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Office of Management & Finance

Bureau of Financial Services

The bureau is being re-organized under the Bureau of Revenue and Financial Services.

Phone: 503-823-5288

Fax: 503-823-5384

1120 SW 5th Avenue, Rm 1250, Portland, OR 97204

Public Finance and Treasury Contact Information

 

Staff Contact List

Jennifer Cooperman City Treasurer 503-823-6851   
Debt Management 
Jonas Biery Debt Manager 503-823-4222
Patricia Tigue Principal Debt Analyst 503-823-5580
Ken Bartocci Senior Debt Analyst 503-823-5859
Investment Portfolio 
Michael Montgomery Investment Officer 503-823-3105
Treasury Operations 
Paul Lee Principal Treasury Analyst 503-823-3108
Darrell Gossett Senior Treasury Analyst 503-823-3101
Charlie Chau Treasury Analyst 503-823-3109
Patricia Yates Accountant II 503-823-4220

 

Staff Contact by Service
Banking Services

Paul Lee
Darrell Gossett
Charlie Chau

503-823-3108
503-823-3101
503-823-3109

Bank Deposits

Patricia Yates
Darrell Gossett
Charlie Chau

503-823-4220
503-823-3101
503-823-3109

Debt Issuance/ Bank Financing

Jonas Biery
Jennifer Cooperman

503-823-4222
503-823-6851

Debt Managed Cash & Debt Service (Accounting/Budget/Payment) Ken Bartocci 503-823-5859
Financial Recording & Reporting

Paul Lee
Darrell Gossett
Charlie Chau

503-823-3108
503-823-3101
503-823-3109

Investment Management

Michael Montgomery
Jennifer Cooperman

503-823-3105
503-823-6851

Investor Communications

(Bureaus are asked to forward all external media requests relatedto City debt to Public Finance and Treasury)

Jonas Biery
Jennifer Cooperman

503-823-4222
503-823-6851

Interest Allocations Darrell Gossett 503-823-3101                                

Lines of Credit
Urban Renewal

Patti Tigue 503-823-5580
Merchant Services

Michael Montgomery
Jennifer Cooperman

503-823-3105
503-823-6851

Tax/Rebate Compliance Ken Bartocci 503-823-5859

Petty Cash (M-F 9am-4pm)

Darrell Gossett

503-823-3101