City of San DiegoIssuing agency·San Diego, CA·via the City of San Diego PlanetBids portalWe post new financial & insurance opportunities in California as agencies publish them. Get them in one email — free, and unsubscribe whenever.
The City is soliciting Statements of Qualifications from Respondents to establish a qualified pool of underwriters and commercial paper dealers for the City’s bond issuance and commercial paper programs (Pool) to meet the Investment Banking needs of the City for a period of five (5) years, beginning April 1, 2021, through March 31, 2026 with up to two (2) optional one (1) year extensions at the sole discretion of the City. Respondents who are in the current Pool must reapply to this RFSQ to be placed in the new Pool.
Notes
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The City is soliciting Statements of Qualifications from Respondents to establish a qualified pool of underwriters and commercial paper dealers for the City’s bond issuance and commercial paper programs (Pool) to meet the Investment Banking needs of the City for a period of five (5) years, beginning April 1, 2021, through March 31, 2026 with up to two (2) optional one (1) year extensions at the sole discretion of the City. Respondents who are in the current Pool must reapply to this RFSQ to be placed in the new Pool.
| Company | Contact | Location | Phone |
|---|---|---|---|
| 113 Barksdale Professional Center | Steve Walse | Newark | 315-308-7852 |
| 280 Securities LLC | Mike Hurtado | SAN FRANCISCO | 510-366-9644 |
| 591237041 | Brenda Eads | St. Petersburg | 727-567-1225 |
| Academy Securities, Inc. | Jon Welch | New York | 916-945-2975 |
| Aepos Group, LLC | Kyle Haverback | Chicago | 818-300-5075 |
| Alamo CapitalDBE, WBE | Amanda Aguilera | Walnut Creek | 925-472-5700 |
| Allied Solutions | Jason Collier | Carmel | 877-328-4432 |
| American Veterans GroupDVBE, SDVSB | Wade Franklin | Melville | 646-933-8387 |
| Backstrom McCarley Berry & Co., LLCMBE, DBE | Vincent McCarley | San Francisco | 415-392-5505 |
| Bancroft CapitalDVBE, SDVSB | Dana Villanova | San Mateo | 808-809-5523 |
| Bank of America Merrill Lynch | Geoffrey Sauers | Los Angeles | 213-345-9583 |
| Barclays Capital Inc. | Jane LePham | San Francisco | 415-274-5283 |
| Bid Ocean, Inc. | Eric Johnson | Grand Junction | 970-712-5663 |
| Blaylock Van, LLCMBE | Jonathan Ly | Oakland | 312-391-9494 |
| Blue Horizon Realty and Lending Inc.WBE, WOSB, FEM, LAT | Yessica Moore | Escondido | 760-237-4092 |
| BofA Securities | Craig Dussinger | Los Angeles | 213-345-9579 |
| Bots inc.WOSB, CAU, FEM | Keren Douek | San Diego | 858-209-0869 |
| CA TRAFFIC SOLUTION | Gabriel Solis | Sacramento | 916-245-1768 |
| Cabrera Capital Markets, LLC | Jose Franco | Los Angeles | 213-247-7355 |
| Caldwell Sutter Capital, Inc.DTSe, DTSg | Russell Goings | Sausalito | 415-367-4979 |
| Christian Robles HerreraNAT, MALE | Christian RoblesHerrera | San Diego | 858-279-5736 |
| Citigroup | Chris Mukai | Los Angeles | 213-486-8992 |
| Clean Energy Capital Securities LLC | David Moore | San Francisco | 415-710-1350 |
| Coastal Point Capital, LLCMBE | Stephen Mathew | San Diego | 858-284-9039 |
| Corona PaperLAT, MALE | Marco Corona | San Diego | 716-990-0046 |
| D.A. Davidson | Katie Koster | Palm Desert | 213-244-9380 |
| Deltek | Source Management | Herndon | 206-373-9500 |
| DMullisInsurance | David Mullis | Columbus | 505-988-6583 |
| Drexel Hamilton, LLCDVBE | Roger Anderson | NEW YORK | 212-632-0414 |
| dsaewweWOSB | xcgdg | ny | 852-369-7411 |
| Fieldman, Rolapp & Associates, Inc. | James Fabian | Irvine | 949-660-7300 |
| GEM Team IncWBE, WOSB, FEM, CAU | Faith Thomas | Jamul | 858-945-7932 |
| Geocko Inc. dba FORWARDMBE, Asian, MALE | Adnan Mahmud | Seattle | 323-559-2591 |
| Goldman, Sachs & Co. | Ruth Pan | Los Angeles | 310-407-5848 |
| GovData Consulting LLC | John Smith | San Diego | 619-555-0100 |
| Great Pacific Securities | Garrett Ng | Costa Mesa | 714-619-3000 |
| Hilltop Securities Inc. | Vickie Hall | Dallas | 214-953-8874 |
| Huntington Securities, Inc. | Doug Cassingham | Columbus | 224-421-1079 |
| Image pro international incCAU, MALE | Jose Gomez | Miami | 305-969-8863 |
| J.P. Morgan Securities LLC | Tyler Old | Los Angeles | 310-201-2708 |
| Jefferies LLC | John Gust | Los Angeles | 310-575-5207 |
| Jorge Mendes Landscaping | Jorge Mendes | San Diego | 245-673-3127 |
| KNN Public Finance, LLC | Ellen Hall | Berkeley | 510-839-8200 |
| Lead Pursuits LLC | Lead Department | Santa Monica | 310-237-6770 |
| Loop Capital Markets LLCMBE | Robert Larkins | Los Angeles | 310-439-5547 |
| Mischler Financial Group, Inc.MBE, SDVSB, MALE | Brittany Webster | Corona del Mar | 949-720-0640 |
| Morgan Stanley | Margie Backstrom | New York | 415-576-2073 |
| Mulholland Consulting, Inc. | Brian Nieckula | Ontario | 909-654-5563 |
| Multi-Bank Securities, Inc. | Jillian Lewczynski | Southfield | 248-395-5733 |
| NHA Advisors, LLC | Craig Hill | San Rafael | 415-785-2025 |
| NkKai Management Group, Inc.WBE, DBE, SDB, MBE, AFR, FEM | Gjenaii Enciso Givhan | Los Angeles | 310-869-2702 |
| OCTA | Robert | Orange | 760-612-9731 |
| Oppenheimer & Co Inc | Sophia Kenny | New York | 303-269-9593 |
| Parker Professional Cleaning LLCWBE, DBE, SDB, MBE, ELBE, AFR, SLBE, WOSB, FEM, CGB | Felisha Parker | El Cajon | 619-822-5528 |
| Piper Sandler & Co. | Ralph Holmes | San Francisco | 415-616-1720 |
| PNC | Juliana Martell | Los Angeles | 310-735-9162 |
| PNC Bank | Nicholas Boyle | Pasadena | 213-529-9741 |
| PNC Capital Markets LLC | Cameron Spooner | Pittsburgh | 202-341-1401 |
| Prime Vendor Inc. | Bid Clerk | Wilmington | 800-746-9554 |
| Purposeful Credit SolutionsWOSB, AFR, FEM | Francine Rogers | San Diego | 877-803-8241 |
| R. Seelaus & Co., LLCMBE | James Brucia | Chatham | 908-273-3011 |
| Raymond James & Associates, Inc. | Tam Hua | San Francisco | 415-616-8017 |
| RBC Capital Markets | Paul Lam | Los Angeles | 332-259-7059 |
| RBC Capital Markets, LLC | Greg Dawley | New York | 213-362-4126 |
| Rice Financial Products CompanyMBE, AFR, MALE | Shannon Dunn | Los Angeles | 212-908-9200 |
| RL goings processAFR, MALE | Russell L. Goings | Palm Desert | 213-500-6594 |
| Robert W. Baird & Co. Incorporated | Alex Boutyrski | Los Angeles | 310-492-8112 |
| Rockfleet Financial Services, Inc. | Investment Banking | New York | 212-257-2205 |
| Samuel A. Ramirez & Company, Inc.MBE, LAT | Tiffany Lee | Los Angeles | 213-627-2116 |
| Siebert Williams Shank & Co., LLCWBE, MBE | Lou Lasaath | Los Angeles | 213-236-0521 |
| Stern Brothers & Co. | Michael Placencia | Sacramento | 917-861-0745 |
| Stifel | Sara Oberlies Brown | San Francisco | 415-364-2904 |
| TD Securities (USA) LLC | Ken Gambone | New York | 212-827-2700 |
| Truist Securities, Inc. | Eva Finney | Atlanta | 443-761-1475 |
| U.S. Bank | EILEEN PEREZ | Los Angeles | 213-326-0522 |
| UBS Financial Services Inc | Andrew Belinfanti-Knight | Los Angeles | 213-972-1452 |
| UMB Bank, n.a. | Aleczander Birks | Kansas City | 816-860-1910 |
| V Fox Island Trust | Darien Baker | McClean | 270-300-8079 |
| VSI TechnologiesDBE, WOSB, WBE, SDB, MBE | Valentina Fox | San Diego | 619-204-8264 |
| Wells Fargo & Company | Chintan P. Dholakia | San Francisco | 415-757-7112 |
| Wells Fargo Bank, N.A. | Chintan Dholakia | Sioux Falls | 415-834-4702 |
Source: City of San Diego (bid 80690), retrieved via the City of San Diego PlanetBids portal. View the official posting , always confirm requirements and deadlines with the issuing agency.
