Financial Advisors & Consultants

Dale Scott has served as financial advisor to California school districts for over 25 years. During this time, he has worked throughout the state helping hundreds of clients access the nation’s capital markets as well as assisting them in seeking voter-approved debt. Prior to forming DS&C, he managed the Public Finance Department for Wells Fargo Bank. He holds a bachelor’s degree from San Francisco State and a master’s degree from Harvard University.
Mark Farrell has advised California school and community college districts for over 10 years with expertise in planning general obligation bond programs, certificates of participation, and tax and revenue anticipation notes. He has managed the CSBA-sponsored Cash Reserve Program TRAN pool since 2005. Prior to joining DS&C, Mark was a Managing Director with Piper Jaffray’s California education group. He holds a bachelor’s degree from the University of Pennsylvania and master of business administration from the Anderson School at UCLA.
Stephen Zhang serves DS&C in the financial transactions department, working with a variety of general obligation bond programs and tax and revenue anticipation note programs. Prior to joining DS&C, he served as a Business Analyst in Calypso Technology’s interest rate derivatives department. He holds a bachelor’s degree in managerial economics from the University of California, Davis.
Nicole Roberts is a member of the financial transactions department at DS&C. She has over nine years of experience developing plans of finance for tax-exempt and taxable debt transactions, developing financial models, determining borrowing capacity and identifying refunding opportunities for municipal clients – cities, school districts, transportation agencies and higher education. She received her bachelor’s degree in business economics from Texas Tech University.
Joe Crump works in DS&C’s financial transactions department. He previously interned as a debt analyst at the Massachusetts State Treasury in Boston. A bioengineering graduate of California Lutheran University, Joe earned a master’s degree in international economics and finance from Brandeis University.
Screen Shot 2016-02-19 at 4.09.49 PM
Michael McCullough works in DS&C’s financial transactions department. At his previous employer, Public Financial Management, Inc., he participated in a range of municipal debt transactions; built and maintained financial models and databases, including education funding models; and published regulatory macroeconomic research. Before entering public finance, Michael worked in the Washington, D.C., office of a U.S. senator. He is an honors graduate of the University of Pennsylvania.
Screen Shot 2016-02-19 at 4.12.57 PM

Alexander Dunn works in DS&C’s financial transactions department with the structuring of general obligation bonds, certificates of participation, and tax and revenue anticipation notes. He previously worked as a relationship manager in the asset management and financial technology industries. Alex graduated from San Francisco State University with a bachelor’s degree in business administration with a concentration in finance. He served honorably in the United States Marine Corps, including a tour of duty in Operation Iraqi Freedom.
Screen Shot 2016-02-19 at 4.12.57 PM

Chase Adams serves as DS&C’s disclosure specialist and general counsel. Before joining DS&C, he founded and ran a consulting firm to help California issuers and underwriters comply with their continuing disclosure obligations under contract and under 15c2-12 of the Exchange Act. He has provided continuing disclosure guidance to issuers since 2012 and helped several issuers navigate the SEC’s MCDC Initiative in 2014. Chase received his J.D. from the Santa Clara University School of Law.
Screen Shot 2016-02-19 at 4.12.57 PM

Erick Cruz works in DS&C’s financial transactions department with the structuring of general obligation bonds, certificates of participation, and tax and revenue anticipation notes. He previously interned in the finance department of the Metropolitan Transportation Commission, the transportation planning agency for the San Francisco Bay Area. He earned a bachelor’s degree in business administration, with a concentration in finance, from San Francisco State University.
Screen Shot 2016-02-19 at 4.12.57 PM