor with the Securities and Exchange Commission (SEC) and Municipal Securities Rulemaking Board (MSRB).
Blue Rose brings expert guidance and transparency to the often complex and opaque sectors of the capital markets. We embrace a client-first approach and work tirelessly to strengthen their debt transactions, governance, and balance sheets. With our wealth of real-time data, sophisticated modeling capability, and deep industry relationships, we can deliver solutions to almost any financing challenge.
