Jason Witrock Application packageCITY OF MIAMI BEACH
BOARD AND COMMITTEE APPLICATION FORM
witrockjason
NAME:
First Name
Last Name
Middle Initial
FL33140
HOME ADDRESS
:
4779 collins ave #3305Miami Beach
Home No./StreetState
Apt No.City
Zip Code
jwitrock@yahoo.com
91738589703055776918
PHONE
:
WorkEmail Address
HomeFax
financial advisor
Business Name:
merrill lynch wealth management
Position:
200 south biscayne #4500
miamiFL33131
Address:
State
CityZip Code
Street
Pursuant to City Code section 2-22(4) a and b:
Members of agencies, boards, and committees shall be affiliated
requirement shall be fulfilled in the following ways: a) an indi
months; or b) an individual shall demonstrate ownership/interest
Yes
No
Yes
Middle Beach
circle one): I am now a resident of:
No
123Please note that only three (3)
Please list your preferences in order of ranking [] first choice [] second choice, and [] third choice.
choices will be observed by the City Clerks Office.
(Regular Boards of City)
Choice 1:Budget Advisory Committee
Choice 2:Safety Committee
Choice 3:
Community Relations Board
Note
: If applying for Youth Advisory Board, please indicate your aff
1. Past service on the Youth Center Advisory Board:
No
Years of Service:
if yes, please list the names of your children, their
No
2. Present participation in Youth Center activities by your chil
ages, and which programs. List below:
No
Have you ever been convicted of a felony:If yes, please explain in detail:
No
Do you currently have a violation(s) of City of Miami Beach codeIf yes, please explain in detail:
No
Do you currently owe the City of Money Beach any money:If yes, please explain in detail:
No
Are you currently serving on any City Boards or Committees:If yes, which board?
sat under commissioner that was not re-elected
What organizations in the City of Miami Beach do you currently h
List all properties owned or have an interest in, which are loca
No
I am now employed by the city of Miami Beach:Which department?
The following information is voluntary and is neither part of yo
being asked to comply with federal equal opportunity reporting r
Gender:Male
Race/Ethnic Categories
What is your race?White
Mark one or more races to indicate what you consider yourself t
Other Description:
Are you Spanish/Hispanic/ Latino? Mark the "No" box if not Spani No
No
Physically Challenged:
NOTEIf appointed, you will be required to follow certain laws which
:
These laws include, but are not limited to, the following:
Prohibition from directly or indirectly lobbying city personnel
o
Prohibition from contracting with the city (Miami-Dade County Co
o
Prohibition from lobbying before board/committee you have served
o
Beach Code section 2-26).
Requirement to disclose certain financial interests and gifts (M
o
(re: CMB Community Development Advisory Committee): prohibiti
from having any interest in or receiving any benefit from Co
or those with whom you have business or immediate family ties
Upon request, copies of these laws may be obtained from the
I hereby attest to the accuracy and truthfulness of the applica
VII of the City Code Standards of Conduct for City Officers,
I jason witrock agreed to the following terms on 12/18/2013 10:2
Received in the City Clerk's Office by:
Name of Deputy Clerk Control No.Date
JASON WITROCK
4779 Collins Avenue, Apt. 3305
917-385-jwitrock@yahoo.com
INVESTMENT AND BANKING EXECUTIVE
Over 15 years of investment and financial management experience. Working with global investment
banks structuring and selling financial products and solutions to individuals and institutions. Skilled
negotiator with experience orchestrating structured deals and manging risk. Track record of positive
returns through keen analytics and strategic planning to meet client needs and objectives. Skill set
includes in-depth experience in:
Capital Markets Investment Management Budgeting / Forecasting
Cash Flow Management Relationship Management International Contracts
VOLUNTEER WORK
CITY OF MIAMI BEACH
Miami Beach Leadership Academy Alumni Association 2010-Present
Vice President
Miami Beach Community Emergency Response Team (CERT) 2011-Present
Miami Beach Safety Committee 2011-2013
MIAMI BEACH JEWISH COMMUNITY CENTER, Miami Beach, Florida 2012-Present
ABILITY EXPLOSION Miami Beach, Florida 2010-2011
Executive Committee,
Not-for-Profit organization focusing on disability awareness
INVESTMENT AND BANKING EXPERIENCE
MERRILL LYNCH, Miami, Florida 1-Present
Global financial services provider.
Financial Advisor in Global Wealth Management
As a partner of The Rosenfeld Group of Merrill Lynch, I help run one of the largest Wealth Management
teams in South Florida. Our team advises on nearly $750 million in client assets and liabilities. We
provide full service financial solutions to both domestic and international clients by analyzing, structuring,
and creating solutions specific to the client.
MORGAN STANLEY SMITH BARNEY, Miami, Florida -2011
Financial Advisor in Global Wealth Management: Advising both high net worth individuals and
corporate clients on all financial needs and goals. Providing full service financial solutions to both
domestic and international clients.
DRESDNER -2005
Vice President of Fixed Income and Capital Markets: Monitored interest rate markets and advised
Fortune 500 clients on investment / risk mitigation opportunities. Analyzed corporate balance sheets and
income statements in order to help clients best understand their respective risk exposures.
-2004
Vice President of Fixed Income and Foreign Exchange: Advised General Manager of National
Australian Bank N.A. on U.S. trades and budgets. Analyzed interest rate and currency markets to identify
favorable trades for NAB and its clients. Managed $25M budget and supervised four (4) salespeople.
JASON WITROCK jwitrock@yahoo.com
LEHMAN BROTHERS, New York, New York 2000-2002
Vice President of Derivatives: Increased group sales revenues from $100K to $6M in the first year.
Managed $5M budget. Established strong relationship within the global banking industry.
CITIGROUP, New York, New York 1995-2000
Assistant Vice President of Global Derivative Origination and Structuring: Held several positions
with increasing responsibilities; started in operations, and moved into sales as an Assistant Vice
President.
EXECUTIVE CONSULTING
ROYAL CARIBBEAN
Treasury Consultant: Provided expertise and assistance to the Treasurer and CFO. Managed the
Prepared month-end reports
and SEC filings (10Q).
improving liquidity by over $20M. -Oxley
controls.
08-2009
: Responsibilities included establishing and controlling the
budget, cash flow, sales, cost management and distribution for the Company. Managed a staff of twenty
(20) within the financial group, human resources, sales, production, and IT.
SAND-N-2005-2008
Chief Operations Officer: Directed global manufacturing and distribution
operations, with business relationships spanning four continents. Negotiated license deals with two
established labels, Surf Diva and YogaForce. Managed logistics, inventory, and financials. Performed
general accounting functions including A/P, A/R, inventory, payroll, taxes, as well as preparing monthly
and annual financial statements.
HOBBIES / INTERESTS
Photography, Golf, Scuba Diving, Boating
EDUCATION
Bachelor of Science in Business Administration-Accounting and Finance
Northeastern University, Boston, Massachusetts