conference attendees as of june 11, 2010 - cacttc june... · conference attendees as of june 11,...
TRANSCRIPT
Conference Attendees as of June 11, 2010
County/Company Full Name
Abalone Cove Advisors Craig Ehlenberger
Alameda County Brenda Guess Teresita Lauigan
Zeny Montemayor
BAC Tax Services Corp. John Mabry
Bank of America Merrill Lynch Alec Bigelson Kathryne Daniels Richard Larson
Kathi McClure-Wight Patty Ramirez Susan Siefkas
Bank of the West Daniel Campbell Caren Galloway John Woodworth
Bid4Assets, Inc. Will Scott
BNY Mellon Jose Matamoros Jennifer O’Neill
Bond Logistix, LLC Janice Salvato
Butte County C. Linda Barnes
Calaveras County Lynette Norfolk Doug Norfolk
Barbara Sullivan Jim Sullivan
California State Treasurer’s Office Pam Milliron
CalTRUST Lyle Defenbaugh
Cantor Fitzgerald Richard Vest Jaff Salim
Conference Attendees as of June 11, 2010
County/Company Full Name
Capital Securities of America Mark Gaudio
CD-DATA/ParcelQuest Paul Cowdery Gina Mulligan Grant Mulligan
Chandler Asset Mgmt. Ned Connolly Mia Corral
Citi Thad Garrison Erin Means-Reynoso
City and County of San Francisco Pauline Marx
CM de Crinis & Co./Riverside County Paul McDonnell
Colorado CustomWare Inc. Kim Martin
Colusa County Daniel Charter
Comerica Bank Mark Martinez Ana Rubalcaba
Comerica Securities Jim Hilmer
Contra Costa County Bill Pollacek Russell Watts
Cooperman Associates/Transocean Funding Joshua Cooperman
CR Software, LLC Matthew Austin
CSAC Finance Corporation Laura Labanieh Tom Sweet
Capital Advisors Group Anthony Vicari
CoreLogic Real Estate Tax Service Mabel Au Christopher Hollis
Conference Attendees as of June 11, 2010
County/Company Full Name
Cutwater Asset Mgmt. Gay Eichhoff Terri Schwartz
D.A. Davidson & Co. Leslie Wells
Davidson Fixed Income Mgmt. Richard Petrenka
Del Norte County Dawn Langston Paul Langston Sarah Sampels
Dept. of Veterans Affairs Maricela Armenta Alfredo Armenta
Marisa Su
El Dorado County Cherie Raffety Michael Raffety
FHLB Office of Finance Denise de Bombelles
FSSI Steve Bolaris Larry Olson
FTN Financial Jeff Horn
Gilford Securities, Inc. Nader Mokri Grace Hill
Government Financial Strategies, Inc. Rich Malone Stephanie Malone
Derek Malone Tessa Malone
Konner Malone Lori Raineri
Conference Attendees as of June 11, 2010
County/Company Full Name
Great-West Retirement Services Julie Klassen
Heartland Payment Systems Don Lewis
Honorary Member Andy Jeremi
Humboldt County John Bartholomew Jill Gallagher Carol Davis
Stephen Strawn (retired)
Imperial County Donna Yarnell
Inyo County Diane Fortney Alisha McMurtrie
Jefferies & Company Derek Hyatt
J.P. Morgan Chase Chris Herrera Jay Kane
Manish Patel Jack Spillane
JPMorgan Chase Bank, N.A. Lori Becker Amy Rutz
Joni Topper
Kern County Jackie Denney Leonard Denney
Dina Franey Phil Franey (retired)
Jordan Kaufman
KNN Public Finance Anastasia Beckett David Leifer
Lassen County Richard Egan Holly Egan
Nathan Egan
Conference Attendees as of June 11, 2010
County/Company Full Name
Linebarger Goggan Blair & Sampson, LLP David Farrar Scott Wylie
Los Angeles County Donna Doss Tanya Doss
Lourdes Guerrero Cleveland Hayes
Joseph Kelly Mark Saladino
Madera County John Kennedy Tracy Kennedy
Manatron, Inc. Rachel Bryant Steve Strong
Marin County Roy Given Michael Smith Mark Walsh
Mariposa County Maureen Moretti Patricia Moretti Janet Williams Keith Williams
Megabyte Systems Scott Jonk
MarketAxess Art Modesto Bert Wheeler
MasterCard Worldwide Geary Lyons
Mendocino County Shari Schapmire Todd Schapmire
Merced County Karen Adams John Curry
Shannon DeLouiz Shari Hosemann
Conference Attendees as of June 11, 2010
County/Company Full Name
MFR Securities, Inc. Thomas Graffeo George Ramirez Maria Ramirez
Monterey County Maria Gomes Richard Smith
Mary Zeeb
Morgan Keegan & Co. Teressa Currier Rosa Schulte
Morgan Stanley Smith Barney Stuart Buttery
Mutual Securities Michael Hines
Napa County Tamie Frasier Lisa Soder
Official Payments Corporation Jim Flemming Claire Imaye
Oracle Derrick Palmer
Orange County Jennifer Burkhart Rogelia Martinez
PARS Mitch Barker Mike Graves Joanna Minna
PFM Asset Mgmt., LLC Sarah Meacham Carlos Oblites
Plumas County Ginny Dunbar Jamie White Julie White
Multi Business Systems Myron Kooiman
Piper Jaffray & Co. Katie Koster
Conference Attendees as of June 11, 2010
County/Company Full Name
Pre-Sort Center Michael Gutterres Madeline Navaroo
Sal Navarro
RBC Institutional Branch Services Walter Hall
RG Knox Company Bob Knox
Riverside County Jon Christiensen Don Kent
Romero Law Firm Martha Romero
RP Solutions, Inc. Robert Frank
RT Lawrence Corp. Ernie Carlson Matt Weirauch
San Benito County Mary Lou Andrade
San Bernardino County John Johnson Annette Kerber Larry Walker Jed Zercher
San Diego County Joan Boland Paul Boland
Tanya Duggan Lisa Marie Harris Dan McAllister
Maria Pe
San Francisco County David Augustine George Putris
San Joaquin County Shabbir A. Khan Farida Khan
Sacramento County Dave Irish
Conference Attendees as of June 11, 2010
County/Company Full Name
San Mateo County Sandie Arnott Lee Buffington
Santa Barbara County Harry Hagen
Shasta County Rob Franatti Lori Scott
Siskiyou County Wayne Hammar Susie Reather
Sonant Corporation Jack Buell Charlie Smith
Sonoma County Barbara Boyd Charles Boyd
Terri Pozzi
State Controller’s Office Kori Kruger
Standard & Poor’s Anthony Ivancich
Stone & Youngberg Mike Avery Steve Kazak
Sutter County Steven Harrah
Tamalpais Advisors, Inc. Jean Buckley
Tata Consultancy Services Stephen Bury Sam Gnanaraj
Abhijeet Khamamkar (ABHI)
Tax Title Services, Inc. David Schumacher Mary Schumacher
Conference Attendees as of June 11, 2010
County/Company Full Name
The Hartford John Drennan Jeff Morrow
Trinity County Terri Mc Brayer
Tullett Prebon Jeff Brown
Union Bank Carl Boyd Fred Hurst
Adam Morgans Gary Woodruff
Union Bank, N.A. Jonathan Carlysle Mark Kreymer
Don Raught Randy Ungersma
Ventura County Don Hansen Robert Hansen
Vining Sparks Shibahn Guerre Amanda Golightly
Jaime Loftin
Wedbush Securities Don Collins Robert Larkins
Wells Fargo Kay Thomas Brown
TD Securities Eileen Solla-Diaz Douglas Sumick
U.S. Bank John Axt Veronica Villasenor
Tulare County Rita Woodard
Conference Attendees as of June 11, 2010
County/Company Full Name
Wells Fargo Bank Kathleen Barnes Mark Haggen Patricia Hatch Mark Hewlett
Lynn Love Shelley Rintala Jim Thompson
Wells Fargo Institutional Securities Tony Garcia Jon Hansen
Michael Karlosky Justin Lewis
Ruy Solis
Wells Fargo Real Estate Tax Services Kelly Renfrow
Yuba County Jim Kennedy Dan Mierzwa
ZC Sterling Mike Beebe