Carole Loehr
Carole Loehr joined Cadre Securities, now PFM Asset Management LLC in April of 2001. Ms. Loehr is responsible for marketing the Minnesota School District Liquid Asset Fund Plus (MSDLAF+) and the Minnesota Association of Governments Investing in Counties (MAGIC) Fund. She provides her clients with Investment Pool, Fixed Rate Investment, Bond Proceeds Investment, OPEB Investment and Separate Account Management information. Ms. Loehr also assists with their Cash Management needs and is the P Card Coordinator in Minnesota.
Prior to joining PFM Asset Management LLC, Ms. Loehr was the Supervisor of Accounting at the St. Cloud Area School District for 13 years and a Shared Accountant with Central Minnesota Education Research and Development Council (ESV Region III) for 6 years. Her experience included financial accounting, reporting, budgeting, cash flow forecasting, investing, managing capital projects and working closely with people from many school districts.
Ms. Loehr received her Bachelors degree in Accounting from the College of St. Benedict in MN. Ms. Loehr has two NASD licenses – Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent Law).