Jake Smith
About Jake Smith
Jake Smith serves as the Vice President of Public Finance Investment Banking at Piper Sandler, where he has worked since 2022. He has extensive experience in municipal debt structuring and holds multiple certifications in finance.
Work at Piper Sandler
Jake Smith currently holds the position of Vice President in Public Finance Investment Banking at Piper Sandler, a role he has occupied since 2022. Prior to this, he served as Assistant Vice President for three years beginning in 2021. His career at Piper Sandler began with his role as an Associate from 2019 to 2021 and as an Investment Banking Analyst from 2017 to 2019. His responsibilities include advising municipal debt issuers on the structure and timing of their offerings, focusing on cost-efficient financing solutions.
Education and Expertise
Jake Smith has a strong educational background in Economics and Political Science, having earned a Bachelor of Arts from Colorado College from 2010 to 2013. He furthered his studies at the University of Denver, where he completed a Bachelor of Arts in Economics and Political Science with a GPA of 3.7 in 2014. He also obtained a Master of Science in Investment Banking and Corporate Finance from the University of Denver - Daniels College of Business from 2015 to 2016. His expertise includes structuring and restructuring debt for municipalities and utility revenue bond issuers, as well as forecasting cash flows and structuring development finance debt instruments.
Background
Jake Smith began his professional career as a Business Consultant at ATBS in 2015. He then transitioned to the finance sector, working at Piper Sandler in various roles, including Investment Banking Analyst and Associate. Before joining Piper Sandler, he completed a six-month internship as a GIPS Intern at MainLine West LLC in 2016. His work experience has equipped him with skills in municipal debt issuance and utility municipal bond underwriting.
Certifications and Specializations
Jake Smith holds several FINRA certifications, including Series 50, 52, and 63. His specializations include advising on State Revolving Fund (SRF) and utility municipal bond underwriting. He is proficient in structuring debt instruments to meet capital budgeting requirements and has a focus on ensuring cost-efficient financing for municipal debt issuers.