Service Providers
ASP Arranger
MMC Securities Corp.
Quentin Hills – Managing Director
345 California Street, Suite 1300
San Francisco, CA 94104
Phone: (415) 743-8569
Fax: (415) 743-8076
Actuary
Milliman, Inc.
Guy A. Avagliano, FCAS, MAAA
Principal, Consulting Actuary
650 California Street, 17th Floor
San Francisco, CA 94108
Phone: (415) 403-1333
Fax: (415) 403-1334
Email: guy.avagliano@milliman.com
Banks
Bank of America
Marianna Pisano
Vice President-Client Manager
Education & Institutions Group
315 Montgomery Street, 13th Floor
San Francisco, CA 94104
Phone: 415-913-2865
Fax: 415-913-2365
E-mail: marianna.pisano@bankofamerica.com
Bank of the West
Brett Smith
Vice President / Branch Manager
(Mail Sort NC-170-01-A)
3509 El Camino Ave
Sacramento, CA 95821
Phone: 916-483-6601
Fax: 916-482-5947
Email: brett.smith@bankofthewest.com
Claims Management Software
Aon eSolutions/ iVOS
Marty Bayer, Strategic Account Manager
5000 Executive Parkway, Suite 340
San Ramon, CA 94583
Phone: (925) 242-4653
Email: marty.bayer@aon.com
Credit Monitoring Services
Credit Risk Monitor
Kellyanne Tavani, Account Executive
704 Executive Blvd.
Valley Cottage, NY 10954
Phone: (845) 230-3023
Email: Kellyannet@crmz.com
Moody’s KMV
Todd Rodriguez, Relationship Manager
405 Howard Street, Suite 300
San Francisco, CA 94105
Phone: 415-874-6334
Email: Todd.Rodriguez@mkmv.com
Employee Benefits Consulting
David F. Crutcher, Attorney at Law
David Crutcher
4040 Civic Center Dr., Suite 200
San Rafael, CA 94903
Phone: (415) 419-5120
Fax: (415) 419-5163
Cell:(415) 254-3143
Email: david@crutcherlaw.com
Financial Auditor
BDO
Michael Soza, CPA
One Market Street, Spear Tower, Suite 1100
San Francisco, CA 94105
Phone: 415-490-3233
Fax: 415-397-2161
Government Relations
Quantum Government Relations
George W. Dunn
925 L Street, Suite 1490
Sacramento, CA 95814
Phone: (916) 444-3732
Email: gdunn@quantumgr.com
Information Technology
Nerd 4 Rent
Edward Zeidan, Chief Technology Tamer
3505 Mt. Diablo Blvd. Suite 4
Lafayette, CA 94549
Email: ezeidan@nerd4rent.com
Insurance Brokers
Marsh McLennan
Dan Lindell, VP, Account Executive
One California St.
San Francisco, CA 94111
Phone: (415) 743-8411
Email: Daniel.J.Lindell@Marsh.com
Investment Fund Managers
Public Financial Management
Nancy Jones
50 California Street, 23rd Floor
San Francisco, CA 94111
Phone: (415) 982-5544
Fax: (415) 982-4513
Madison Scottsdale
Jeff Sims
8777 N. Gainey Center Drive, #220
Scottsdale, AZ 85258
Phone: (480) 596-3338
Fax: (480) 596-3303
Email: jeff@madisonscottsdale.com
Investment Consultant
SmithBarney Citigroup
John Liddle
155 Cadillac Drive
Sacramento, CA 95825
Phone: (916) 929-3500
Fax: (916) 927-8500
Email: john.t.liddle@smithbarney.com
Legal Counsel
Nixon Peabody LLP
Dan Sovocool
One Embarcadero Center Suite 1800
San Francisco, CA 94111
Phone: (415) 984-8286
Fax: (415) 984-8300
Email: dsovocool@nixonpeabody.com
Public Relations & Communications
allenstrategic
Stevan Allen
1415 L Street – Suite 460
Sacramento, CA 95814
Phone: (916) 448-1336
Mobile: (916) 718-2999
Fax: (916) 442-4093
stevan@allenstrategic.com
Risk Management/
Insurance Recruiting & Position Research
Richard Meyers & Associates, Inc.
25 Johns Drive
Warren, NJ 07059
Phone: (908) 279-8000
Fax: (908) 279-8008
Email: rmeyers@rmainc.com
www.rmainc.com
Web Master
Page Design Group
1900 29th Street
Sacramento, CA 95816
Phone: (916) 457-0108
Fax: (916) 457-4630
www.pagedesigngroup.com
Workers Comp TPA’s
Metro Risk Management
Antoinette Smith, Assistant Vice President
P.O. Box 547
Wilmington, CA 90748
Phone: (310) 816-6556
Direct: (310) 816-6556
Fax: (310) 816-6685
Email: Antoinette.smith@metsteco.com
Tristar Risk Management
Karen Schlenker
Branch Manager
Office: 925-930-9883 Ext. 1876
Fax: 925-975-4276
Email: Karen.Schlenker@tristargroup.net
Tristar Risk Management
Tricia Ingles
Claims Supervisor
TRISTAR Risk Management
Office: 925-930-9883 Ext. 1830
Fax: 925-930-0550
Email: Tricia.Ingles@tristargroup.net