Joseph M. Landesman Application CITY OF MIAMI BEACH
MIAMI BOARD AND COMMITTEE APPLICATION FORM
NAME: Landesman Joseph
Last Name First Name Middle Initial
HOME ADDRESS: 4101 Pine Tree Drive Apt 502 Miami Beach FL 33140
Apt No. Home No./Street City State Zip Code
PHONE: 3053229568 3055369325 joseph.m.landesman @ubs.com
Home Work Fax Email Address
Business Name: UBS Financial Services Position: Financial Advisor
Address: 100 South East 2nd Street Suite 2400 Miami FL 33131
Street City State Zip Code
Pursuant to City Code section 2-22(4)a and b: Members of agencies, boards,and committees shall be affiliated with the city;this
requirement shall be fulfilled in the following ways:a)an individual shall have been a resident of the city for a minimum of six
months;or b)an individual shall demonstrate ownership/interest for a minimum of six months in a business established in the city.
• Resident of Miami Beach for a minimum of six(6)months Yes
• Demonstrate an ownership/interest in a business in Miami Beach for a minimum of six(6)months: No
•Are you a registered voter in Miami Beach: Yes
• (Please circle one): I am now a resident of: Middle Beach
• I am applying for an appointment because I have special abilities, knowledge and experience. Please list below:
I have grown up in Miami Beach and intimatley understand the requirements,needs,and wishes.
•Are you presently a registered lobbyist with the City of Miami Beach? No
Please list your preferences in order of ranking[1]first choice[2]second choice,and [3]third choice. Please note that only three(3)
choices will be observed by the City Clerk's Office. (Regular Boards of City)
Choice 1: Golf Advisory Committee
Choice 2: Affordable Housing Advisory Committee
Choice 3: Loan Review Committee
Note: If applying for Youth Advisory Board, please indicate your affiliation with the Scott Rakow Youth Center:
1. Past service on the Youth Center Advisory Board: No Years of Service:
2. Present participation in Youth Center activities by your children No if yes, please list the names of your children,their
ages,and which programs. List below:
• Have you ever been convicted of a felony: No If yes, please explain in detail:
• Do you currently have a violation(s)of City of Miami Beach codes: No If yes, please explain in detail:
• Do you currently owe the City of Money Beach any money: No If yes, please explain in detail:
•Are you currently serving on any City Boards or Committees: No If yes,which board?
•What organizations in the City of Miami Beach do you currently hold membership in?
..................................................................................._._...............................................................
Name Tltle
Miami Beach Chamber of Commerce Pillar and ELC.
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• List all properties owned or have an interest in,which are located within the City of Miami Beach:
• I am now employed by the city of Miami Beach: No Which department?
The following information is voluntary and is neither part of your application nor has any bearing on your consideration for appointment. It is
being asked to comply with federal equal opportunity reporting requirements.
Gender: Male
Race/Ethnic Categories
What is your race?Mark one or more races.to indicate what you consider yourself to be. White
Other Description:
Are you Spanish/Hispanic/Latino? Mark the"No" box if not Spanish/Hispanic/Latino. No
Physically Challenged: No
NOTE: If appointed,you will be required to follow certain laws which apply to city board/committee members.
These laws include,but are not limited to,the following:
• Prohibition from directly or indirectly lobbying city personnel(Miami Beach City Code section 2-459).
• Prohibition from contracting with the city(Miami-Dade County Code section 2-11.1).
• Prohibition from lobbying before board/committee you have served on for period of one year after leaving office(Miami
Beach Code section 2-26).
• Requirement to disclose certain financial interests and gifts(Miami-Dade County Code section 2-11.1).
(re:CMB Community Development Advisory Committee): prohibition,during tenure and for one year after leaving office,
from having any interest in or receiving any benefit from Community Development Block Grant funds for either yourself,
or those with whom you have business or immediate family ties(CFR 570.611).
Upon request,copies of these laws may be obtained from the City Clerk.
"I hereby attest to the accuracy and truthfulness of the application and have received,read and will abide by Chapter 2,Article
VII—of the City Code"Standards of Conduct for City Officers,Employees and Agency Members."
I Joseph Landesman agreed to the following terms on 119/2014 4:47:18 PM
Received in the City Clerk's Office by:
Name of Deputy Clerk Control No. Date
t _
JOSEPH LANDESMAN
4101 Pinetree Dr. Apt. 502, Miami Beach Florida 33140
(T) (305)-322-9568 (C) (305)-322-9568 (E) Landesman.Joseph @gmail.com
Professional Summary
As a Financial Advisor with MSSB, I am committed to providing my clients with
wealth management solutions to fit their financial and personal needs. My goal is to
deliver guidance and assistance in designing the appropriate investment program. My
mission is to create enduring relationships with clients by providing expert guidance
for a lifetime of financial security. I work with clients to identify what their definitions
of financial security and then focus on solutions to make their financial goals a reality.
create solutions for individuals, families and small businesses.
Core Qualifications
• FINRA Licensed Series 7 and 66
• NAIC Licensed Life, Accident, and
Health
Experience
02/2012 Morgan Stanley Smith Barney Aventura, FL
Financial Adviser
I use my professional pedigree to maintain, watch, and mind my clients assets. My
process has the clients develop a level of trust and comfort rarely seen in today's
industry. With a full understanding of each aspect of the financial plan the client will
feel confident even in the most confusing times..
Using my efficient process, I understand all concerns, act in the clients best interests,
and have the client take action towards reaching the clients goals.
New York, NY
Financial Representative
• As a Representative with the Northwestern Mutual Financial Network, I work with
clients to identify their financial security needs and then focus on solutions that
can help make their goals a reality.
• I rely not only on my own knowledge and experience, but also on the expertise
of a team of specialists available through the Network.
• Specialties: Understanding complex financial issues, and how they can affect
life goals.
e I work with my clients to fully understand their situation, and look to build a
relationship that will serve their long term needs.
• Nominated to be published in 2012 "AMERICAS SELECT INSURANCE
AGENTS" Financial Strategies From The Masters Of Family Protection.
• My Mission is to create enduring relationships with clients by providing expert
guidance for a lifetime of financial security Utilizing Life Insurance as not only
coverage but as an Asset to ensure the financial life of my clients are never
interrupted.
• Building and. Maintaini.
UBS
• I assisted the VP of Investments with fundamental and technical research of
Bonds, Stocks, and Mutual Fund securities.
• I learned first hand about portfolio.
• analysis and Wealth Management.
• Learned how to create portfolios appropriate to the client's utility and needs.
• I gained experience in building and creating.
• trust and rapport with current and potential clients.
• Assisted in the marketing development of new client relationships; successfully
bringing in a new client.
• I.
• prepared managed mutual fund proposals incorporating client investment
objectives.
• Brought in a new client for a Managed Portfolio account.
• Prepared sucessfull prospectus reports for Prospesctive clientele.
• Attended all weekly meetings for Wholesalers, Mutual Fund Managers, and
Annuity Salesmen.
Education
Lander College for Men, Flushing, New York
Finance
BS
I was very active in school committees and school athletics to better myself and the
school.
• I was the Portfolio Manager and Security Analyst for Lander Investment Group;
the school's Finance club.
• I was the Treasurer of the Community Health Awareness Initiative club.
2009 Derech Etz Chaim Talmudic Seminary, Har Noff, Jerusalem, Israel
Talmudic Law
Intensive Study Program
spent two years of Talmudic study abroad in Israel.
Professional Affiliations
Miami Beach Chamber of Commerce:
• Member of the Emerging Leadership Council
• On the Membership Committee
• Membership Ambassador for the Miami Beach Chamber of Commerce
Jewish Federation:
• Young Professionals Division.
Additional Information
am involved with a local Not for Profit organization called Yachad. The
organization's geared towards children with physical and mental disabilities.
Yachad is dedicated to addressing the needs of all individuals with disabilities and
including them in the Jewish community through community and social events.