Julio F. Morales has over 17 years of broad-based corporate and public finance experience, previously serving as a municipal finance manager at the City of Oakland, investment banker at Bank of America, and reinvestment provider at Transamerica.

He has experience with a broad spectrum of municipal securities including: GOs, COPs, POBs, TABs, CFDs, and private placements. Mr. Morales has extensive land-secured and base reuse financing experience; and often assists clients with the evaluation of public-private partnerships (P3s) and contract renegotiations. He also assists a number of clients in the development of long-range financial plans and policies.

His previous clients include LAUSD, the Cities of Los Angeles, Oakland, San Diego, Pasadena, Anaheim, Oceanside, Poway, Moreno Valley, and Irvine. He has also served a number of water agencies including Eastern Municipal Water District, Rancho California Water District, Three Valleys Municipal Water District, and South Coast Water District.

Mr. Morales has served as a guest speaker at several CMTA, GFOA, CDIAC, and CSMFO seminars.

Mr. Morales earned a bachelor degree from the University of Michigan, a Master of Public Policy (MPP) from the Harvard Kennedy School of Government, and an MBA in Finance and Real Estate from UCLA.