CSMFO 2018 Annual Conference Sponsor/Exhibitor/Commercial Attendees LastName FirstName Company Title Phone Email Address1 City State Zip Aas Blair SCI Consulting Group 707-430-4300 [email protected] 4745 Mangels Blvd. Fairfield CA 94533 Aberdeen Andre Questica Budget Senior Account Executive 877-707-7755 [email protected] 980 Fraser Drive Burlington ON L7L 5P5 Adams Tom MuniServices Business Development 916-926-9019 thomas.adams@muniservices 1400 K Street, Suite 301 Sacramento CA 95814 Executive .com Aguilar Joe Vavrinek Trine Day & Company Partner 909-241-1906 [email protected] 2151 River Plaza Drive Sacramento CA 95833 Agullana Zeny J.P. Morgan Commercial Banker 916-491-3340 [email protected] 3 Park Plaza, Suite 900 Irvine CA 92614 om Alexander Neil Trane Complex Energy Solutions 310-614-4648 [email protected] Trane - Los Angeles Brea CA 92821 Account Exec Sales Office Alfaro Roger Vavrinek Trine Day & Company Partner 909-466-4410 [email protected] 10681 Foothill Blvd. Rancho CA 91730 Cucamonga Alvey David Maze & Associates Partner 925-930-0902 [email protected] 3478 Buskirk Ave. Ste Pleasant Hill CA 94523 215 Amezcua Raul Stifel Managing Director 213-443-5202 [email protected] 515 South Figueroa Los Angeles CA 90071 Street Anaya Yolanda J.P. Morgan Sr. Relationship Manager 213-621-8321 [email protected] 300 S Grand Avenue Los Angeles CA 90071 Mates 4th floor Andersen Jessica Vavrinek Trine Day & Company Partner 949-768- [email protected] 25231 Paseo De Alicia Laguna Hills CA 92653 0833x1352 Andersen Sean Association Reserves 949-481-0421 [email protected] 32244 Paseo Adelanto, San Juan CA 92675 m Suite D8 Capistrano Anjan Tarun Loop Capital Markets LLC Associate 310-439-5549 [email protected] 12100 Wilshire Blvd. Los Angeles CA 90025 Arvizu Reena Keyser Marston Associates, Inc. Associate 619-718-9500 [email protected] 555 West Beech Street, San Diego CA 92101 Suite 460 Atamer Allen Harmari by LTAS CEO and Principal Engineer 877-352-3277 [email protected] 40 Hollybrook Crescent Toronto ON M2J 2H7 Austin Jason Insight Investment Account Associate 212-365-3130 jason.austin@insightinvestme 200 Park Avenue, 7th New York NY 10166 nt.com Floor Axline Tom ICMA-RC 408-894-8593 [email protected] 2635 North First Street, San Jose CA 95134 Suite 207 Axt John U.S. Bank Vice President 213-615-6005 [email protected] 633 W. Fifth Street, Los Angeles CA 90071 24th Floor Ayala Shannon Davis Farr LLP SENIOR MANAGER 760-918-5530 [email protected] 1902 WRIGHT PLACE, CARLSBAD CA 92008 SUITE 200 Aydindzhy Karo MuniServices Client Services Manager 346-266-9900 karo.aydindzhyan@muniservi 5716 Corsa Ave, Ste Westlake CA 91362 an ces.com 203 Village Bachman Tom Hdl Companies Principal 909-861-4335 [email protected] 1340 Valley Vista Drive Diamond Bar CA 91765 #200 Badawi Ahmed Badawi and Associates President 510-768-8244 [email protected] 180 grand ave, suite oakland CA 94612 1500 Baker Laurie U.S. Bank Government Relationship 208-731-0145 [email protected] 623 Andys Way Elko NV 89801 Manager Baker Shawn ICMA-RC 408-894-8593 [email protected] 2635 North First Street, San Jose CA 95134 Suite 207 Ball Sheri U.S. Bank VICE PRESIDENT 213-247-1143 [email protected] 633 WEST 5TH STREET, LOS CA 90071 24TH FLOOR ANGELES Balla Michael Ferguson Waterworks Meter Solutions Specialist 1-949-690- [email protected] 20655 S. Western Ave Torrance CA 90501 and Automation 4649 Baneky Bill Kroll Bond Rating Agency, Inc. Managing Director 646-731-2409 [email protected] 845 Third Ave., 8th New York NY 10022 Floor Barker Mitch PARS Executive Vice President 800-540-6369 [email protected] 4350 Von Karman Ave Newport CA 92660 Beach Barton Dale Wells Fargo Bank Government Relationship 415-371-3961 [email protected] 333 Market Street, 15th San CA 94105 Manager m Floor Francisco Bateman Chris TVI Institutional Investments 206-327-2701 chris.bateman@timevalueinv. 9725 3rd Ave NE Seattle WA 98115 com Bazzi Fouad Comerica Bank Vice President - Relationship 734-632-4509 [email protected] 39200 6 Mile Rd Livonia MI 48127 Manager Becker Peter Time Value Investments, Inc Vice President 206-365-3000 [email protected] 9725 3RD AVE NE STE SEATTLE WA 98115 om 610 -2048 Becker Lori Bank of the West Senior Relationship 415-399-7225 [email protected] 180 Montgomery Street San CA 94104 Manager, Government om Francisco Bell Garrett MUFG Union Bank, N.A. 213-236-4078 [email protected] 445 SO FIGUEROA ST LOS CA 90071 G05-2 ANGELES Bellitire Melissa Spicer Consulting Group Managing Director 951-595-9148 [email protected] 25220 Hancock Avenue, Murrieta CA 92562 m Suite 300 Bentley Theresa Paymentus Senior Account Manager 704-879-2268 [email protected] 13024 Ballantyne Charlotte NC 28277 Corporate Place Berg Jacob Honeywell Energy Services Sr Energy Business 858-335-9042 [email protected] 951 Agate St Unit 5 San Diego CA 92109 Group Consultant Black Jamie CaseWare International Inc. Implementation Specialist 844-852-5225 [email protected] 36 Roslyn Rd, Winnipeg MB R3L 0G6 Bloom Leslie Hilltop Securities Inc Director 760-632-8614 leslie.bloom@hilltopsecurities 2533 So Coast Highway Cardiff CA 92007 .com 101 Boal Tami Thales Consulting, Inc Consultant 906-273-2880 [email protected] 205 S. Front St. Suite 2H Marquette MI 49855 Boehler Kim NBS Director 800-676-7516 [email protected] 32605 Temecula Temecula CA 92592 Parkway Boehling Andrea Raftelis Financial Consultants Senior Financial Consultant 951-387-4351 [email protected] 36335 Tahoe Street Winchester CA 92596 Bohn Andy Ferguson Waterworks Meter Territory Manager SoCal 1-415-710- [email protected] 20655 S. Western Ave Torrance CA 90501 and Automation 2046 Bouley Alison Harris & Associates Director, Public Finance 949-655-3900 [email protected] 22 Executive Park Irvine CA 92614 om Bourne Clarence Loop Capital Markets LLC Managing Director 310-439-5547 clarence.bourne@loopcapital. 12100 Wilshire Blvd. Los Angeles CA 90025 com Brandis Rick Brandis Tallman, LLC Principal 415-912-5633 [email protected] 22 Battery Street, Suite San CA 94111 m 500 Francisco Braulik Rob Hdl Companies Business Development 909-861-4335 [email protected] 1340 Valley Vista Drive Diamond Bar CA 91765 Director #200 Brodsly David KNN Public Finance Managing Director 510-208-8205 [email protected] 1300 Clay Street Oakland CA 94612 Brody II Michael MUFG Union Bank, NA Treasury Relationship 213-236-4159 [email protected] 445 S Figueroa St Los Angeles CA 90071 Manager m Brown Sara Stifel Managing Director 415-364-6872 [email protected] 1 Montgomery Street San CA 94104 Francisco Buckley Heather Rogers, Anderson, Malody & 909-889-0871 [email protected] 735 E. Carnegie Drive, San CA 92408 Scott, LLP Suite 100 Bernardino Bullock David MGO Partner 1-925-395- [email protected] 3000 S Street Suite 300 Sacramento CA 95816 2808 Burke Vanessa The Pun Group LLP Partner 949-777-8800 [email protected] 200 E. Sandpointe Ave., Santa Ana CA 92707 Suite 600 Byrens Kimberly Best Best & Kreiger Partner 951-826-8273 [email protected] 3390 University Ave. Riverside CA 92502 Cabezzas Melissa Brown Armstrong Accountancy Audit Manager 661-324-4971 [email protected] 4200 Truxtun Avenue Bakersfield CA 93309 Corporation Calhoun Joshua Teaman, Ramirez & Smith, Inc. Partner 951-274-9500 [email protected] 4201 Brockton Avenue Riverside CA 92501 Callanan Robert White Nelson Diehl Evans LLP Partner 714-978-1300 [email protected] 2875 Michelle Drive, Irvine CA 92606 Suite 300 Camiller Brian Plante Moran Partner 248-223-3840 brian.camiller@plantemoran. 48034 Whitney Court Canton MI 48187 com Campbell Daniel Bank of the West Vice President 916-552-4423 daniel.campbell@bankofthew 500 Capitol Mall, Suite Sacramento CA 95814 est.com 1200 Campos Barbara Citizens Business Bank Government Services Officer 909-980-4030 [email protected] 701 N. Haven Avenue Ontario, CA 91764 Casareno Eden Eadie + Payne Partner 951-241-7805 [email protected] 3880 Lemon St., Ste. Riverside CA 92501 m 300 Castellano Phillip Manufacturers Bank VP 213-489-6209 [email protected] 515 S. Figueroa Street Los Angeles CA Plaza Level Casterlinie Glenn BLX Group LLC Managing Director 213-612-2229 [email protected] 777 South Figueroa Los Angeles CA 90017 Street Suite 3200 Castro Raquel White Nelson Diehl Evans LLP Manager 714-978-1300 [email protected] 2875 Michelle Drive, Irvine CA 92606 Suite 300 Cavanaugh Mike Hilltop Securities Inc Managing Director 760-632-6824 mike.cavanaugh@hilltopsecur 2533 So Coast Highway Cardiff CA 92007 ities.com 101 Cerda Cynthia Wilmington Trust, N.A. Assistant Vice President 714-384-4172 [email protected] 650 Town Center Drive Costa Mesa CA 92626 m Chavez Matt Superion Account Exec Sr Strategic 407-304-3370 [email protected] 1000 Business Center Lake Mary FL 32746 Acct Drive Cheng Misty MV Cheng & Associates President & CEO 925-963-9996 mcheng@mvchengassociates. 2021 Oakdale Street Pasadena CA 91107 com Chesney Matthew Albert A. Webb Associates Finance Manager 951-248-4219 matthew.chesney@webbasso 3788 McCray Street Riverside CA 92506 ciates.com Choi Catherine The Pun Group LLP Supervisor 949-777-8800 [email protected] 200 E. Sandpointe Ave., Santa Ana CA 92707 Suite 600 Chow Heidy The Pun Group LLP Partner 949-777-8800 [email protected] 200 E. Sandpointe Ave., Santa Ana CA 92707 Suite 600 Chyou Izac PFM Asset Management, LLC Senior Managing Consultant 415-982-5544 [email protected] 50 California Street, San CA 94111 Suite 2300 Francisco Clark Ellen PFM Asset Management, LLC Senior Managing Consultant 415-982-5544 [email protected] 50 California Street, San CA 94111 Suite 2300 Francisco Cogan Julia RSG, Inc.