Profile
Ms. DiMarco joined PFM in April 2009 as a result of the purchase by PFM of BondResource Partners, LP.
In 2002, she was a founding Partner of BondResource, a WBE certified boutique firm specializing in arbitrage, post issuance compliance and verification agent services.
She was Partner-in-Charge of the Municipal Bond Services Group of Arthur Andersen from 1990 to 2002 as well as a member of the healthcare practice.
From 1973 to 1990, she was a Partner at Laventhol & Horwath.
At Laventhol, she was part of the Management Consulting Group where her practice emphasized municipal bonds and healthcare.
Ms. DiMarco has served as a speaker, panel participant and/or trainer in the field of arbitrage rebate for the Government Finance Officers Association, the National Association of Bond Lawyers, JPMorgan, among others.
She wrote the GFOA training course for arbitrage rebate, which she has taught on numerous occasions.
Ms. DiMarco served (2006-2009) on the IRS Advisory Committee on Tax Exempt and Government Entities and is a co-author of the Committee report After the Bonds are Issued: Then What, a primer on post issuance compliance.
She is a Certified Public Accountant licensed in Pennsylvania, New Jersey, Illinois and Mississippi.
She received a Bachelor of Science degree, Summa Cum Laude, in Business Administration from Drexel University.
In addition, she is an FHFMA.
Former positions of Joan DiMarco
| Companies | Position | End |
|---|---|---|
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | 2001-12-31 |
Horwath Velez & Co. PSC
 Horwath Velez & Co. PSC Miscellaneous Commercial ServicesCommercial Services Horwath Velez & Co. PSC is a private company based in Washington. | Corporate Officer/Principal | 1989-12-31 |
| J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - |
National Association of Bond Lawyers
 National Association of Bond Lawyers Miscellaneous Commercial ServicesCommercial Services National Association of Bond Lawyers engages in the provision of law services. The companywas founded on February 5, 1979 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Government Finance Officers Association
 Government Finance Officers Association Miscellaneous Commercial ServicesCommercial Services The Government Finance Officers Association (GFOA) is a professional organization that represents over 22,000 public finance officers throughout the United States and Canada. The GFOA is based in Chicago, IL and has more than 21,000 members from cities, counties, towns, school districts, state, provincial, the federal government, and other special districts in the United States and Canada. The GFOA's mission is to advance excellence in government finance by providing best practice guidance, leadership, professional development, resources and tools, networking opportunities, award programs, and advisory services. The organization is dedicated to the sound management of government financial resources and provides professional development opportunities to more than 12,000 state and local finance professionals each year. | Corporate Officer/Principal | - |
Training of Joan DiMarco
| Drexel University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
PFM Group, Inc.
 PFM Group, Inc. Investment ManagersFinance PFM Group, Inc. provides financial and investment advisory services. It offers financial advisory, asset management, consulting, financial modeling, alternative finance, and specialized services. The company was founded in 1975 and is headquartered in Abington, PA. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
Horwath Velez & Co. PSC
Horwath Velez & Co. PSC Miscellaneous Commercial ServicesCommercial Services Horwath Velez & Co. PSC is a private company based in Washington. | Commercial Services |
Government Finance Officers Association
Government Finance Officers Association Miscellaneous Commercial ServicesCommercial Services The Government Finance Officers Association (GFOA) is a professional organization that represents over 22,000 public finance officers throughout the United States and Canada. The GFOA is based in Chicago, IL and has more than 21,000 members from cities, counties, towns, school districts, state, provincial, the federal government, and other special districts in the United States and Canada. The GFOA's mission is to advance excellence in government finance by providing best practice guidance, leadership, professional development, resources and tools, networking opportunities, award programs, and advisory services. The organization is dedicated to the sound management of government financial resources and provides professional development opportunities to more than 12,000 state and local finance professionals each year. | Commercial Services |
National Association of Bond Lawyers
National Association of Bond Lawyers Miscellaneous Commercial ServicesCommercial Services National Association of Bond Lawyers engages in the provision of law services. The companywas founded on February 5, 1979 and is headquartered in Chicago, IL. | Commercial Services |
| J.P. Morgan & Co., Inc. (Old) | Finance |
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