| CLIENT |
NATURE OF ASSIGNMENT |
REFERENCE |
| Washington State Housing Finance Commission |
Serve as financial advisor since 1997 for all non-profit facility & housing financings; Participated in 40 bond issues ($525 million total) |
Tia Peycheff, Director
Capital Projects Division
1000 Second Ave. Suite 2700
Seattle, WA 98104
(206) 464-7139 |
| City of Tacoma
Regional Convention Center & Parking System Financings
General Obligation Bonds
|
Financial Advisor for the City’s $9,650,000 LTGO, 2007 (Taxable) bonds issued in December 2007; Financial advisor for $32.975 million Convention Center & Parking Revenue Bonds & $51.9 million LTGO Bonds in 2004; $120.7 million Convention Center /Parking Enterprise LTGO & Revenue BANs issued as TECP;
[additional information]
Financial advisor for city-wide GO & revenue bonds, including $17,390,000 LTGO refunding bond issue in 2001& $34,300,000 Unlimited Tax General Obligation Bonds, in 2002 to fund new public safety facilities.
|
Steven Marcotte,
City Finance Director
747 Market Street
Tacoma, WA 98402
(253) 591-5802 |
| Tacoma Public Utilities
Tacoma Power
Tacoma Water
|
Financial advisor for the Tacoma Power 2001 $100,000,000 Commercial Paper Junior Lien Revenue Notes.
Financial advisor for water utility short & long-term debt $46,550,000 Water System Revenue & Refunding Bonds in 2005.
|
Alex Gebhard, CPA
Financial Manager
3628 S. 35th Street
Tacoma, WA 98411
(253) 502-8512 |
| Tacoma School District #10 |
Financial advisor for District’s $195,360,000 UTGO & Refunding Bond issue (series 2005A) successfully closed in June 2005.
Financial advisor for District’s $100 million UTGO bond issue successfully closed December 2003.
Previously closed a $250,000,000 UTGO bond transaction in 2001- largest school bond issue ever sold in State of Washington. |
Ronald Hack,
Chief Financial Officer
601 S. 8th Street
PO Box 1357
Tacoma, WA 98401
(253) 596-1199 |
| City of Salem, Oregon |
Co-financial advisor for $140,000,000 City of Salem, Oregon Water and Sewer Revenue Subordinate Obligations, Series A (Tax-Exempt Commercial Paper Notes) sold in July of 2007. |
Barbara Bauer,
Treasury Manager
555 Liberty Street SE
Salem, Oregon 97301
(503) 588-6174 |
