Laserfiche WebLink
STIFEL <br />Appendix C: Team Resumes <br />John I(im John Kim has more than 24 years of experience working with public agencies. John co -leads <br />Managing Director management of Stifel's California general government practice group and is a member of the <br />Role. Co -Lead Banker Firm's Executive Committee that runs our natlonal public finance department. John Is serving <br />Los Angeles, CA as or served as lead banker on the Gardena, Manhattan Beach, Orange, and Huntington Beach <br />(213) 443-5203 proposed $363 million POB,, scheduled for early next year. <br />jkim@stifeLcom <br />BA — University of California, Berkley <br />Tom Jacob Tom Jacob has 14 years of public financing experience and during his career, he has assisted <br />Managing Director- municipal bond issuers with the sale of over $S billion in par value. Of particular relevance to <br />Role: Co -Lead Banker the City's proposed POBs, Torn has served as lead banker on several recent pension financings <br />Ws Angcles, CA including the Glendora, Pasadena, and Arcadia PORs, and will be assisting the city of Huntington <br />(213) 443-S010 Beach on the proposed $363 million POB financing scheduled to come to market next week. <br />tjacobCTstifeLcom Prior to working at Stifel, Torn worked at PFM as a municipal advisor. <br />BA — University of Califnrnia, Santa Cruz; MBA - USC <br />Esthela Carreon Esthela Carreon jolned Stifel In 2016 and has over 4 years of public finance experience. Esthela <br />Assistant Vice President has provided analytical and pricing support for a variety of California credits, including pensions <br />Role: Support Banker and larpe taxable financings. Esthela's recent POB experience includes financings for the cities <br />Los Angeles, CA of Gardena, Sierra Madre, and upcoming Manhattan Beach. <br />(2131443-5221 <br />ecarreon@stifeLcom BA University of California, Los Angeles <br />Nick Tracewell Nick Tracewell joined Stifel in 2019 and has since assisted on a variety of financings_ Nick has <br />Analyst provided credit analysis and execution support on a variety of credits throughout California. <br />Role: Support Banker Nick's POB experience includes financings for the cities of Orange, Monterey Park, and <br />San Francisco, CA upcoming El Segundo. <br />(4 15) 361-5968 <br />tracewelln@stifeLcom BS— Miami University <br />Sara brown Sara Brown has worked in municipal finance since 1996, beginning her career in Washington, <br />Managing Director D.C., lobbying for publicly financed affordable housing and moving into investment banking in <br />Co-Hend of CA Public Finonce 1997. Since joining Stone & Youngberg in 2000, which was acquired by Stifel in 2011, she has <br />San Francisco, CA helped structure and bring to market more than 350 financings totaling over $8 billion. This <br />(41S) 364-6872 includes recent POB financings for the cities of Chula Vista and Orange. Sara serves as the co- <br />sbrown@sUfel_com head of Stifel's California Public Finance practice and is a member of the Public Finance <br />Department's Executive Committee. <br />BA — Syracuse University; MPM — University of Maryland <br />Erica Gonzalez <br />Erica Gonzalez has over 1S years of public finance experience and during her career has assisted <br />Managing Director <br />municipal bond issuers with the sale of over 4n0 issues totaling nearly 511 billion in par value. <br />Co -Head of CA Public Finance <br />Erica has recent experience this past year working on large taxable financings for San Mateo - <br />San Francisco, CA <br />Foster School District, San Ramon Valley USD, among others. Erica serves with Sara as the co- <br />(415) 364 6841 <br />head of Stifel's California Public Finance practice and is a member of the Public Finance <br />egonzalez(7stifel.com <br />Department's Executive Committee. <br />BS— University of Southern California <br />City Council <br />23 — 229 <br />5/18/2021 <br />Cfly of Santa Ana I Proposal to Provide Underwriting Services Appendix C <br />