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STIFEL <br />Appendix D: Most Significant Engagements Since 2016 <br />Public <br />Senior Underwriter 03/03/21 Orange <br />Idxa ble POBs <br />5286.49 <br />Will Kolbow <br />/14-/44-2235 <br />Public <br />Senior Underwriter 02/10/21 Chula Vista <br />Taxable POBs <br />350.03 <br />Maria I(achadoorian <br />609-691-5144 <br />Puhlir <br />Senior Underwriter 12/09/20 William S. Hart UHSD <br />Taxahle GO Bnnds <br />137.03 <br />Mike Kuhlman <br />661-2S9-0033 <br />Public <br />Senior Underwriter 09/10/70 Saugus USD <br />CO Runds <br />107.40 <br />Nick Heinlein <br />661-794-5300 <br />Public <br />Senior Underwriter 04/03/20 Chino Valley USD <br />60 Bonds <br />258.00 <br />Ciregory Stachura <br />909-628-1201 <br />Public <br />Senior Underwriter 09/12/19 Fresno USD <br />Taxable GO Bonds <br />103.74 <br />Ruth Qu into <br />SSO-457-6225 <br />Public <br />Senior Underwriter 07/11/19 Perris t1HSD <br />GO Bundy <br />148.00 <br />Candace Reines <br />9i1-943-6369 <br />Public <br />SPniur Underwriter 06/U6/18 Riverside <br />TRANS <br />340-()U <br />Ivan Chand <br />127 <br />Puhlir <br />SPniur Underwriter 01/04/18 Anaheim, RDA <br />IAH% <br />107.46 <br />lohn Woodhead <br />714-765-4301 <br />Public <br />Senior Underwriter 11/02/17 Fontana RDA <br />TABS <br />200.32 <br />Lisa Strong <br />900-3S0-7671 <br />Huhhc <br />Senlnr wrderwnter 06/11,/11 Irvine USU <br />Special lax Bonds <br />204N2 <br />John Fogarty <br />949-93G-S03S <br />Public <br />Senior Underwriter US/74/17 cal Pollution ConUol FA <br />Solid Waste Rev Ronds <br />778.17 <br />Jerry llhland <br />53U-639-719(1 <br />Public <br />Senior Underwriter 01/25/17 Chino Valley USU <br />GO Bunds <br />208.00 <br />Sandra Chen <br />OOIJ-628-1201 <br />Public <br />Sonlor Undcrwrltor 01/19/17 San Dlego RDA <br />TA85 <br />155A0 <br />Lal(Shml I(omml <br />619-236-6928 <br />Puhlir <br />Senior Underwriter 01/18/17 Palm Desert RDA <br />TABS <br />140A-3 <br />Janet Moore <br />7G0-346-0611 <br />Public <br />Senior Underwriter 12/13/113 Montebello USU <br />GO Bonds <br />100.00 <br />Ruben Nojas <br />323-88l-/900 <br />Public <br />Scriur Underwlitel 09/08/16 hvine <br />Special Tax Bards <br />135.84 <br />Glace IC Leung <br />949 724 6264 <br />Public <br />Senior Underwriter 08/04/1G Los Angeles County RDA <br />TABS <br />2S1.29 <br />Douglas Baron <br />213-974-83S9 <br />Public <br />Senior Underwriter OG/09/1G Riverside County <br />TRANS <br />340.00 <br />Ivan Chan(] <br />951-9>5-1141 <br />PrbllC <br />Suniur Underwriter 04/0i/16 Sari DICgu USD <br />GO Builds <br />14i92 <br />Jenny Sall(eld <br />619-tL,-/GG/ <br />Public <br />Senior Underwriter 01/14/16 San Diego USD <br />GO Bonds <br />117.83 <br />Jenny Sall(eld <br />619 72S 7667 <br />Puhlic <br />Senior Underwriter 01/07/16 Orange County <br />Taxable POBs <br />334.28 <br />S1.12anne Luster <br />714-834-3362 <br />City Council <br />23-231 <br />5/18/2021 <br />City of Santa Ana I Proposal to Provide Underwriting Services Appendix D <br />