Report Created 05/13/2025 at 8:05 PM
PLANHOLDERS LIST
SOLICITATION 22176: Underwriting Services
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Solicitation Title:
Underwriting Services
Solicitation Number:
22176
Brief Description:
The Orange County Transportation Authority invites proposals from qualified municipal bond underwriting firms to establish a qualified pool of firms to provide underwriting services and/or other investment banking services.
Instructions:
Download Solicitation Package
Date Posted:
2/11/2022 12:00:00 AM
Closing Date:
3/9/2022 2:00:00 PM (PST)
Contract Administrator:
Iris Deneau
Phone Number:
(714) 560-5786
 
Category:
       
 
[Header:Prime Contractors]Needed ServicesContact Instructions
Company Name: BOFA SECURITIES, INC. <br /> Contact: BRYON ROCKWELL<br /> Address: 333 S. HOPE STREET, SUITE 3820, LOS ANGELES, CA 90071<br /> Phone: (213) 3459585<br /> Email: WESTPF-RFPS@BOFA.COMNot looking for a subcontractor 
Company Name: ALAMO CAPITAL<br /> Contact: AMANDA AGUILERA<br /> Address: 201 N. CIVIC DR., SUITE 180, WALNUT CREEK, CA 94596<br /> Phone: (925) 4725700<br /> Email: AAGUILERA@ALAMOCAPITAL.COMNot looking for a subcontractor 
Company Name: RAMIREZ & CO., INC.<br /> Contact: SHAYAN GOLSHAN<br /> Address: 444 S. FLOWER STREET, SUITE 4260, LOS ANGELES, CA 90017<br /> Phone: (213) 6055120<br /> Email: SHAYAN.GOLSHAN@RAMIREZCO.COMNot looking for a subcontractor 
Company Name: WELLS FARGO SECURITIES<br /> Contact: MICHAEL SWIFT<br /> Address: 333 S. GRAND AVENUE, 5TH FLOOR, LOS ANGELES, , CA 90071<br /> Phone: (347) 9637367<br /> Email: MICHAEL.S.SWIFT@WELLSFARGO.COMNot looking for a subcontractor 
Company Name: CITIGROUP GLOBAL MARKETS INC.<br /> Contact: CHRIS MUKAI<br /> Address: 444 SOUTH FLOWER STREET, 27TH FLOOR, LOS ANGELES, CA 90266<br /> Phone: (213) 4868992<br /> Email: CHRISTOPHER.MUKAI@CITI.COMNot looking for a subcontractor 
Company Name: RICE FINANCIAL PRODUCTS COMPANY<br /> Contact: SHANNON DUNN<br /> Address: 17 STATE STREET, 40TH FLOOR, NEW YORK, NY 10004<br /> Phone: (212) 9089200<br /> Email: SHANNON.DUNN@RICEFIN.COMNot looking for a subcontractor 
Company Name: GOLDMAN SACHS<br /> Contact: JUSTICE SHELTON MOLSEY<br /> Address: 555 CALIFORNIA STREET, 45TH FLOOR, SAN FRANCISCO, CA 94104<br /> Phone: (310) 4075848<br /> Email: JUSTICE.SHELTONMOSLEY@GS.COMNot looking for a subcontractor 
Company Name: GOLDMAN SACHS<br /> Contact: JESSICA YUEH<br /> Address: 555 CALIFORNIA STREET, 45TH FLOOR, SAN FRANCISCO, CA 94104<br /> Phone: (310) 4075706<br /> Email: JESSICA.YUEH@GS.COMNot looking for a subcontractor 
Company Name: BLAYLOCK VAN, LLC<br /> Contact: JONATHAN LY<br /> Address: 350 FRANK H. OGAWA PLAZA, 10TH FLOOR, OAKLAND, CA 94612<br /> Phone: (312) 3919494<br /> Email: JLY@BRV-LLC.COMNot looking for a subcontractor 
Company Name: STERN BROTHERS<br /> Contact: LISA LIEBSCHUTZ<br /> Address: 8000 MARYLAND AVE, STE 800, CLAYTON, MO 63105<br /> Phone: (314) 7275519<br /> Email: LLIEBSCHUTZ@STERNBROTHERS.COMNot looking for a subcontractor 
Company Name: BARCLAYS CAPITAL INC.<br /> Contact: MICHAEL FLEISHMAN<br /> Address: 555 CALIFORNIA STREET, 30TH FLOOR, SAN FRANCISCO, CA 94104<br /> Phone: (415) 2745245<br /> Email: MICHAEL.FLEISHMAN@BARCLAYS.COMNot looking for a subcontractor 
Company Name: RBC CAPITAL MARKETS<br /> Contact: TOM YANG<br /> Address: TWO EMBARCADERO CENTER, SUITE 1200, SAN FRANCISCO, CA 94111<br /> Phone: (415) 4458206<br /> Email: TOM.A.YANG@RBCCM.COMNot looking for a subcontractor 
Company Name: J.P. MORGAN SECURITIES<br /> Contact: ABE EMILE<br /> Address: 2029 CENTURY PARK EAST, SUITE 4110, LOS ANGELES, CA 90067<br /> Phone: (310) 8603680<br /> Email: ABE.EMILE@JPMORGAN.COMNot looking for a subcontractor 
Company Name: J.P. MORGAN SECURITIES LLC<br /> Contact: TYLER OLD<br /> Address: 2029 CENTURY PARK EAST, SUITE 4110, LOS ANGELES, CA 90067<br /> Phone: (310) 2012708<br /> Email: TYLER.OLD@JPMORGAN.COMNot looking for a subcontractor 
Company Name: JEFFERIES LLC<br /> Contact: JOHN GUST<br /> Address: 11100 SANTA MONICA BLVD., FL12, LOS ANGELES, CA 90025<br /> Phone: (310) 5755207<br /> Email: JGUST@JEFFERIES.COMNot looking for a subcontractor 
Company Name: MORGAN STANLEY<br /> Contact: CLEMENTE CAMACHO<br /> Address: 55 S. LAKE AVE, 7TH FLOOR, PASADENA, CA 91101<br /> Phone: (415) 5762087<br /> Email: CLEMENTE.CAMACHO@MORGANSTANLEY.COMNot looking for a subcontractor 
Company Name: STIFEL<br /> Contact: JORDAN KENY-GUYER<br /> Address: 515 S. FIGUEROA STREET, 1800, LOS ANGELES, CA 90071<br /> Phone: (314) 3422551<br /> Email: GUYERJ@STIFEL.COMNot looking for a subcontractor 
Company Name: UBS FINANCIAL SERVICES INC.<br /> Contact: ANDREW BELINFANTI KNIGHT<br /> Address: 515 SOUTH FLOWER STREET, SUITE 5000, LOS ANGELES, CA 90071<br /> Phone: (213) 9721452<br /> Email: ANDREW.BELINFANTIKNIGHT@UBS.COMNot looking for a subcontractor 
Company Name: BANCROFT CAPITAL, LLC<br /> Contact: MICHAEL IVCIC<br /> Address: 501 OFFICE CENTER DRIVE, SUITE 130, FORT WASHINGTON, PA 19034<br /> Phone: (484) 5468000<br /> Email: MIVCIC@BANCROFT4VETS.COMNot looking for a subcontractor 
Company Name: HILLTOP SECURITIES INC.<br /> Contact: VICKIE HALL<br /> Address: 717 N HARWOOD, SUITE 3400, DALLAS, TX 75201<br /> Phone: (214) 9534000<br /> Email: VICKIE.HALL@HILLTOPSECURITIES.COMNot looking for a subcontractor 
Company Name: TD SECURITIES<br /> Contact: KENNETH GAMBONE<br /> Address: 1 VANDERBILT AVE, NEW YORK, NY 10017<br /> Phone: (917) 7014631<br /> Email: KENNETH.GAMBONE@TDSECURITIES.COMNot looking for a subcontractor 
Company Name: TD SECURITIES<br /> Contact: ANDY NAKAHATA<br /> Address: 1 VANDERBILT AVE, NEW YORK, NY 10017<br /> Phone: (347) 3154106<br /> Email: ANDREW.NAKAHATA@TDSECURITIES.COMNot looking for a subcontractor 
Company Name: MISCHLER FINANCIAL GROUP, INC.<br /> Contact: RICHARD TILGHMAN<br /> Address: 1111 BAYSIDE DRIVE, SUITE 100, CORONA DEL MAR, CA 92704<br /> Phone: (203) 2766676<br /> Email: RTILGHMAN@MISCHLERFINANCIAL.COMNot looking for a subcontractor 
Company Name: MISCHLER FINANCIAL GROUP, INC.<br /> Contact: ANDREA RODRIGUEZ<br /> Address: 1111 BAYSIDE DRIVE, SUITE 100, CORONA DEL MAR, CA 92704<br /> Phone: (949) 7200640<br /> Email: ARODRIGUEZ@MISCHLERFINANCIAL.COMNot looking for a subcontractor 
Company Name: AMERICAN VETERANS GROUP, PBC<br /> Contact: WADE FRANKLIN<br /> Address: 324 S SERVICE RD, STE 107, MELVILLE, NY 11747<br /> Phone: (646) 9338387<br /> Email: WFRANKLIN@AMERICANVETSGROUP.COMNot looking for a subcontractor 
Company Name: ACADEMY SECURITIES, INC.<br /> Contact: BOBBY ZIZKA<br /> Address: 12625 HIGH BLUFF DRIVE, SUITE 204, SAN DIEGO, CA 92130<br /> Phone: (646) 2133787<br /> Email: BZIZKA@ACADEMYSECURITIES.COMNot looking for a subcontractor 
Company Name: PWXPRESS<br /> Contact: MARY MILLER<br /> Address: 1900 COFFEEPORT RD, JACKSONVILLE, FL 32208<br /> Phone: (408) 6768941<br /> Email: BIDS@PWXPRESS.COMNot looking for a subcontractor 
 
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