2017 csmfo annual conference … eden eadie & payne llp, cpas partner‐in‐charge of...

Last Name

Maze

Huntington

Stripling

Durante

Rodriguez

Bellitire

Schoeppe

Wall

Bell

Porges

Simon

Andrews

Villasenor

Haddock

First Name

Anne

Hilary

Brendan

Jeff

Kimberly

Melissa

Heidi

Richard

Thomas

Andrew

Richard

Michael

Veronica

Dawn

Company

A. Maze Inc.

Accela

Accela

AccuFund

AccuFund

Albert A. Webb Associates



Assured Guaranty

Assured Guaranty

Assured Guaranty

Banc of California

Banc of California

Bank of America Merrill Lynch

Title

President

Business DevelopmExecutive

Account Executive

Reseller

Sales Manager

Managing Director

Director, MunicipaFinance

Finance Manager

Director

Director

Director

Senior Director DivHead

SVP ‐ Senior Direct

Director

2017 CSMFO

Commercial

Phone

925‐287‐0100

ment 925‐659‐3200

925‐659‐3200

909‐599‐2000

877‐872‐2228

r 951‐595‐9148

l 951‐320‐6087

951‐686‐1070

415‐995‐8050

415‐995‐8009

415‐995‐8000

vision 949‐554‐8892

or 760‐579‐2729

916‐326‐7825

O Annual Con

l/Exhibitor/Sp

Email

0 amaze@amaze

0 hhuntington@a

0 bstripling@acce

0 [email protected]

8 kimberlyr@accu

8 melissa.bellitire

7 Heidi.schoeppe

0 richard.wall@w

0 [email protected]

9 aporges@agltd.

0 [email protected]

2 michael.andrew

9 veronica.villase

5 dawn.e.haddoc

nference

ponsors

inc.us

accela.com

ela.com

cpm

ufund.com

[email protected]

@webbassociates.com

webbassociates.com

m

.com

com

[email protected]

[email protected]

[email protected]

Address

1900 Cast

2633 Cam

2633 Cam

4345 E Low

400 Hillsid

25220 HanAvenue, S

m 3788 McC

3788 McC

150 Califo500

150 CalifoSte. 500

150 Califo

3 MacArth

3 MacArth

555 Capito765

City

tle Hill Rd Waln

mino Ramon San R

mino Ramon San R

well Street Ontar

de Avenue Need

ncock Suite 300

Murr

Cray Street River

Cray Street River

ornia St, Suite San F

ornia Street, San F

ornia Street San F

hur Place Santa

hur Pl. Santa

ol Mall, Ste. Sacra

State Z

nut Creek CA

Ramon CA

Ramon CA

rio CA

dham MA

ieta CA

side CA

side CA

Francisco CA

Francisco CA

Francisco CA

a Ana CA

a Ana CA

amento CA

Zip

94595

94583

94583

91761

2494

92562

92506

92506

94111

94111

94111

92707

92707

95814

Last Name First Name Company Title Phone Email Address City State Zip

Ines Jared Bank of America Merrill Lynch

Vice President 415‐913‐2830 [email protected] 555 California St., Ste. 1160

San Francisco CA 94104

Millard Jonathan Bank of America Merrill Lynch

Senior Vice President 415‐913‐2834 [email protected] 555 California St., Ste. 1160


Ramirez Patty Bank of America Merrill Lynch

Director 714‐577‐1494 [email protected] 275 Valencia Avenue Brea CA 92823

Becker Lori Bank of the West Senior Relationship Manager, Government

415‐399‐7225 [email protected] 180 Montgomery Street.


Campbell Daniel Bank of the West Government Relationship Manager

916‐552‐4423 [email protected] 500 Capitol Mall, Suite 1200

Sacramento CA 95814

Day Malisa Bank of the West Vice President 323‐727‐3646 [email protected] 300 S Grand Ave Los Angeles CA 92683

Ng Lily Bank of the West Director, Govt Banking Dept Manager

916‐552‐4404 [email protected] 500 Capitol Mall, Suite 1200

Sacramento CA 95814

Lin Bianca Bartel Associates, LLC

Actuary 650‐377‐1604 blin@bartel‐associates.com 411 Borel Ave San Mateo CA 94402

Pryor Doug Bartel Associates, LLC

Vice President 650‐377‐1602 dpryor@bartel‐associates.com 411 Borel Avenue San Mateo CA 94402

Redding Mary Beth Bartel Associates, LLC

Actuary 626‐808‐2157 mbredding@bartel‐associates.com Borel Ave San Mateo CA 94402

Manning James BBVA Compass Senior Vice President 602‐778‐0795 [email protected] 2850 E Camelback Rd., Ste. 140

Phoenix AZ 85016

Dotson Michele BerryDunn 207‐842‐8026 [email protected] 2415 East Camelback Road

Phoenix AZ 85016

Hedstrom Seth BerryDunn 207‐541‐2212 [email protected] 3415 East Camelback Road

Pheonix AZ 85016

Byrens Kim Best Best & Kreiger Attorney 951‐826‐8273 [email protected] 3390 Univeristy Avenue Riverside CA 92501

Shah Mrunal Best Best & Kreiger Attorney 951‐826‐8259 [email protected] 3390 Univeristy Avenue Riverside CA 92501

Casterline Glenn BLX Group LLC Managing Director 213‐612‐2229 [email protected] 777 South Figueroa Street, Suite 800

Los Angeles CA 90017

Kron Amy BLX Group LLC Senior Investment Officer

201‐963‐6663 [email protected] 1253 Garden Street Hoboken NJ 7030

Nguyen Vo BLX Group LLC Associate Director 213‐612‐2152 [email protected] 777 South Figueroa Street



Libunao Josephine BNY Mellon Team Leader/Vice President

415‐263‐2418 [email protected] 100 Pine St, Ste 3200 San Francisco CA 94111

Scherer Debbie BNY Mellon Vice President 602‐402‐2939 [email protected] 4761 N 150th Ave Goodyear AZ 85395

Sokolowski Cathy BNY Mellon Managing Director 214‐468‐6562 [email protected] 2001 Bryan St Dallas TX 75201

Brandis Rick Brandis Tallman, LLC

Principal 415‐912‐5633 [email protected] 22 Battery Street, Suite 500


Tallman Nicki Brandis Tallman, LLC

Principal 415‐912‐5632 [email protected] 22 Battery Street, Suite 500


Cabezzas Melissa Brown Armstrong Accountancy Corporation

Audit Manager 888‐565‐1040 [email protected] 4200 Truxtun Ave., Suite 300

Bakersfield CA 93309

Sanchez Alaina Brown Armstrong Accountancy Corporation

Audit Manager 888‐565‐1040 [email protected] 4200 Truxtun Ave., Suite 300

Bakersfield CA 93309

Capell Mark Build America Mutual

Vice President, Public Finance, West Reg

415‐858‐1007 [email protected] 101 California St, 29th FL


Vaisman Alex Build America Mutual 415‐858‐1004 [email protected]

101 California Street, 29th Floor


Lee John CA Infrastructure & Economic Dev.

Municipal Finance Specialist

916‐341‐6651 [email protected] 1325 J Street, Suite 1823

Sacramento CA 95814

Rennie Jim CA Infrastructure & Economic Dev.

Municipal Finance Specialist

916‐341‐6699 [email protected] 1325 J Street, Suite 1823

Sacramento CA 95814

Miller Michael California Bank & Trust

AVP, Relationship Manager IV

213‐593‐3151 [email protected] Zions Bancorporation Los Angeles CA 90071

McCormick Neil California Special Districts Alliance

Chief Executive Officer 877‐924‐2732 [email protected] 1112 I Street #200 Sacramento CA 95814

Wood Rick California Special Districts Alliance

Finance & Administration Director

877‐924‐2732 [email protected] 1112 I Street #200 Sacramento CA 95814

Bugarin Sonia CalPERS 916‐795‐0891 [email protected] 400 Q Street Sacramento CA 95811

Lookingbill Karen CalPERS 916‐795‐1387 [email protected] 400 Q Street Sacramento CA 95811

Paul Antone CalPERS 916‐795‐0986 [email protected] 400 Q Street Sacramento CA 95811

Perry Alisa CalPERS 916‐795‐3360 [email protected] 400 Q Street Sacramento CA 95811


Walker Wade Caselle Territory Manager 801‐850‐5085 [email protected] 1656 S East Bay Blvd #100

Provo UT 84606

Elliott Ajalon CGI Technology & Solutions, Inc.

Senior Consultant 703‐267‐8035 [email protected] 11325 Random Hills Road

Fairfax VA 22030

Sekulich Kelly CGI Technology & Solutions, Inc.

Director, Consulting 630‐209‐6208 [email protected] 11325 Random Hills Road

Fairfax VA 22030

Connolly Ned Chandler Asset Management

SVP, Relationship Manager

858‐546‐3737 [email protected] 6225 Lusk Blvd. San Diego CA 92121

Corral Mia Chandler Asset Management

SVP, Relationship Manager

858‐546‐3737 [email protected] 6225 Lusk Blvd, Suite B San Diego CA 92121

McCarry Christopher Chandler Asset Management

Vice President, Investment Consultant

800‐317‐4747 [email protected] 6225 Lusk Blvd San Diego CA 92121

Penner Don Chandler Asset Management

EVP, Business Development

858‐546‐3737 [email protected] 6225 Lusk Blvd San Diego CA 92121

Campos Barbara Citizens Business Bank

Government Services Officer

909‐980‐4030 [email protected] 701 N. Haven Avenue Ontario CA 91710

George Deborah Citizens Business Bank

Senior Vice President/Manager‐Government

909‐980‐4030 [email protected] 701 North Haven Avenue

Ontario CA 91764

Madsen Terry ClearSource Financial Consulting

Principal Consultant 831‐288‐0608 [email protected] 7960 B Soquel Drive, #363

Aptos CA 95003

Christensen Ben Clearwater Analytics

Business Development Representative

208‐489‐3074 [email protected] 777 W Main Street Boise ID 83702

Whipple Greg Clearwater Analytics

Commercial Sales Professional

208‐489‐3933 [email protected] 777 W Main Street Boise ID 83702

Krout David ClientFirst Technology Consulting

Managing Partner 951‐739‐7989 [email protected] 1181 California Avenue Corona CA 92881

Robichaud Steve ClientFirst Technology Consulting

Partner 612‐803‐8887 [email protected] 1181 California Avenue Corona CA 92881

Becker Pamela Columbia Capital Management, LLC.

Vice President 415‐730‐4905 [email protected] 1097 W California Ave Mill Valley CA 94941

Gutierrez Charles Complus Data Innovations 914‐747‐1200 [email protected] 560 White Plains Rd Tarrytown NY 10591


Rentz Jennifer Complus Data Innovations

VP ‐ Operations 914‐747‐1200 [email protected] 560 White Plains Rd Tarrytown NY 10591

Monk Tyler CostTree Dot Connector 916‐273‐9821 [email protected] 112 J Street, Suite 200 Sacramento CA 95814

Roos Jan CostTree 844‐267‐8873 [email protected] 112 J Street, Ste 200 Sacramento CA 95814

Trevino Chris CostTree Regional Sales Manager 916‐265‐2766 [email protected] 112 J Street, Ste 200 Sacramento CA 95814

Perez Nathan David Taussig & Associates, Inc.

Managing Director 800‐969‐4382 [email protected] 5000 Birch Street, Ste. 6000

Newport Beach

CA 92660

Roess Andrea David Taussig & Associates, Inc.

Managing Director 949‐955‐1500 [email protected] 5000 Birch Street, Suite 6000

Newport Beach

CA 92660

Ayala Shannon DAVIS FARR LLP MANAGER 760‐918‐5530 [email protected] 1902 WRIGHT PLACE, SUITE 200

CARLSBAD CA 92008

Farr Jennifer DAVIS FARR LLP Partner 949‐474‐2020 [email protected] 2301 Dupont Drive Irvine CA 92612

Casareno Eden Eadie & Payne LLP, CPAs

Partner‐in‐charge of Government Practice

909‐793‐2406 [email protected] 1839 W. Redlands Blvd. Redlands CA 92373

Gonzales Justin Eadie & Payne LLP, CPAs 909‐793‐2406 [email protected]

1839 W REDLANDS BLVD

REDLANDS CA 92373

Nguyen Hong Eadie & Payne LLP, CPAs

Manager 909‐793‐2406 [email protected] PO Box 9360 Redlands CA 92375‐2560

DeMarco Joe Emphasys Software ‐ SymPro Division

Business Development Manager

510‐655‐0900 jdemarco@emphasys‐software.com 2200 Powell Street, Sutie 370

Emeryville CA 94608

Leavitt Eric Empower Retirement

Regional Sales Director 303‐737‐0079 Eric.Leavitt@empower‐retirement.com 8515 E Orchard Rd Greenwood Village

CO 80111

Allen Hunter Ferguson Waterworks Meter & Automation

831‐402‐6997 [email protected] 620 Grace Street Monterey CA 93940

Bortoletto Mike Ferguson Waterworks Meter & Automation


Gordon Michael Ferguson Waterworks Meter & Automation


Milauskas Adam Ferguson Waterworks Meter & Automation



Sala John Ferguson Waterworks Meter & Automation


Tracy Eric Ferguson Waterworks Meter & Automation


Saunders Debra Fidelity Capital Markets

Vice President 415‐445‐6976 [email protected] 100 California Street San Francisco CA 94707

Zielinski Peter Fidelity Capital Markets

Senior Vice President 760‐602‐4283 [email protected] 500 Salem Street OS1N2

Smithfield RI 2917

Larios Maribel Fiduciary Experts LLC

CFO 951‐256‐6015 [email protected] 29250 Wrangler Dr Murrieta CA 92563

Fabian James Fieldman, Rolapp & Associates, Inc.

Principal 949‐660‐7307 [email protected] 19900 MacArthur Blvd., Ste 1100

Irvine CA 92612

Porr Robert Fieldman, Rolapp & Associates, Inc.

Sr. Vice President 949‐660‐7323 [email protected] 19900 MacArthur Blvd., Ste 1100

Irvine CA 92612

Sarabian Anna Fieldman, Rolapp & Associates, Inc.


Irvine CA 92612

Wiles Daniel Fieldman, Rolapp & Associates, Inc.


Irvine CA 92612

Dorsey Patrick First Billing Services CEO 937‐623‐1848 [email protected] 10510 Springboro Pike Miamisburg OH 45342

D'Avanzo Matt First Empire Securities

SVP‐Fixed Income 631‐979‐0097 [email protected] 100 Motor Parkway, 2nd Floor

Hauppauge NY 11788

Davidoff Mark First Empire Securities

SVP‐Fixed Income 631‐979‐0097 [email protected] 100 Motor Parkway Hauppauge NY 11788

Schiffman David First Empire Securities

Senior Financial Strategist

631‐979‐0097 [email protected] 100 Motor Parkway, 2nd Floor

Hauppauge NY 11788

Ribble Karen Fitch Ratings Senior Director, U.S. Public Finance

415‐732‐5611 [email protected] 650 California Street San Francisco CA 94108

Soltz Rudd Jessica Fitch Ratings Senior Director 415‐732‐5629 [email protected] 650 California Street San Francisco CA 94108

Legg Jerry Five Star Bank SVP ‐ Government Banking Manager

916‐640‐1512 [email protected] 2400 Del Paso Rd. Sacramento CA 95834

Blackmon Ben FTN Financial Capital Markets

Senior Vice President 901‐435‐8281 [email protected] 845 Crossover Lane, Suite 150

Memphis TN 38117


Howell Taylor FTN Financial Capital Markets 901‐435‐7995 [email protected]

845 Crossover Lane, Suite 150

Memphis TN 38117

Phillips Rick FTN Financial Main Street Advisors 702‐575‐6666 [email protected]


Memphis TN 38117

Rusk Daniel FTN Financial Main Street Advisors 702‐575‐6633 [email protected]


Memphis TN 38117

Moreno Roberto Government Financial Solutions, Inc.

President 831‐262‐7275 [email protected]

330 Stuart Ave. Pacific Grove CA 93950

Matsumoto Michael Governmental Financial Services

Principal 714‐287‐4061 mike‐[email protected] 3972 Barranca Pkwy. #J‐411

Irvine CA 92606

Nachtigall‐Fournier

Jasmine GovInvest Inc 310‐371‐7106 [email protected] 3625 Del Amo Boulevard

Torrance CA 90503

Price III Ted GovInvest Inc CEO 310‐371‐7106 [email protected] 3625 Del Amo Boulevard

Torrance CA 90503

Bouley Alison Harris & Associates Director, Public Finance 949‐655‐3900 [email protected] 22 Executive Park Irvine CA 92614

Klingelhofer Dennis Harris & Associates Vice President, Public Finance

949‐655‐3900 [email protected] 22 Executive Park, Suite 200

Irvine CA 92614‐4705

Bachman Tom Hdl Companies Principal 909‐861‐4335 [email protected] 1340 Valley Vista Drive #200

Diamond Bar CA 91765

Brown Ken Hdl Companies Principal 909‐861‐4335 [email protected] 1340 Valley Vista Drive #200


Cone Paula Hdl Companies President 909‐861‐4335 [email protected] 1340 Valley Vista Drive #200


Davis Joshua Hdl Companies 909‐861‐4335 [email protected] 1340 Valley Vista Drive #200


Demeduk Darlyne Hdl Companies 909‐861‐4335 [email protected] 1340 Valley Vista Drive #200


Longballa Howard Hdl Companies Principa 909‐861‐4335 [email protected] 1340 Valley Vista Drive #200


Nickerson Andrew Hdl Companies President 909‐861‐4335 [email protected] 1340 Valley Vista Drive #200


Padilla Wayne Hdl Companies Principal 909‐861‐4335 [email protected] 1340 Valley Vista Drive #200



Peasley Sheri Hdl Companies Principal 909‐861‐4335 [email protected] 1340 Valley Vista Drive #200


Pierce Jennifer Hdl Companies Marketing Coordinator 909‐861‐4335 [email protected] 1340 Valley Vista Drive #200


Young Bobby Hdl Companies Principal 909‐861‐4335 [email protected] 1340 Valley Vista Drive #200


Schey David HdL Coren & Cone Vice President 909‐861‐4335 [email protected] 1340 Valley Vista Drive Diamond Bar CA 91765

Bloom Leslie Hilltop Securities, Inc.

Director 760‐632‐8614 [email protected] 2533 So Coast Highway 101

Cardiff CA 92007

Cavanaugh Mike Hilltop Securities, Inc.

Managing Director 760‐632‐6824 [email protected] 2533 So Coast Highway 101

Cardiff CA 92007

Curls Phillip Hilltop Securities, Inc.

Director 310‐401‐8053 [email protected] 16000 Ventura Blvd #11 Encino CA 91436

Emerson Candace Hilltop Securities, Inc.

Corporate Events Manager

214‐953‐4081 [email protected] 1201 Elm Street Dallas TX 75270

Maas Terry Hilltop Securities, Inc.

Regional Managing Director

602‐224‐7115 [email protected] 2398 East Camelback Road

Phoenix AZ 85016

Smith Todd Hilltop Securities, Inc.


Cardiff CA 92007

Sosha Nihaara Hilltop Securities, Inc.

Administrative Assistant 310‐401‐8050 [email protected] 16000 Ventura Blvd #11 Encino CA 91436

Thomas Robin Hilltop Securities, Inc.


Cardiff CA 92007

Yew Joseph Hilltop Securities, Inc.

Director 415‐263‐1144 [email protected] 1300 Clay Street Oakland CA 94612

Zaretsky Elena Hilltop Securities, Inc.

Director 310‐401‐8054 [email protected] 16000 Ventura Blvd #11 Encino CA 91436

Gill Frank Holman Capital Corporation

Vice President 949‐400‐0969 [email protected] 25201 Paseo De Alicia Laguna Hills CA 92653

Armstrong Erika ICMA‐RC Regional Manager 408‐894‐8590 [email protected] 2635 N First Street, Suite 207

San Jose CA 95134

Heese Laura ICMA‐RC Managing Director, Core Markets

408‐894‐8590 [email protected] 2635 N. First Street, Suite 207

San Jose CA 95134


McCann Mike Inc. VP Government Finance Solutions

650‐336‐7167 [email protected] 955 Charter Street Redwoood City

CA 94063

Sprecher Milford Information Services Group

Account Director 301‐830‐2198 milford.sprecher@isg‐one.com 525 Albany Ave. Takoma Park MD 20912

Everroad Glen INFOSEND, INC. Government Solutions 714‐993‐2690 [email protected] 4240 E. La Palma Avenue

Anaheim CA 92807

Finnegan Jerry INFOSEND, INC. Marketing Development Director

714‐993‐2690 [email protected] 4240 E. La Palma Avenue

Anaheim CA 92807

Lamb Bryan Insight Investment Assistant Portfolio Manager

303‐209‐9517 [email protected] 100 Saint Paul Street, Suite 620

Denver CO 80206

Witthohn David Insight Investment Senior Portfolio Manager

212‐365‐3191 [email protected] 200 Park Avenue, 7th Floor

New York NY 10166

Altheide Carlyn Invoice Cloud Regional Director 781‐353‐3698 [email protected] 30 BRAINTREE HILL OFFICE PARK

BRAINTREE MA 2184

James Chelsea Invoice Cloud Regional Director 781‐267‐7303 [email protected] 30 BRAINTREE HILL OFFICE PARK STE 303

BRAINTREE MA 2184

Antoine Janine J.P. Morgan Executive Director 415‐315‐4915 [email protected] 560 Mission St San Francisco CA 94105

Correa Bev J.P. Morgan Vice President 415‐315‐8803 [email protected] 560 Mission Street San Francisco CA 94105

Hausler George J.P. Morgan Executive Director 213‐621‐8174 [email protected] 300 South Grand Avenue


Mouradian Eric J.P. Morgan Government Relationship Manager

559‐490‐0515 [email protected] 796 E Shaw Fresno CA 93710

Neville Art J.P. Morgan Executive Director 916‐491‐3327 [email protected] 1415 L Street Sacramento CA 95814

Pack Neil J.P. Morgan Executive Director 415‐315‐8838 [email protected] 560 Mission Street San Francisco CA 94105

Sharp Marty J.P. Morgan Vice President 916‐384‐0455 [email protected] 1300 21st Street Sacramento CA 95811

Usiski Heather J.P. Morgan Executive Director 949‐833‐4279 [email protected] 3 Park Plaza Irvine CA 92614

Williams Nicole J.P. Morgan Commercial Banker 415‐315‐6903 [email protected] 560 Mission Street San Francisco CA 94105

Arch Joseph JJACPA,Inc. President/CEO 925‐556‐6200 [email protected] 7080 Donlon Way Dublin CA 94568

Fama David Jones Hall, APLC 415‐391‐5780 [email protected] 475 Sansome St. Suite 1700


Wawryzniak James Jones Hall, APLC 415‐391‐5780 [email protected] 475 Sansome St., Suite 1700



Darm Bordan Keenan & Associates

Account Executive 916‐859‐7160x4180

[email protected] 2868 Prospect Park Drive

Rancho Cordova

CA 95670

Gedestad Nick Keenan & Associates

Account Executive 510‐986‐6761 [email protected] 1111 Broadway, Suite 2000

Oakland CA 94607

Keenan Brad Keenan & Associates

Account Executive 310‐890‐5499 [email protected] 2355 Crenshaw Blvd Torrance CA 90501

Southmayd Howell Keenan & Associates

Vice President, Municipalities

925‐683‐5048 [email protected] 1111 Broadway, Suite 2000

Oakland CA 94607

Wilkerson Cindy Keenan & Associates

Assistant Vice President 916‐859‐7160x4261

[email protected] 1716 Bamboo Street Roseville CA 95747

Brodsly David KNN Public Finance Managing Director 510‐208‐8205 [email protected] 1300 Clay Street Suite 1000

Oakland CA 94612

Shick Melissa KNN Public Finance Director 510‐208‐8226 [email protected] 1300 Clay Street Oakland CA 94612

Massiello Dan Kosmont Transactions Services

Sr. VP, Public Finance 858‐220‐3445 [email protected] 1601 N. Sepulveda Blvd. #382

Manhattan Beach

CA 90266

Baneky Bill Kroll Bond Rating Agency

Senior Director 646‐731‐2409 [email protected] 845 Third Avenue 4th Floor

New York NY 10022

Kissane James Kroll Bond Rating Agency

Director 917‐836‐2495 [email protected] 845 Third Avenue 4th Floor

New York NY 10022

McAtamney Michael Lincoln Financial Group

Director of Consultant Relations

480‐294‐4233 [email protected] 150 N. Radnor Chester Road

Radnor PA 19087

Obando Javier Lincoln Financial Group

Vice President, Government Markets


Radnor PA 19087

Somers Chris Lincoln Financial Group

Institutional Retirement Sales Director


Radnor PA 19087

Bourne Clarence Loop Capital Markets LLC

Managing Director 312‐356‐5009 [email protected] 111 W. Jackson Blvd. Chicago IL 60604

Richter Jason Loop Capital Markets LLC 310‐439‐5547 [email protected] 12100 Wilshire Blvd Los Angeles CA 90025

Anjan Tarun Loop Captial Markets LLC

Associate 310‐439‐5549 [email protected] 12100 Wilshire Blvd. Los Angeles CA 90025

Vaca Olivia LSL CPAs 714‐672‐0022 [email protected] 203 N. Brea Blvd. Brea CA 92821


Young Brandon LSL CPAs CPA 714‐672‐0022 [email protected] 203 N. Brea Blvd., Suite 203

Brea CA 92821

Dennis J'On LSL CPA's Partner 714‐672‐0022 J'[email protected] 203 N. Brea Blvd. Ste. 203

Brea CA 92821

Gruber Bryan LSL CPA's Partner 714‐672‐0022 Bryan. [email protected] 203 N. Brea Blvd., Ste. 203

Brea CA 92821

Harper Debbie LSL CPA's Partner 714‐672‐0022 [email protected] 203 North Brea Blvd. Brea CA 92821

Kikuchi Rich LSL CPA's Managing Partner 714‐672‐0022 [email protected] 203 N. Brea Blvd. Ste. 203

Brea CA 92821

North Frank LSL CPA's 714‐672‐0022 [email protected] 203 N. Brea Blvd., Ste 203

Brea CA 92821

Atamer Allen LTAS Technologies Inc.

CEO 877‐352‐3277 [email protected] 4865 Leslie St Toronto ON M2J2H7

Chan Ron LTAS Technologies Inc.

Account Manager 877‐352‐3277x2 [email protected] 4865 Leslie St Toronto ON M2J2K0

Lai Katherine Macias, Gini & O'Connell LLP

Partner 714‐668‐5376 [email protected] 650 Town Center Drive Costa Mesa CA 92626

Toler Steve Management Partners

Senior Manager 650‐740‐7007 [email protected] 2107 N. First Street San Jose CA 95131

Maurer Bea Mann, Urrutia, Nelson, CPAs

Marketing Director 916‐929‐0540 [email protected] 2515 VENTURE OAKS WAY STE 135

SACRAMENTO CA 95833

Williams Justin Mann, Urrutia, Nelson, CPAs

Partner 916‐929‐0540 [email protected] 2515 VENTURE OAKS WAY STE 135

SACRAMENTO CA 95833

Tucker Jessica Marin County 707‐447‐0430 [email protected] 368 Clarescastle Way Vacaville CA 95688

Alvey David Maze & Associates Shareholder 925‐930‐0902 [email protected] 3478 Buskirk Avenue, Suite 215

Pleasant Hill CA 94523

Cue Tim Maze & Associates Manager 925‐930‐0902 [email protected] 3478 Buskirk Avenue, Suite 215


De Dios Lettie Maze & Associates Consultant 925‐930‐0902 [email protected] 3478 Buskirk Avenue, Suite 215


Meyer Amy Maze & Associates Shareholder 925‐930‐0902 [email protected] 3478 Buskirk Avenue, Suite 215


Rodriguez Vikki Maze & Associates Shareholder 925‐930‐0902 [email protected] 3478 Buskirk Avenue, Pleasant Hill CA 94523


Suite 215

Skilling Meghan Maze & Associates Manager 925‐930‐0902 [email protected] 3478 Buskirk Avenue, Suite 215


Yuen Katherine Maze & Associates Shareholder 925‐930‐0902 [email protected] 3478 Buskirk Avenue, Suite 215


Zhang Grace Maze & Associates Manager 925‐930‐0902 [email protected] 3478 Buskirk Avenue, Suite 215


Brunner Scott MGO Director 916‐642‐7047 [email protected] 3000 S Street, Ste. 300 Sacramento CA 95816

Bullock David MGO Partner 925‐395‐2808 [email protected] 2121 N. California Blvd. Ste 750

Walnut Creek CA 94596

Chan Debbie MGO Director 916‐642‐7024 [email protected] 3000 S Street, Ste. 300 Sacramento CA 95816

Chan Philana MGO Senior Associate 925‐395‐2827 [email protected] 2121 N. California Blvd. Ste 750


Cochran Leah MGO Manager 916‐642‐7109 [email protected] 3000 S Street, Ste. 300 Sacramento CA 95816

Cousineau Mark MGO Director 213‐408‐8674 [email protected] 777 S. Figueroa Street, Suite 2500


Farhad‐Costa Jasmine MGO Manager 858‐792‐2210 jfarhad‐[email protected] 12264 El Camino Real, Ste 402

San Diego CA 92130

Gini Ernie MGO Partner 916‐642‐7029 [email protected] 3000 S Street, Ste. 300 Sacramento CA 95816

Godsey Jim MGO Partner 213‐408‐8666 [email protected] 777 S. Figueroa Street, Suite 2500


Green Rick MGO Partner 916‐642‐7046 [email protected] 3000 S Street, Ste. 300 Sacramento CA 95816

Hammon Scott MGO Partner 916‐642‐7056 [email protected] 3000 S Street, Ste. 300 Sacramento CA 95816

Harner Craig MGO Senior Manager 916‐642‐7090 [email protected] 3000 S Street, Ste. 300 Sacramento CA 95816

Johnson Scott MGO Partner 925‐395‐2818 [email protected] 2121 N. California Blvd. Ste 750


Khetan Bunty MGO Senior Associate 916‐642‐7122 [email protected] 3000 S Street, Ste. 300 Sacramento CA 95816

Knepp Michelle MGO Manager 916‐642‐7042 [email protected] 3000 S Street, Ste. 300 Sacramento CA 95816

Kwon David MGO Supervisor 213‐408‐8655 [email protected] 777 S. Figueroa Street, Suite 2500


Lau Benjamin MGO Director 925‐395‐2839 [email protected] 2121 N. California Blvd. Walnut Creek CA 94596


Ste 750

Louie Annie MGO Partner 925‐395‐2831 [email protected] 2121 N. California Blvd. Ste 750


Marquez Roseann MGO Senior Associate 925‐395‐2848 [email protected] 2121 N. California Blvd. Ste 750


Matson Byron MGO Senior Manager 916‐642‐7044 [email protected] 3000 S Street, Ste. 300 Sacramento CA 95816

Starkey Kevin MGO Partner 619‐618‐7211 [email protected] 3000 S Street, Ste. 300 Sacramento CA 95816

Tickner Shannon MGO Client Services Supervisor

916‐642‐7096 [email protected] 3000 S Street, Ste. 300 Sacramento CA 95816

Unoje Stanley MGO Senior Associate 925‐395‐2814 [email protected] 2121 N. California Blvd. Ste 750


Waller Jonathan MGO Senior Associate 925‐395‐2840 [email protected] 2121 N. California Blvd. Ste 750


Wyly Cindy MGO Marketing Manager 916‐642‐7057 [email protected] 3000 S Street, Ste. 300 Sacramento CA 95816

Zimmerman Jon MGO 213‐408‐8660 [email protected] 777 S. Figueroa Street, Suite 2500


Kirschenman Matthew Montague DeRose and Associates

Vice President 805‐852‐1858 [email protected] 2081 Townsgate Road Westlake Village

CA 91361

Kremer Michael Montague DeRose and Associates

Senior Vice President 805‐496‐2211 [email protected] 2801 Townsgate Road Westlake Village

CA 91361

Smith Robert Moody's Investors Service

Vice President 415‐274‐1734 [email protected] One front Street San francisco CA 94111

McCleary Moore Amanda Moss Adams LLP Partner 541‐732‐3865 amanda.mccleary‐[email protected] 221 Stewart Ave. Suite 301

Medford OR 97501

Parsons Matthew Moss Adams LLP Business Assurance Senior Manager

714‐271‐3412 [email protected] 2040 Main Street, Suite 900

Irvine CA 92614

Boyd Carl MUFG Union Bank Director 213‐236‐7150 [email protected] 445 S FIGUEROA ST LOS ANGELES CA 90071

Levitt Dean MUFG Union Bank Director 415‐705‐5020 [email protected] 350 California St, 11th Floor


Perez Eileen MUFG Union Bank Relationship Manager 310‐920‐9889 [email protected] 1244 GREEN LANE LA CANADA CA 91011

Sullivan Coleen MUFG Union Bank 415‐273‐2533 [email protected] 350 California Street, H‐1040



Poisson Brian Multi‐Bank Securities, Inc.

Account Executive 248‐455‐7397 [email protected] 1000 Town Center Southfield MI 48075

Yanez Peter Multi‐Bank Securities, Inc.

Vice President 248‐455‐7397 [email protected] 1000 Town Center Southfield MI 48075

DeLaRosa Mary MuniServices Client Services Manager 559‐271‐6809 [email protected] 7625 N Palm Ave Suite 108

Fresno CA 93711

Hamud Robert MuniServices 599‐240‐5807 [email protected] 7625 N Palm Avenue Fresno CA 93711

Jensen Doug MuniServices Senior Vice President 877‐282‐9183 [email protected] 1400 K Street Sacramento CA 95814

Mancia Fran MuniServices Client Services Manager 757‐282‐1060 [email protected] 7625 N Palm Avenue Suite 108

Fresno CA 93711

Herrera Carlos MuniTemps [email protected] P. O. Box 718 Imperial Beach

CA 91933

Herrera Cristina MuniTemps 866‐406‐6864 [email protected] P. O. Box 718 Imperial Beach

CA 91933

Herrera John MuniTemps President/CEO 866‐406‐6864 [email protected] P. O. Box 718 Imperial Beach

CA 91983

Marcus Peter National Public Finance Guarantee

Senior Analyst 415‐352‐3057 [email protected] 255 California Street, Suite 525


Nakahata Andy National Public Finance Guarantee

MD, Head of New Business Development

415‐352‐3052 [email protected] 255 California Street, Suite 525


Pollack Jason National Public Finance Guarantee

VIce President 415‐352‐3060 [email protected] 255 California Street, Suite 525


Davis Greta NBS 800‐434‐8349 [email protected] 870 Market Street, Suite 1223


Kissam Nicole NBS Director 800‐676‐7516 [email protected] 32605 Temecula Parkway, Suite 100

Temecula CA 92592

Wood Danielle NBS Associate Director 800‐676‐7516 [email protected] 32605 Temecula Parkway, Suite 100

Temecula CA 92592

Griffin Patrick NexLevel Information Technology, Inc.

Principal 714‐975‐4150 [email protected] 4145 E. Regency Ave. Orange CA 92867

Hackelman Terry NexLevel Information Technology, Inc.

Managing Principal 916‐692‐2000x201

[email protected] 6829 Fair Oaks Blvd. Carmichael CA 95608


Hill G.CRAIG NHA Advisors Municipal Advisor to Public Agencies

415‐785‐2025 [email protected] 4040 Civic Center Drive San Rafael CA 94903

Rashad Shareff NOVATime Technology Inc

Enterprise Sales Executive, Public Secto

909‐895‐8100 [email protected] 1440 BRIDGEGATE DR DIAMOND BAR

CA 91765

Carry Brendan OpenGov Inc. Sr. Account Executive 650‐336‐7167 [email protected] 955 Charter Street Redwoood City

CA 94063

Francis Charlie OpenGov Inc. Director of Government Finance Solutions


CA 94063

Leon Liz OpenGov Inc. Customer Success Manager


CA 94063

Walker‐Anderson Erin OpenGov Inc. Event Marketing Lead 650‐336‐7167 [email protected] 955 Charter Street Redwoood City

CA 94063

McLeod Debbie Opus Bank EVP, Head of Municipal Banking

425‐259‐7806 [email protected] 188 106th Avenue NE Suite 690

Bellevue WA 98004

Sanders Rachael PARS Supervisor, Cient Services

900‐540‐6369 [email protected] 4350 Von Karman Ave Newport Beach

CA 92660

Yu Dennis PARS Senior Vice President 800‐540‐6369 [email protected] 4350 Von Karman Ave Newport Beach

CA 92660

Dull Justin Payment Service Network, Inc.

National Sales Representative

608‐442‐5071 [email protected] 2901 International Lane Madison WI 53704

McClendon Jairius Paymentus Regional Account Director

704‐512‐0535 [email protected] 13024 Ballantyne Corporate Place

Charlotte NC 28277

Miles Christine Paymentus Regional Sales Director 540‐739‐2054 [email protected] 13024 Ballantyne Corporate Place

Charlotte NC 28277

Nicholls Phil Paymentus Regional Sales Director 905‐882‐8020x242

[email protected] 13024 Ballantyne Corporate Place

Charlotte NC 28277

Chyou Izac PFM Asset Management, LLC

Senior Managing Consultant


Meacham Sarah PFM Asset Management, LLC

Director 213‐489‐4075 [email protected] 601 Figueroa Street Los Angeles CA 90017

Spyke Monique PFM Asset Management, LLC

Director 415‐984‐5544 [email protected] 50 California Street San Francisco CA 94111

Sun Henry PFM Asset Management, LLC

Senior Analyst 213‐489‐4075 [email protected] 601 Figueroa Street Los Angeles CA 90017


Innis Tom Piper Jaffray & Co. Managing Director 415‐616‐1635 [email protected] 50 California Street San Francisco CA 94111

Koster Katie Piper Jaffray & Co. Managing Director 949‐494‐6110 [email protected] 1100 South Coast Highway

Laguna Beach CA 92651

McGuire Dennis Piper Jaffray & Co. Managing Director 916‐361‐6520 [email protected] 8880 Cal Center Drive Sacramento CA 95826

Rapista Tony Piper Jaffray & Co. Vice President 310‐297‐6031 [email protected] 2321 Rosecrans Ave El Segundo CA 90245

Reyes Russell Piper Jaffray & Co. Managing Director 310‐297‐6014 [email protected] 2321 Rosecrans Avenue El Segundo CA 90245

Ume‐Ukeje Victor Piper Jaffray & Co. Managing Director 415‐616‐1662 victor.e.ume‐[email protected] 50 California Street San Francisco CA 94111

Vancho Renee Piper Jaffray & Co. 415‐616‐1662 [email protected] 50 California Street San Francisco CA 94111

Bagley Dennis Plante & Moran, PLLC 248‐223‐3348 [email protected]

27400 Northwestern Highway

Southfield MI 48034

Colletti Alexandra Plante & Moran, PLLC 312‐928‐5201 [email protected] 10 S Riverside Plaza Chicago IL 60606

Simpkinson Nicole Plante & Moran, PLLC 248‐223‐3194 [email protected]

27400 Northwestern Highway

Southfield MI 48034

Hinojosa Fausto Price, Paige & Company

Managing Partner 559‐299‐9540 [email protected] 677 Scott Ave. Clovis CA 93612

Nestell Rob Professional Credit Senior Account Executive

541‐335‐2204 [email protected] 400 International Way, Suite 200

Springfield OR 97477

Palladino Jeff Professional Credit Senior Account Executive

360‐567‐4985 [email protected] 12204 SE Mill Plain Blvd., Suite 101

Vancouver WA 98684

Branson Russ Public Financial Management, Inc.

Director 415‐982‐5544 [email protected] 50 California Street San Francisco CA 94111

Grady John Public Trust Advisors

Managing Director 407‐588‐0525 [email protected] 717 17th Street Denver CO 80202

Aberdeen Andre Questica Inc. Account Manager 905‐634‐0110x503

[email protected] 980 Fraser Drive Burlington ON L7L 5P5

Richardson Joy Questica Inc. Account Manager 905‐634‐0110 [email protected] 980 Fraser Drive Burlington ON L7L 5P5

Van Etten Sally Raftelis Financial Consultants

Senior Consultant 510‐813‐8704 [email protected] 6114 La Salle Ave., #537

Oakland CA 94611

Pardiwala Sudhir Raftelis Financial Consultants, Inc

Exec VP 626‐583‐1894 [email protected] 150 N Santa Anita Ave ARCADIA CA 91006


Rahban Sharon Rahban CPA & Consulting Inc.

CPA 310‐801‐4588 [email protected] 1070 Casiano Road Los Angeles CA 90049

Larkins Robert Raymond James Managing Director 415‐616‐8025 [email protected] One Embarcadero Center


Schulte Rosa Raymond James Senior Vice President 866‐261‐3367 [email protected] 28202 Cabot Road Laguna Niguel CA 92677

Millican David Retired Special Advisor ‐ Finance

510‐517‐4252 [email protected] PO Box 747 Oxnard CA 93032

Johnson Eric Revenue & Cost Specialists, LLC

Vice President 714‐992‐9027 [email protected] 1519 E. Chapman Ave Fullerton CA 92831

Kermer Rick Revenue & Cost Specialists, LLC

President 714‐992‐9023 [email protected] 1519 E.Chapman Ave., Ste. C

Fullerton CA 92831

Ho‐Urano Teresa Richards, Watson & Gershon

Of Counsel 213‐626‐8484 tho‐[email protected] 355 South Grand Ave., 40th Floor


Ortiz Trisha Richards, Watson & Gershon

Shareholder 415‐421‐8484 [email protected] 44 Market Street, Suite 3800


Desind Jeff Robert W. Baird & Co.

Director of Business Development


Montani Patrick Robert W. Baird & Co.

Vice President 415‐627‐3235 [email protected] 555 California Street San Francisco CA 94104

DeSimoni Charles Rogers, Anderson, Malody & Scott, LLP

Manager 909‐327‐8831 [email protected] 735 E. Carnegie Drive #100

San Bernardino

CA 92408

Duran Gardenya Rogers, Anderson, Malody & Scott, LLP

Supervisor 909‐889‐0871 [email protected] 735 E. Carnegie San Bernardino

CA 92408

Manno Scott Rogers, Anderson, Malody & Scott, LLP

Partner 909‐889‐0871 [email protected] 735 E. Carnegie Dr., Ste 100

San Bernardino

CA 92408

Schultz Brianna Rogers, Anderson, Malody & Scott, LLP

Supervisor 909‐889‐0871 [email protected] 735 E. Carnegie #100 San Bernardino

CA 92408

Carlson Jane RSG Associate 714‐541‐4585 [email protected] 309 w 4th street santa ana CA 92701

Kim Suzy RSG Senior Associate 714‐541‐4585 [email protected] 309 west 4th street santa ana CA 92701

Allen Marquis RSM US LLP Business Development 949‐255‐6638 [email protected] 18401 Von Karman Irvine CA 92612


Manager Avenue

Walker Patti RSM US LLP Principal 602‐636‐6011 [email protected] 501 N. 44th Street Phoenix AZ 85008

Johnson Robin SAFEChecks Marketing/Sales 800‐755‐2265 [email protected] SAFEChecks Canoga Park CA 91304

Aas Blair SCI Consulting Group

Director of Planning Services

707‐430‐4300 blair.aas@sci‐cg.com 4745 Mangels Boulevard

Fairfield CA 94534

Collins Keri Simpler Systems Business Development 805‐882‐1848 [email protected] 1233‐B State Street Santa Barbara CA 93101

Panian Christine SoftResources LLC Business Development Manager

425‐216‐4030 [email protected] 11411 NE 124th Street Kirkland WA 98034

Watson Elaine SoftResources LLC Principal 425‐216‐4030 ewatson@softresources 11411 NE 124th Street Kirkland WA 98034

Spicer Shane Spicer Consulting Group

Managing Director 951‐520‐3331 [email protected] 25220 Hancock Avenue Suite 300

Murrieta CA 92562

Amezcua Raul Stifel, Nicolaus and Company, Inc.

Managing Director 213‐443‐5202 [email protected] 515 S. Figueroa Street Los Angeles CA 90071

Brown Sara Stifel, Nicolaus and Company, Inc.

Managing Director 415‐364‐6872 [email protected] 1 Montgomery Street San Francisco CA 94104

Cervantes Jim Stifel, Nicolaus and Company, Inc.

Managing Director 415‐364‐6837 [email protected] 1 Montgomery Street San Francisco CA 94104

Van Degna Anna Stifel, Nicolaus and Company, Inc.

Director 415‐364‐6877 [email protected] 1 Montgomery Street San Francisco CA 94104

Vocal Holly Stifel, Nicolaus and Company, Inc.

Director 415‐364‐5963 [email protected] 1 Montgomery Street San Francisco CA 94104

Neal Bradley Stradling Yocca Carlson & Rauth

Attorney 949‐725‐4160 [email protected] 660 Newport Center Drive

Newport Beach

CA 92660

Chavez Matt SunGard Public Sector

Account Executive 407‐304‐3055 [email protected] 1000 Business Center Drive

Lake Mary FL 32746

McAtee Chris SunGard Public Sector

Client Success Executive 407‐304‐3055 [email protected] 1000 Business Center Drive

Lake Mary FL 32746

Nelson Jim SunGard Public Sector

Client Success Executive 407‐304‐3055 [email protected] 1000 Business Center Drive

Lake Mary FL 32746

Boal Tami Thales Consulting, Inc 906‐250‐5340 tboal@thales‐consulting.com

980 9th Street, 16th FL, PMB1604

Sacramento CA 95814

Caporicci Gary The Pun Group, LLP Partner 949‐777‐8800 [email protected] 200 E. Sandpointe Ave, Santa Ana CA 92707


Suite 600

Chow Heidy The Pun Group, LLP Director 949‐777‐8837 [email protected] 200 East Sandpointe Ave, Suite 600

Santa An CA 92707

Delaney Coley The Pun Group, LLP Senior Manager 949‐777‐8800 [email protected] 200 E. Sandpointe Ave, Suite 600

Santa Ana CA 92707

Kaymark Paul The Pun Group, LLP Partner 949‐777‐8800 [email protected] 200 E. Sandpointe Ave, Suite 600

Santa Ana CA 92707

Kuo Frances The Pun Group, LLP Director 949‐777‐8800 [email protected] 200 E. Sandpointe Ave, Suite 600

Santa Ana CA 92707

Pun Kenneth The Pun Group, LLP Managing Partner 949‐777‐8800 [email protected] 200 E. Sandpointe Ave, Suite 600

Santa Ana CA 92707

Roth Andrew The Pun Group, LLP Manager 949‐777‐8800 [email protected] 200 E. Sandpointe Ave, Suite 600

Santa Ana CA 92707

Shepherd Michael The Pun Group, LLP Marketing Director 949‐777‐8800 [email protected] 200 E. Sandpointe Ave, Suite 600

Santa Ana CA 92707

Becker Peter Time Value Investments, Inc

Vice President 206‐365‐3000 [email protected] 9725 3rd Ave NE Seattle WA 98115

Martin Cody TimeClock Plus 325‐223‐9500 [email protected] 1 TimeClock Dr San Angelo TX 76904

Saccoccio John TimeClock Plus 325‐223‐9500 [email protected] 1 TimeClock Dr San Angelo TX 76904

Alexander Neil Trane Inc. Energy Solutions Account Executive

626‐435‐1112 [email protected] 3253 E Imperial Blvd Brea CA 92821

Ingram Reggie Trane Inc. Regional Executive ‐ Client Solutions

619‐751‐0853 [email protected] 15577 VILLAGE PARK CT.

Lake Oswego OR 97034

Amos Doug Turbo Data Systems 714‐573‐5757 [email protected]

18302 Irvine Blvd. Suite #200

Tustin CA 92780

Fox Greg Turbo Data Systems 714‐573‐5757 [email protected]

18302 Irvine Blvd. Suite #200

Tustin CA 92780

Bonck Aaron TVI Institutional Investments

206‐365‐3000 [email protected] 9725 3rd Ave NE Seattle WA 98115

Jarvis Paul TVI Managing Director 206‐365‐3000 [email protected] 9725 3rd Ave NE Seattle WA 98115

Johnson Mark Tyler Technologies Senior Account Executive

800‐772‐2260 [email protected] 1 Tyler Drive Yarmouth ME 4096


Snow David Tyler Technologies Senior Account Executive

800‐772‐2260 [email protected] 1 Tyler Drive Yarmouth ME 4096

Wahlbrink Jennifer Tyler Technologies 800‐772‐2260 [email protected] 1 Tyler Drive Yarmouth ME 4096

Watts Colin Tyler Technologies Account Executive 800‐772‐2260 [email protected] 1 Tyler Drive Yarmouth ME 4096

Axt John U.S. Bank Vice President 213‐615‐6005 [email protected] 633 W. Fifth Street, 24th Floor


Ball Sheri U.S. Bank Vice President 213‐615‐6007 [email protected] 633 West 5th Street Los Angeles CA 90071

Botelho Charline U.S. Bank Vice President 916‐498‐3439 [email protected] 621 Capitol Mall Sacramento CA 95814

Haber Ken U.S. Bank SVP/Team Manager 818‐817‐7235 [email protected] 15910 Ventura Blvd Encino CA 91436

Kidd Troy U.S. Bank Vice President 530‐893‐6152 [email protected] 2385 Esplanade Chico CA 95926

McGlynn Robert U.S. Bank Vice President 213‐615‐6405 [email protected] 633 W. Fifth Street Los Angeles CA 90071

Placencia Michael U.S. Bank Vice President 415‐677‐3690 [email protected] 1 California Street San Francisco CA 94111

Raabe Nancy U.S. Bank VP / Corp. Trust Manager


Verstuyft Linda U.S. Bank VICE PRESIDENT 714‐262‐8994 [email protected] 633 WEST 5TH STREET LOS ANGELES CA 90071

Mael Trevor Umpqua Bank VP / Relationship Manager

916‐774‐3921 [email protected] 2998 Douglas Blvd STE 100

Roseville CA 95661

Ryan Vanessa Umpqua Bank 916‐724‐1214 [email protected] 2998 Douglas Blvd Roseville CA 95661

Stephens Dean Umpqua Bank Senior Vice President 916‐774‐3937 [email protected] 2998 Douglas Blvd Roseville CA 95661

Kreymer Mark UnionBanc Investment Services LLC

213‐236‐7070 [email protected] 445 S. Figueroa Street Los Angeles CA 90071

Busch Michael Urban Futures Incorporated

CEO 714‐283‐9334 [email protected] 17821 17th Street Tustin CA 92780

Gislason Candace Van Iwaarden Associates

Consulting Actuary 612‐860‐1183 [email protected] 10 South 5th Street Minneapolis MN 55402

Van Iwaarden Jim Van Iwaarden Associates

Consulting Actuary 612‐596‐5961 [email protected] 10 South 5th Street Minneapolis MN 55402

Fankhanel Greg Van Lant & Fankhanel, LLP

Partner 909‐856‐6879 [email protected] 25901 Kellogg Street Loma Linda CA 92354


Medina Evelyn Van Lant & Fankhanel, LLP

Senior Accountant 951‐905‐4747 [email protected] 25901 Kellogg Street Loma Linda CA 92354

Tobing Enrico Van Lant & Fankhanel, LLP 909‐894‐8263 [email protected] 25901 Kellogg St Loma Linda CA 92354

Van Lant Brett Van Lant & Fankhanel, LLP

Partner 951‐283‐4848 [email protected] 25901 Kellogg Street Loma Linda CA 92354

Canieda Cristy Vasquez & Company LLP

Partner 213‐873‐1720 [email protected] 801 S. Grand Avenue Ste 400


Rockabrand Bradford Vavrinek Trine Day & Co., LLP

Consultant / Manager 909‐297‐8418 [email protected] 78 Seastar Court Dana Point CA 92629

Aguilar Joe Vavrinek, Trine, Day & Co., LLP

Partner 916‐570‐1880 [email protected] 2151 RIVER PLAZA DR SACRAMENTO CA 95833‐4133

Alfaro Roger Vavrinek, Trine, Day & Co., LLP


Andersen Jessica Vavrinek, Trine, Day & Co., LLP

Manager 916‐570‐1880 [email protected] 2151 RIVER PLAZA DR SACRAMENTO CA 95833‐4133

Cheuk Denny Vavrinek, Trine, Day & Co., LLP


Edelman Nathan Vavrinek, Trine, Day & Co., LLP 916‐570‐1880 [email protected] 2151 RIVER PLAZA DR SACRAMENTO CA

95833‐4133

Gharaibeh Ahmad Vavrinek, Trine, Day & Co., LLP


Major AJ Vavrinek, Trine, Day & Co., LLP


Millendez Raymond Vavrinek, Trine, Day & Co., LLP 916‐570‐1880 [email protected] 2151 RIVER PLAZA DR SACRAMENTO CA

95833‐4133

Ramsey James Vavrinek, Trine, Day & Co., LLP


Ransom Karlee Vavrinek, Trine, Day & Co., LLP


Showalter David Vavrinek, Trine, Day & Co., LLP


Soukhaseum Kinnaly Vavrinek, Trine, Day & Co., LLP



West Kristen Vavrinek, Trine, Day & Co., LLP

Supervisor 916‐570‐1880 [email protected] 2151 RIVER PLAZA DR SACRAMENTO CA 95833‐4133

White Phil Vavrinek, Trine, Day & Co., LLP


Defenbaugh Lyle Wells Fargo Bank Wells Capital‐Client Relations Director

916‐440‐4890 [email protected] 400 Capitol Mall Sacramento CA 95814

Gordon Renee Wells Fargo Bank Vice President 213‐253‐7229 [email protected] 333 S. Grand Avenue Los Angeles CA 90071

Gorzeman Scott Wells Fargo Bank Director of Sales 213‐253‐7232 [email protected] 333 S. Grand Avenue Los Angeles CA 90071

Love Lynn Wells Fargo Bank Senior Vice President 213‐253‐7266 [email protected] 333 S. Grand Ave. 5th floor


Thompson Sandra Wells Fargo Bank Merchant Services Govt Account Mgr

480‐826‐5088 [email protected] 2222 W Rose Garden Lane

Phoenix AZ 85027

Varner Jamie Wells Fargo Bank Relationship Manager 951‐295‐7482 [email protected] 4141 Inland Empire Blvd #200

Ontario CA 91764

Weiss Stuart Wells Fargo Bank Vice President 213‐253‐7533 [email protected] 333 Grand Avenue Los Angeles CA 90071

Williams John Wells Fargo Bank Vice President 916‐440‐4903 [email protected] 400 Capitol Mall Sacramento CA 95814

Kronbetter Michael Wells Fargo Securities

Vice President 916‐440‐4255 [email protected] 400 Capitol Mall Sacramento CA 95670

Sklaroff Nikolai Wells Fargo Securities

Public Finance, Investment Banker

415‐371‐2648 [email protected] 333 Market Street, Suite 1500


Lentz Joshua Western Alliance Bank

VP ‐ Municipal Finance Officer

602‐346‐7467 [email protected] One East Washington Street

Phoenix AZ 85004

Holkeboer Mieke Western Alliance Public Finance

Vice President 213‐362‐5215 [email protected] 601 West Fifth Street Los Angeles CA 90071

Callanan Robert White Nelson Diehl Evans LLP

Partner 714‐978‐1300 [email protected] 2875 Michelle Drive, Suite 300

Irvine CA 92606

Munoz Daphnie White Nelson Diehl Evans LLP

Partner 714‐978‐1300 [email protected] 2875 Michelle Drive, Suite 300

Irvine CA 92606

Patel Nitin White Nelson Diehl Evans LLP

Partner 714‐978‐1300 [email protected] 2875 Michelle Drive Suite 300

Irvine CA 92606

Medina Susana Willdan Financial Services 951‐587‐3500 [email protected]

27368 Via Industria #200

Temecula CA 92590


Pelej Anne Willdan Financial Services 951‐587‐3500 [email protected]


Temecula CA 92590

Quaid Bob Willdan Financial Services 951‐587‐3500 [email protected]


Temecula CA 92590

Reynolds Stacee Willdan Financial Services 951‐587‐3500 [email protected]


Temecula CA 92590

Cerda Cynthia Wilmington Trust, N.A.

Banking Officer 714‐384‐4172 [email protected] 650 Town Center Drive Costa Mesa CA 92626

Deleray John Wilmington Trust, N.A.

VP, Director, Pacific Region

714‐384‐4154 [email protected] 650 Town Center Drive Costa Mesa CA 92626

Ramos Chantelle Wilmington Trust, N.A.

Sales Associate 714‐384‐4169 [email protected] 650 Town Center Drive Costa Mesa CA 92626

Connolly Craig Workiva Regional Sales Director 480‐202‐0616 [email protected] 1365 North Scottsdale Road, Suite 400

Scottsdale AZ 85257

Mote Adam Workiva California Account Manager

202‐215‐4350 [email protected] 1417 Bay Ridge Lane El Dorado CA 95762

Peterson Brittany Workiva Senior Product Marketing Manager

515‐520‐3124 [email protected] 2900 University Blvd. Ames IA 50010

Nowak Jacki Zions Bank Corporate Trust

Vice President 213‐593‐3155 [email protected] 550 S. Hope Street Los Angeles CA 90071

Petrasso Mark Zions Bank Corporate Trust

Senior Vice President 213‐593‐3153 [email protected] 550 S. Hope Street Los Angeles CA 90071

2017 csmfo annual conference … eden eadie & payne llp, cpas partner‐in‐charge of...

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