Our People

Both an attorney and CPA, Jerry has spent over 25 years being associated with the gaming industry first as an investment banker then in developing, managing and owning gaming facilities. From October, 1998 until his retirement on March 31, 2008, Jerry developed, secured the financing for, and managed the construction and operations of the Pala Casino Spa and Resort in San Diego, California owned by the Pala Band of Mission Indians.

Kristi has over 14 years of experience in the investment and commercial banking industry, and was a Managing Director with Banc of America Securities' Global Corporate and Investment Banking Real Estate, Gaming and Leisure Industries Group. There, she led the team that financed Native American gaming businesses, a group which held an over 70% market share in lead-managed deal volume across the industry. Kristi was responsible for deal teams that sole book ran and lead arranged over $13 billion in syndicated bank loans, high yield securities, tax-exempt bonds and furniture and equipment financings for over 30 different tribes.

From 1994 to 2009, Dan was a Senior Vice President and National Market Executive at Bank of America. Dan made Bank of America the dominant financial institution serving Indian Country by coordinating a team that was responsible for lending and syndicating loans totaling more than $13 billion. Previously, he worked for Senator John McCain as the minority staff director of the United States Senate Committee on Indian Affairs. Dan is an enrolled member of the Navajo Nation.

David provides TFA's clients with solution-oriented advice and strategies related to Tribes' debt needs. As a Managing Director for Banc of America Securities, David ran the gaming, lodging and leisure debt structuring and syndication group. With over 25 years of banking experience, David has been the primary architect and lead structurer for numerous corporate gaming and Native American syndicated loans. Since 2003, he has been involved in over 100 transactions representing over $90 billion including $7 billion in Indian country. While at Bank of America, David and his team were consistently #1 every year in gaming transactions and dollar volume.

Jeff has over thirteen years of investment banking experience, with over twelve years at Banc of America Securities in various roles including Syndicated Finance, High Yield Capital Markets and, most recently, as a Principal in the Global Corporate and Investment Bank Real Estate, Gaming and Leisure Industries. There, Jeff focused primarily on Native American gaming transactions as well as a variety of greenfield and expansion casino development projects. Since 2005, Jeff has been involved with over $8 billion of gaming-related transactions, including over $3 billion in Indian country.

Bill has over eight years of Wall Street investment banking experience. Most recently, Bill was a Vice President in Banc of America Securities' Global Real Estate, Gaming and Lodging Investment Banking Group, where he raised over $5 billion of capital in the high yield, syndicated finance and equity markets. Bill earned the right to use the CFA designation in 2006. He received an M.B.A. from the USC Marshall School of Business in 2004 and a B.A. in Economics from the University of California at Berkeley in 1998.

Aaron received an MBA from the UCLA Anderson School of Management and most recently was an Associate in Banc of America Securities' Global Real Estate, Gaming and Lodging Investment Banking Group. Prior to business school, Aaron was a Senior Manager at Accenture where he worked for 8 years. He graduated Cum Laude with a B.S. in Materials Engineering from UCLA in 1998.

Daniel worked as an analyst in the Real Estate, Gaming and Leisure Investment Banking Group at Banc of America Securities prior to joining Tribal Financial Advisors. He previously worked at Wynn Resorts, Limited as a Corporate Finance and Development intern in 2007. Daniel received a B.S. in 2008 from Cornell University's School of Hotel Administration.