Datnilza Metz

Client Relations Manager
PFM Asset Management LLC

 

Contact

225 E. Robinson Street
Orlando, FL 32801

metzd@pfmam.com
689.263.8906 cell

Specialties
Short & Intermediate Term Fixed Income , Local Government Investment Pools (LGIP’s)

Transportation, Primary & Secondary Education, State & Local Governments

Education
B.S. in Business Management, Human Resources Management, and Political Science
Alvernia University

Professional Designations or Licenses
FINRA Series 6 and 63

Started with PFM: 2021

Started in the Field: 2021

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Datnilza serves the Southeast region of the United States as an Institutional Sales and Relationship Manager. In this role, Datnilza is responsible for both new business development and helping clients build out their investment program. Datnilza is also responsible for working with participants and leadership of the Florida Public Assets for Liquidity Management Program (FL PALM), a local government investment pool. In that capacity, she serves cities, counties and school districts throughout Florida. Datnilza regularly assists in providing training to government investors on the structure, analysis and use of local government investment pools, as well as overall investment program optimization.

Before joining the investment advisory team in the Orlando office, Datnilza worked in the Investment Analytics Group as an Analyst. Here, she provided clients with technical reports, such as cash flow analyses, customized investment reporting, asset allocation analyses and investment policy reviews.

Datnilza comes to the firm with experience in the public sector, previously serving as a Legislative Staff Assistant on Capitol Hill. This experience emphasizes her understanding of the needs of our public clients.

 

Contact

225 E. Robinson Street
Orlando, FL 32801

metzd@pfmam.com
689.263.8906 cell

Specialties
Short & Intermediate Term Fixed Income , Local Government Investment Pools (LGIP’s)

Transportation, Primary & Secondary Education, State & Local Governments

Education
B.S. in Business Management, Human Resources Management, and Political Science
Alvernia University

Professional Designations or Licenses
FINRA Series 6 and 63

Started with PFM: 2021

Started in the Field: 2021

Print/Save as PDF

Download Vcard