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.
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