Dale M. Okerlund

  • Position: Senior Vice President
  • Experience:
  • Location:
  • Email: dale@lewisyoung.com
  • Phone: 801-456-3936
  • Cell: 801-547-7151
Contact:
BIOGRAPHY

Personal Experience & Biography

Mr. Okerlund is an active member of the Utah Bar, and is an associate member of the National Association of Bond Lawyers.

Throughout Dale Okerlund’s over thirty-eight years of industry experience, he has initiated a wide variety of municipal finance transactions in the western United States. In 1998, following his 19-year career as a municipal bond attorney, Dale became an investment banker. He is a former associate of Foley & Lardner and a former partner with Chapman and Cutler. He is also a former shareholder and director of Ray, Quinney and Nebeker.

Mr. Okerlund made the transfer from bond attorney to investment banker when he joined Wells Fargo Brokerage Services. He continued his relationships advising school districts and numerous other entities. Mr. Okerlund joined LYRB in 2009.

Experience

  • Mr. Okerlund has extensive experience with fixed rate general obligation utility revenue building authority and refunding bonds. In addition, he is an expert in integrating the complex tax law governing refunding transactions with the structural needs of issuers and the demands of the market at a given time.
  • Mr. Okerlund is deeply familiar with every aspect of public borrowing including legal, budget, tax, securities and disclosure, bond election, bond rating, bond market, debt structure and long-term planning for complex debt programs. He has acted as bond counsel or financial advisor to large school districts, Salt Lake City, and utility issuers. He has also drafted important legislation and constitutional provisions relating to special service district and school finance in Utah, some of which have been used in other States.

Education

  • Bachelor of History and Philosophy, Magma Cum Laude, Highest Honors, Brigham Young University
  • Juris Doctorate, University of Chicago

Licenses

  • Series 7 – General Securities Representative
  • Series 50 – Municipal Advisor Representative
  • Series 63 – Uniform Securities Agent - State

Selected Achievements

  • Mr. Okerlund is an active member of the Utah Bar, and is a member of the National Association of Bond Lawyers.
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