She works closely with customers, program administrators, and the Petros legal and finance teams to ensure smooth and efficient transaction closings. Amy manages the due diligence, processing, closing, and post-closing process for Petros across multiple lines of business, including PACE, New Market Tax Credits, and CAPCO transactions. Using her background as a paralegal, she ensures that each transaction is appropriately documented, including meeting Petros’ internal requirements, any external legal requirements, and preparing transaction files for rating agencies and investors.

Prior to her work with Petros, Amy was a paralegal for Joseph Brophy, and Amanda G. Taylor of Hohmann, Taube & Summers, LLP, an Austin-based law firm focusing on litigation and complex corporate transactions.