Financial Experience
Financial Experience Relevant to the Treasurer's Office
The Treasurer's responsibilities center on the management and oversight of public money. This section compares documented experience involving municipal investments, financial management, financial services, banking, and related disciplines.
L
L. David Patterson
Former Hawthorne City Treasurer; Chief Deputy Treasurer, City of Carson
R
Raymond Vergara
Founder / Operator, RAV Insurance Services; Farmers Insurance agent
Municipal Investments
Patterson
- Former Hawthorne City Treasurer with responsibility involving municipal investments, cash management, and investment reporting
- Current Chief Deputy Treasurer, City of Carson, involving public funds, liquidity, and investment policy
- Documented experience with municipal investment policy, cash management, and banking relationships
Vergara
- No comparable municipal investment-management position was identified in the public sources reviewed.
Securities and Investment Services
Patterson
- Documented securities and investment-advisory background
- Current Series 65 securities registration
- Previously held FINRA securities registrations: Series 7, Series 6, Series 63, Series 66, Series 26
Vergara
- No investment or securities credentials were identified in the public sources reviewed.
- Securities experience is not inferred from an insurance license.
Insurance and Risk Management
Patterson
- California Life and Health Insurance License #0D68021
- Documented insurance licensing / background where applicable to financial-services practice
Vergara
- California Insurance License #0G18314 (state licensing record)
- Farmers Insurance agent in Hawthorne (Farmers public listing)
- Experience serving individuals and businesses with insurance products
Tax and Business Finance
Patterson
- Documented tax strategy and business consulting experience
- Financial advisory and CFO-related experience
- Business consulting and financial-management experience
Vergara
- Business ownership and operation of RAV Insurance Services
- Relevant financial-management experience associated with operating an insurance business
- Tax, investment, accounting, or municipal-finance credentials are not inferred beyond documented records
Review the official records and professional sources behind these comparisons.
Review the Sources