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2012-052 RES APPROVING PROPOSAL WITH SW SECURITIES FOR FINANCIAL ADVISORY SERVICES ASSOCIATED WITH CITY'S APPLICATION TO TX WATER DEVELOPMENT BOARD FOR DRINKING WATER STATE REVOLVING FUND LOAN
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2012-052 RES APPROVING PROPOSAL WITH SW SECURITIES FOR FINANCIAL ADVISORY SERVICES ASSOCIATED WITH CITY'S APPLICATION TO TX WATER DEVELOPMENT BOARD FOR DRINKING WATER STATE REVOLVING FUND LOAN
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MARf( McLINEY <br />Senior Vice President <br />Public Finance Department - San Antonio, Texas <br />(290) 863-0919 <br />~ Joined Southwest Securities February 28, 1996 as Vice President in Fixed Income Department representing <br />Public Finance clients. Previousiy worked for seven years at competing regional investment banks in the <br />same capacity. <br />Serves as Chairman of the Municipa! Advisory Council of Texas. <br />~ Brings to Southwest Securities experience and tradition in the Municipal Bond Business. His grandfather <br />managed the IVfunicipal Bond Department oi` a prominent Investment Banking Firm in the Midwest. His <br />father founded and currently manages McLiney and Company, a Municipal Bond Company in Kansas City. <br />Three of his brothers continue to work for the family firm. <br />=Works as Financial Advisor for over 75 clients throughout Texas. His work includes advising Cities, <br />Schools, Counties and Special Districts. <br />~ Has represented more than 15 issuers (and over 30 separate financings) in their negotiations with the <br />Texas Water Development Board. This has led to over $150,000,000 worth of utility system improvements <br />throughout the State of Texas. <br />~ Has worked with many issuers in the preparafion of credit presentations for rating agency and insurance <br />companies. <br />o Past experience inciudes ail aspects of the Municipal Business: Financial Advisory work, marketing, <br />distributing, underwriting, trading and purchasing. <br />~ Frequent speaker on Municipal Finance. <br />~ Regisiered Principal with the National Association of Securities Dealers. <br />~ Licenses and certificates include Series 7(General Securities), Series 53 (Municipal Securities Principal) <br />and 63 (Uniform Securities Agency State Law Exam), Municipal Bond School (New York, New York). <br />~ Bachelor Degree - History, University of Kansas, Lawrence, Kansas. h.naster of Business Administration - <br />Finance - University of Texas at Austin. <br />S0Ud MPNEST SECURIr iES <br />
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